Market Brief: The Debasement Paradox: Why Bitcoin Falls As Bond Yields Rise?

U.S., Japan, and European long-term yields have surged to multi-year/multi-decade highs, with the U.S. 30-year Treasury briefly crossing 5.3%. With long-term Treasuries near ~5%, the article frames the risk-adjusted hurdle for Bitcoin, AI stocks, and other high-volatility assets as rising. Overall, higher long-end yields are portrayed as a meaningful headwind for growth/risk assets.