$BTC is breaking traditional market logic as it rallies amid rising global bond yields, signaling a potential shift in how investors perceive risk and value. With U.S. and Japanese bond markets flashing red, capital appears to be flowing into Bitcoin — not away from it — redefining its role as both a risk-on asset and a store of value.
On May 22, U.S. 30-year bond yields hit 5.15%, their highest level since 2007, while Japan’s 30-year bonds surged to 3.1%, an all-time high. With the U.S. national debt exceeding $36.8 trillion and interest payments nearing $1 trillion annually, fears are mounting that the U.S. Treasury is no longer the safe haven it once was. Meanwhile, Japan — the largest foreign holder of U.S. debt — is raising interest rates for the first time in decades, potentially signaling a retreat from U.S. bonds.
As traditional safe havens wobble, Bitcoin has surged past $108,000. Inflows into spot Bitcoin ETFs have topped $104 billion — a record high — suggesting institutions are increasingly viewing BTC as a neutral, politically unencumbered store of value. The shift is dramatic: Bitcoin, once written off during macro turbulence, is now benefiting from it.
The current macro conditions — rising inflation, ballooning debt, and central bank uncertainty — are pushing investors to question old financial norms. In that uncertainty, Bitcoin’s predictability and decentralized nature are becoming more attractive.
For the first time, Bitcoin is thriving not in spite of a crisis, but because of one.
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