Bill The Investor|9月 25, 2026 16:22
10-year yield stuck above 5%, 30-year hits a 20-year high, Treasury buybacks are just buying time.
AI suddenly switches to 'safety first'—not a moral awakening, but because expensive computing power isn’t selling, and those debts piling up in the back are about to cause problems. Either the government steps in to buy computing power, or they print money to bail out the insurance funds.
Both paths ultimately lead to the same thing: forced opening of USD liquidity. Bitcoin doesn’t care about narratives; it thrives on money printing.
This BTC bull run will be several times bigger than the last one because U.S. Treasuries really can’t hold it down anymore.
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