Liquidity in Japanese government bonds is still very bad. | André Dragosch, PhD | Bitcoin & Macro på Binance Square

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André Dragosch, PhD | Bitcoin & Macro

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Liquidity in Japanese government bonds is still very bad.

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André Dragosch, PhD | Bitcoin & Macro

@Andre_Dragosch

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and it is on...

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FWIW - Don’t think that the 60/40 is dead because of the rise of exponential tech but rather because of rising inflation around the globe. You can clearly show that the stock-bond correlation becomes significantly positive once you cross a certain inflation threshold (around 3% <) No diversification in a high inflation environment. Plus, average real performances of both stocks and bonds become negative above a 5% threshold. Only remedy is to diversify into hard assets like #bitcoin or gold. Ignore at your own peril.

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I don’t know who needs to hear this but the potential inflows into MSTR following SPX inclusion will probably be significantly higher. Concentrated equity fund managers will NEED to hold MSTR to avoid significant underperformance vis-à-vis peers. It’s a matter of risk mgmt…

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NOTE: These positive net inflows into global #bitcoin ETPs are one of the indicators that signal a return in global risk appetite. Our Cryptoasset Sentiment Index has also increased to the highest level since May 2025 and clearly signals a bullish sentiment again.

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GM ☕️ Global #bitcoin ETPs have absorbed around +20,763 BTC over the past 5 trading days alone. This is equivalent to *checks notes* 12.6% of annual new supply. In a SINGLE WEEK. Have a great day!

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