@uptonmargaret
US Treasury liquidity risks—spiking yields (10Y at 4.5%+ amid $31T issuance)—tighten global funding, curbing risk appetite and draining crypto liquidity, exacerbating volatility.
Paired with recession signals (rising unemployment, -2.8% construction spend), investors flee to safe-havens like Treasuries/gold, pressuring BTC/altcoins with 20-30% drawdowns short-term.
Yet, Fed rate cuts/stimulus could boost liquidity, fueling crypto rebound to $100K+ BTC by 2026.
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