everyone thinks sovereign debt is guaranteed risk-free yield, but actually traditional bonds just wrecked portfolios as hard as crypto did this year.
most people panic rotate into safe-haven assets thinking they are locking in free gains, only to lose real purchasing power on both sides while suffering silent drawdowns.
ngl ser, look at the actual tape. a 10-year treasury bought at 4.18% on new year eve is down about 3.7% this year even after counting the interest payments.
meanwhile, $BTC pulled back from its 87,502 year-end close down to 84,300, matching that exact same 3.7% drop. tradfi boomers spent months mocking traders holding $ETH or $SOL for high volatility, yet their so-called safest bet took the identical hit with zero upside asymmetry.
where do you think capital flows next when even government debt stops protecting you?
#Bitcoin #Macro #CryptoTrading
most people panic rotate into safe-haven assets thinking they are locking in free gains, only to lose real purchasing power on both sides while suffering silent drawdowns.
ngl ser, look at the actual tape. a 10-year treasury bought at 4.18% on new year eve is down about 3.7% this year even after counting the interest payments.
meanwhile, $BTC pulled back from its 87,502 year-end close down to 84,300, matching that exact same 3.7% drop. tradfi boomers spent months mocking traders holding $ETH or $SOL for high volatility, yet their so-called safest bet took the identical hit with zero upside asymmetry.
where do you think capital flows next when even government debt stops protecting you?
#Bitcoin #Macro #CryptoTrading
