#美国国债
Recently, news about US Treasury bonds has gone viral📉.
The scale of US Treasury bonds has surpassed $35 trillion, with Federal Reserve interest expenses quickly catching up to military spending, and even Wall Street is starting to worry: 'How much longer can this last?' For those of us active in the crypto space, this is not trivial financial gossip, but one of the key variables determining whether the next bull market will start.
📌 Why do US bonds affect cryptocurrencies?
In simple terms, the explosive growth of US Treasury bonds = decline in dollar credibility = capital seeking a 'safe haven'🏝️.
In recent decades, the whole world has regarded the US dollar as the 'most stable asset'. But now the US is almost borrowing money to pay interest, and even credit rating agencies are downgrading US debt ratings. Global capital is starting to waver: is it time to find some new direction?
Cryptocurrencies, especially Bitcoin and quality public chain coins, are becoming these 'new directions'.
💸 US bonds rise, cryptocurrency prices fall? Don’t panic just yet.
In the short term, rising US bond rates will lead to some capital flowing out of the crypto market back into traditional finance. But this is a short-term effect.
In the long run, when the interest on Treasury bonds suffocates the Federal Reserve, interest rate cuts and quantitative easing will begin again. From that moment on, risk assets (including cryptocurrencies) will rise once more!
Think about the big bull market after the pandemic in 2020: printing money—assets skyrocketing—Bitcoin soaring to $60,000. This script might play out again soon📈.
🔮 Trend predictions for the next 3 years
Institutions are entering more actively: Wall Street's money is becoming 'smarter'; they know that Treasury bonds are not the ultimate safe haven and are starting to consider BTC and ETH as long-term allocations.
Demand for stablecoins is rising: as the credibility of the dollar declines, USDT, USDC, and others are becoming 'more stable' alternatives for cross-border circulation.
New public chain opportunities are emerging: macro instability + structural adjustments in crypto create fertile ground for Layer 2 and modular public chains.
🧠 Insights for cryptocurrency players
✅ Take advantage of the current calm market to dollar-cost average into core assets like BTC/ETH.
✅ Pay attention to stablecoin policies and the direction of central bank digital currencies (CBDC).
✅ Watch for signals of capital flowing from traditional markets into the crypto space (such as ETFs and national-level crypto policies).
Conclusion:
The issue with US Treasury bonds is not a crisis, but an opportunity for a wealth reshuffle. Investors who see through the essence are already positioning for the next cycle.
Remember this: when traditional finance shows cracks, digital currencies have the chance to grow through the gaps into the future.