đš The Bond Market Might Be Getting It Wrong
While many investors are pricing in higher rates for longer, Morgan Stanley sees a different path.
đ Their view: âą Possible Fed hikes in December & March âą Then a pause at 4.25%â4.50% âą Treasury yields could move lower as additional hike expectations fade
Why does this matter for crypto? đ
đ Lower yields = Easier financial conditions đ° More liquidity = Higher risk appetite đ Potential tailwind for RWA, DeFi, and blockchain infrastructure projects
Projects to keep on your radar: đ $QNT đïž $ONDO ⥠$XRP đ $LINK
The next major crypto narrative may not start on the charts...
It may start in the bond market.
Are you watching macro or only price? đ€
#Crypto #Macro #FederalReserve #TreasuryYields #RWA
While many investors are pricing in higher rates for longer, Morgan Stanley sees a different path.
đ Their view: âą Possible Fed hikes in December & March âą Then a pause at 4.25%â4.50% âą Treasury yields could move lower as additional hike expectations fade
Why does this matter for crypto? đ
đ Lower yields = Easier financial conditions đ° More liquidity = Higher risk appetite đ Potential tailwind for RWA, DeFi, and blockchain infrastructure projects
Projects to keep on your radar: đ $QNT đïž $ONDO ⥠$XRP đ $LINK
The next major crypto narrative may not start on the charts...
It may start in the bond market.
Are you watching macro or only price? đ€
#Crypto #Macro #FederalReserve #TreasuryYields #RWA
