Something is happening in the bond markets that SHOULD NOT be happening in a stable economy. We are witnessing a synchronized global explosion in yields. ๐งจ
๐ THE DATA:
โข US 30Y Treasury: Hitting 4.9% ๐บ๐ธ
โข Australia 5Y: Up >2% ๐ฆ๐บ
โข Japan 10Y: Breaking structural limits ๐ฏ๐ต
This isnโt just local volatility. Itโs a coordinated rejection of the current monetary system.
๐ WHY THIS MATTERS:
Bond yields reflect the "credibility" of a state. When they spike globally at the same time, it means the market no longer believes governments can honor their debts without massive inflation. The collateral systemโthe backbone of global financeโis under extreme internal strain.
๐ก THE BITCOIN ESCAPE VALVE:
Why is Bitcoin reacting? Because BTC isn't priced against growth or earningsโitโs priced against the CREDIBILITY of the system itself.
Unlike sovereign bonds:
โ No Issuer: No one to default on you.
โ No Duration: You aren't locked into a failing currency.
โ No Debt to Roll: Bitcoin is pristine, non-inflationary collateral.
As the bond market signals a "Great Repricing" of monetary credibility, Bitcoin is no longer just a digital assetโit is the global escape valve from duration risk.
The bond market is shouting. Are you listening? ๐ข
