The founder of the world's biggest hedge fund just warned America could lose its two biggest lenders.
Ray Dalio told Bloomberg TV that US Treasuries are vulnerable to a pullback in demand from China and Japan — the two largest foreign holders. His exact words: "The Chinese don't want to continue to accumulate — there are geopolitical issues as well as economic issues. When you have a debtor-creditor relationship and you have an adversary relationship, that's a very difficult dynamic."
Dalio repeated his warning that the US faces a potential debt crisis within three years. The 10-year yield is already at 5.32%, levels last seen in 2002.
Why it matters for crypto: $BTC and altcoins run on liquidity. A bond-market stress event drains the same liquidity that pushed stocks to records this week. Risk assets would feel it first.
Could a Treasury demand shock be the trigger that ends this run?
#Bitcoin #Macro #CryptoNews
Ray Dalio told Bloomberg TV that US Treasuries are vulnerable to a pullback in demand from China and Japan — the two largest foreign holders. His exact words: "The Chinese don't want to continue to accumulate — there are geopolitical issues as well as economic issues. When you have a debtor-creditor relationship and you have an adversary relationship, that's a very difficult dynamic."
Dalio repeated his warning that the US faces a potential debt crisis within three years. The 10-year yield is already at 5.32%, levels last seen in 2002.
Why it matters for crypto: $BTC and altcoins run on liquidity. A bond-market stress event drains the same liquidity that pushed stocks to records this week. Risk assets would feel it first.
Could a Treasury demand shock be the trigger that ends this run?
#Bitcoin #Macro #CryptoNews
