Ray Dalio dropping macro warnings: America's biggest foreign lenders are backing away from US debt.
China and Japan—historically the two largest holders of Treasuries—are showing weaker appetite:
🇨🇳 China slashed holdings by more than 50%
$1.3T in 2013 → $618B now
🇯🇵 Japan still sitting on ~$1.1T but demand softening
What this means:
Less foreign buying = higher US borrowing costs = more pressure on yields = potential liquidity crunch
This isn't just macro noise. When Treasury demand drops, risk assets (including crypto) feel it. Watch bond yields. If they spike, expect volatility across the board.
The Fed's already dealing with inflation and rate policy. Now add weakening foreign support for US debt. Liquidity gets tighter. DXY could pump. Risk-off could accelerate.
Stay sharp. Macro shifts like this set up the next big moves in $BTC and alts.
China and Japan—historically the two largest holders of Treasuries—are showing weaker appetite:
🇨🇳 China slashed holdings by more than 50%
$1.3T in 2013 → $618B now
🇯🇵 Japan still sitting on ~$1.1T but demand softening
What this means:
Less foreign buying = higher US borrowing costs = more pressure on yields = potential liquidity crunch
This isn't just macro noise. When Treasury demand drops, risk assets (including crypto) feel it. Watch bond yields. If they spike, expect volatility across the board.
The Fed's already dealing with inflation and rate policy. Now add weakening foreign support for US debt. Liquidity gets tighter. DXY could pump. Risk-off could accelerate.
Stay sharp. Macro shifts like this set up the next big moves in $BTC and alts.