Episode #216
Why Bitcoin Is Watching Bond Yields
This episode unpacks the paradox of sky‑high U.S. bond yields offering a virtually risk‑free ~5% return while Bitcoin races past $85,000, exploring how traditional macro forces and a resurgent crypto market are colliding. We cover the liquidity drain from rising yields, the catalyst theory and Howard Marks’ hedge thesis, revenue‑generating protocol winners, evolving stablecoin regulation, ongoing security risks, and a closing thought experiment on how an eventual AI‑driven shift from inflation to deflation could rewrite the whole landscape. Subscribe to our free daily newsletter! https://crypto.report/

