Bitcoin’s Bull Run Is Built on Liquidity—As Long as Treasuries Stay Calm

15 snips

May 20, 2025

Explore how stability in U.S. Treasuries influences Bitcoin's 2025 bull market. Discover the interplay between treasury yields and Bitcoin liquidity, and how corporations are investing in Bitcoin to mitigate risks. Delve into the growing pressures across global markets, including the intriguing gold narrative from Europe. The podcast also addresses the ramifications of short positions in gold and the potential threats to financial stability, as well as the Federal Reserve's views on liquidity challenges.

Ask episode

AI Snips

Chapters

Transcript

Episode notes

INSIGHT

Bitcoin Linked to Treasury Volatility

Bitcoin's price movements are deeply tied to U.S. Treasury market volatility.
Calm in Treasury yields supports higher Bitcoin prices, while volatility suppresses them.

INSIGHT

Yield Curve Signals Interest Rate Expectations

Yield curve steepness indicates market expectations for future interest rates.
The two-year Treasury yield leads Fed rate changes, reflecting a market-driven rate.

INSIGHT

Steep Term Premium Pressures Risk Assets

A steep term premium raises borrowing costs and pressures risk assets.
High long-term yields cause investors to shift funds from risk assets to safer Treasuries.

Get the Snipd Podcast app to discover more snips from this episode

Get the app