According to Edward Dowd, a shift towards risk-off sentiment is emerging, with $TLT (iShares 20+ Year Treasury Bond ETF) highlighted as a potential beneficiary (source: Edward Dowd, Twitter, May 30, 2025). Historically, risk-off moves drive capital from equities and risk assets into safe havens like US Treasuries, leading to a rise in $TLT. For cryptocurrency traders, this trend typically correlates with increased volatility and potential downside for crypto assets as liquidity is withdrawn from high-risk markets (source: Phinance Technologies Economic Report). Monitoring $TLT price action can provide early signals for crypto market direction, helping traders adjust positions accordingly.

According to Eric Balchunas on Twitter, SPY rose 1.5% and TLT climbed 1% on May 27, 2025, signaling a simultaneous rally in both equities and long-duration bonds (source: Eric Balchunas, Twitter). Historically, such parallel moves indicate broad risk appetite and increased liquidity, which traders often interpret as bullish for risk assets, including key cryptocurrencies like Bitcoin and Ethereum. This shift in market dynamics may lead to renewed confidence in crypto markets, as traditional safe havens and equities move higher together, potentially attracting capital inflows into digital assets (source: Eric Balchunas, Twitter). Traders should closely watch for spillover effects into major crypto assets, as these cross-asset correlations could impact short-term trading strategies.

According to The Kobeissi Letter, their March 6th alert for premium members to build a position in TLT has resulted in significant gains as the 10-year note yield dropped below 4% as predicted. This drop has sharply increased bond positions, demonstrating successful market timing and strategy. Investors following this alert have seen substantial returns, highlighting the importance of yield trend analysis in bond trading.

According to The Kobeissi Letter, they posted an alert on March 6th for their premium members to take long positions in TLT, predicting a drop in the 10-year note yield. As a result, TLT is now trading sharply higher, indicating the accuracy of their forecast. This demonstrates the potential for profitable trading strategies based on yield predictions. Source: The Kobeissi Letter.