The 4.61% 2-year yield isn’t a crisis it’s a signal the market finally priced in lasting inflation.

I’m not fighting it. I’m watching how it reshapes liquidity across asset classes.
Higher short-term rates mean leveraged longs in crypto get squeezed faster.
Equities and risk assets are already reacting. Crypto isn’t immune.
I’m not adding exposure until I see a clear break below 4.45% on the 2-year.

I’m holding cash. Waiting for the setup. No entry yet.

If the 2-year yield drops below 4.40% in the next 10 days with no Fed comment, I’ll reconsider my stance.

What’s your take? #US2YearYieldRisesTo4.61%

Not financial advice. My levels, my risk.