Crypto fund flows cooling off hard.
CoinShares data: Investors spooked by weak jobs + sticky inflation + US fiscal mess. Long-end Treasury yields hitting 20yr+ highs.
Translation: Macro headwinds are real. Risk-off mode kicking in. TradFi yields competing with crypto yields now.
Watch liquidity closely. When bonds pay 5%+ risk-free, degen capital dries up fast.
This isn't FUD. It's the setup. Flush the weak hands, then we rip.
CoinShares data: Investors spooked by weak jobs + sticky inflation + US fiscal mess. Long-end Treasury yields hitting 20yr+ highs.
Translation: Macro headwinds are real. Risk-off mode kicking in. TradFi yields competing with crypto yields now.
Watch liquidity closely. When bonds pay 5%+ risk-free, degen capital dries up fast.
This isn't FUD. It's the setup. Flush the weak hands, then we rip.