US Treasuries, AI and inflation: you can't have it both. Which side should BTC bet on?
2026-08-29 17:28:33
According to CoinMeta, Washington may prioritize stabilizing government bonds and the investment cycle of AI. Long-term high inflation is difficult to reverse, and profits from gold and Bitcoin are expected to continue. The yield on 10-year U.S. Treasury bonds is 4.70%, while that on 30-year bonds is close to 5.23%, mainly due to inflation, fiscal supply, demand for longer maturities, and concurrent infrastructure projects of AI. The Treasury Department may issue shorter-duration bonds to transfer duration risk, with an implicit QE effect similar to that of interest rate cuts. It is anticipated that gold will rise by about 90% from 2024 to 2026, and Bitcoin showed a significant upward trend in August. If the market rescue is due to liquidity expansion, Bitcoin is expected to continue to benefit.
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Source:X
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