30-year Treasury yields just crossed 5.3% — highest since 2007.
This isn't just a number. It's a liquidity drain signal. When bonds pay 5%+ risk-free, capital rotates out of risk assets. Crypto feels it first.
Macro backdrop matters. If you're ignoring TradFi rates while aping into alts, you're ngmi. Watch the 10Y and 30Y — they dictate when liquidity returns to crypto.
Rate cuts = risk-on. Until then, stay liquid.
This isn't just a number. It's a liquidity drain signal. When bonds pay 5%+ risk-free, capital rotates out of risk assets. Crypto feels it first.
Macro backdrop matters. If you're ignoring TradFi rates while aping into alts, you're ngmi. Watch the 10Y and 30Y — they dictate when liquidity returns to crypto.
Rate cuts = risk-on. Until then, stay liquid.