The U.S. Treasury market is sounding the alarm, and the market is incredibly bullish, with significant polarization.
The interest on 20-year U.S. government bonds has risen above 5%, and foreign buyers are becoming hesitant to take on more; currently, only 70% of foreign capital is willing to buy.
The government’s debt of $36 trillion is like a snowball getting bigger and bigger, with interest payments alone consuming 4% of the nation's annual GDP (equivalent to the entire population working for one and a half months for free).
Meanwhile, Bitcoin is going crazy!
The price has broken through the $110,000 mark, moving completely opposite to U.S. Treasury trends (previously rising and falling together, now you drop and I rise).
BlackRock's Bitcoin fund attracted $2.7 billion in just one week, and Bitcoin inventory on exchanges has dropped to a five-year low (indicating that everyone is hoarding coins).
Why is Bitcoin so strong?
Limited edition vs. unlimited money printing machine: There are only 21 million Bitcoins globally, while dollars can be printed at will, just like limited edition sneakers compared to mass-produced flip-flops.
Digital safe: Governments cannot trace your Bitcoin account, and cross-border transactions are as easy as sending a text message.
Breaking through the dollar blockade: El Salvador has adopted Bitcoin as legal tender, and Iran is using it to bypass dollar sanctions; currently, institutional investors hold 62% of Bitcoin.
Payment speed upgrade: The Lightning Network allows Bitcoin payments to be received instantly, truly realizing "digital gold can buy groceries."
In simple terms: As governments around the world print money like crazy, causing currency to devalue, Bitcoin is becoming a new type of "safe haven vault," especially now that even Wall Street giants are starting to treat Bitcoin as "digital gold" for their portfolios.
