【Market Flash】Minutes from the Fed’s September meeting show that the AI infrastructure boom is becoming a new macroeconomic headwind for $BTC . The minutes said that large-scale private debt issuance in the AI infrastructure sector pushed up Treasury yields and term premiums, intensifying competition for long-term capital. Between meetings, nominal yields on 2- to 10-year Treasuries rose by about 35 basis points. This creates a more complex environment for crypto investors focused solely on when the Fed will end its tightening campaign. #BTC #宏观 #AI
(Source: X)
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