U.S. Treasuries struggle to find buyers, and AI gets blamed first
The 10-year Treasury term premium has surged to 0.98%, its highest since 2014. The U.S. borrows $2 trillion a year, while Alphabet, Microsoft, and Meta are teaming up to issue another $220 billion in debt to fund AI. With both sides competing for cash, interest rates can only go up.
A veteran crypto trader’s take: When Treasury yields start drifting, hot money on-chain glances back at them—and another ladle gets scooped out of our pool.
Question: If BTC really pulls back to $60K, are you buying the dip or getting out first? Drop your position in the comments.
$BTC $ETH $SOL
#美债 #AI infrastructure
The 10-year Treasury term premium has surged to 0.98%, its highest since 2014. The U.S. borrows $2 trillion a year, while Alphabet, Microsoft, and Meta are teaming up to issue another $220 billion in debt to fund AI. With both sides competing for cash, interest rates can only go up.
A veteran crypto trader’s take: When Treasury yields start drifting, hot money on-chain glances back at them—and another ladle gets scooped out of our pool.
Question: If BTC really pulls back to $60K, are you buying the dip or getting out first? Drop your position in the comments.
$BTC $ETH $SOL
#美债 #AI infrastructure