My view on the current setup, based on QVX filters.
The 30-year yield hitting 5.45% is a meaningful regime signal, not just noise. Historically, when long-end rates break multi-decade highs, liquidity drains from speculative assets first, and crypto feels it before equities do. I'm not rushing to fade this move. š
The 30-year yield hitting 5.45% is a meaningful regime signal, not just noise. Historically, when long-end rates break multi-decade highs, liquidity drains from speculative assets first, and crypto feels it before equities do. I'm not rushing to fade this move. š