According to The Kobeissi Letter, government bond yields are rapidly rising worldwide, with Japan’s 30-year bond yield climbing 50 basis points in 30 days to surpass 3% for the first time ever, and the US 30-year Treasury yield jumping 30 basis points to exceed 5% for the first time (source: The Kobeissi Letter, June 1, 2025). These sharp increases in long-term yields signal tightening financial conditions and could intensify risk-off sentiment, possibly prompting capital outflows from risk assets like cryptocurrencies. Crypto traders should monitor for increased volatility and liquidity shifts as higher bond yields historically pressure digital asset prices due to reduced risk appetite and competition for returns.

According to The Kobeissi Letter, government bond yields are rising globally, with Japan’s 30-year bond yield surging 50 basis points in 30 days to exceed 3.0% for the first time in history, and the US 30-year Treasury yield rising 30 basis points to break above 5.0% (source: The Kobeissi Letter, June 1, 2025). These rapid increases reflect growing market uncertainty and risk-off sentiment, historically triggering capital rotation from traditional bonds to alternative assets like Bitcoin and Ethereum. Traders should closely monitor the impact of rising yields on liquidity and risk appetite, as such shifts often lead to increased crypto market volatility and new trading opportunities.

According to The Kobeissi Letter, the Court of International Trade has struck down tariffs, immediately pushing the US 10-year Treasury Note yield above 4.50% (source: Twitter - The Kobeissi Letter, May 29, 2025). Despite changes in tariff policy or trade deals, yields continue to climb, signaling persistent inflation concerns and tighter monetary conditions. For crypto traders, rising yields often mean stronger US dollar momentum and potential risk-off sentiment, which can pressure Bitcoin and altcoin prices. Traders should monitor bond market volatility as it may trigger further crypto market corrections or volatility.

According to The Kobeissi Letter, US Treasury Secretary Bessent may attempt an intervention as the 10-year Treasury yield nears 5%, with trade deals no longer exerting downward pressure on yields (source: The Kobeissi Letter, May 21, 2025). Current equity market valuations could become unsustainable if yields hit this level, which may trigger increased volatility and risk-off sentiment. For cryptocurrency traders, a spike in Treasury yields typically strengthens the US dollar and dampens risk appetite, historically leading to short-term price corrections across major digital assets. Monitoring yield movements is critical for crypto market participants as macroeconomic shifts could directly impact liquidity and capital flows into crypto markets.

According to The Kobeissi Letter, the US 30-year Treasury note yield has officially risen above 5%, while the 10-year note yield increased by another 11 basis points, signaling bond markets are pricing in higher inflation and ruling out recession or trade deals (source: @KobeissiLetter, Twitter, May 19, 2025). This sharp move in yields increases the likelihood of 8% mortgage rates if no policy intervention occurs, tightening financial conditions and influencing investor behavior. Historically, rising yields and higher borrowing costs have led to capital outflows from risk assets like equities, but often drive increased interest in alternative assets such as Bitcoin, Ethereum, and other cryptocurrencies as investors seek hedges against inflation and fiat debasement. Crypto traders should monitor Treasury yields closely, as further increases may act as a catalyst for digital asset volatility and inflows.

According to Crypto Rover, the US 10-year Treasury yield has surpassed 4.5%, while both the 20-year and 30-year yields have reached 5% (source: Crypto Rover on Twitter, May 19, 2025). This significant rise in long-term yields signals increased risk-off sentiment in traditional markets, which historically pressures risk assets like cryptocurrencies. Elevated yields can attract capital away from crypto markets, leading to potential short-term volatility in Bitcoin and Ethereum prices as investors seek higher returns in US bonds. Crypto traders should closely monitor further yield movements for signs of liquidity shifts that could impact major digital asset prices.