According to @WhiteHouse, the account stated on Nov 22, 2025 that it has the highest poll numbers of its political career and highlighted work on the economy, stopping wars, and foreign relations, in a post on X; traders monitor such official signals for potential policy-direction clues. Source: @WhiteHouse on X, Nov 22, 2025. Election-related policy uncertainty is empirically linked to higher market volatility and risk premia in equities and FX, a backdrop that can transmit into crypto via macro channels. Source: Baker, Bloom and Davis Economic Policy Uncertainty research; Pastor and Veronesi Political Uncertainty and Risk Premia (Journal of Financial Economics, 2012). BTC and ETH have shown stronger co-movement with U.S. equities since 2020, so shifts in policy outlook that move stocks and the dollar can also affect crypto risk sentiment; traders often track DXY and U.S. Treasury yields alongside BTC and ETH on such headlines. Source: International Monetary Fund blog Crypto Prices Move More in Sync with Stocks (Jan 2022); CBOE and U.S. Treasury market data.

According to Julian Kwan, the past month saw BTC fall about 40% while tokenized U.S. Treasury RWAs continued paying yields without interruption, and he says some sophisticated traders rotated from BTC into tokenized treasuries and are now up. Source: @julian2kwan on X, Nov 22, 2025. He adds that BTC still leads market sentiment and that combining crypto with RWA can create a value-creation flywheel with new use cases in lending, borrowing, cross-collateralization, and structured debt and equity. Source: @julian2kwan on X, Nov 22, 2025. He states that IxsFinance focuses on real world asset tokenization and offers a BTC real yield product that lets BTC holders earn USD interest in RWAs. Source: @julian2kwan on X, Nov 22, 2025. He frames the current pullback as a buying opportunity for larger investors and positions tokenized treasuries as a defensive yield sleeve relative to BTC volatility. Source: @julian2kwan on X, Nov 22, 2025.

According to @StockMKTNewz, White House economic adviser Hassett said the data suggest we should cut in December, signaling administrative support for a December policy rate cut discussion (source: @StockMKTNewz). According to @StockMKTNewz, this is a White House comment and not a Federal Reserve decision, so traders typically monitor repricing in rate expectations via US Treasury yields, the DXY, and key crypto assets like BTC and ETH into the December event window (source: @StockMKTNewz).

According to the source, a social media post attributes to Stephen Miran the view that rising stablecoin demand could put downward pressure on US interest rates and that the stablecoin market could reach 3 trillion within five years; Source: X post dated Nov 10, 2025. For traders, the headline signals potential front-end yield compression and easier financial conditions if such flows materialize, making stablecoin market capitalization growth a key liquidity indicator to monitor for crypto risk positioning; Source: X post dated Nov 10, 2025.

According to @DowdEdward, he highlighted the idea of a perpetual bond with no maturity by likening it to rent and referenced an Andrew Yang post on X, drawing attention to renewed discussion around perpetual debt structures for funding needs (source: @DowdEdward on X). Perpetual bonds are fixed-income instruments with no redemption date that pay coupons indefinitely, with historical precedents such as British Consols issued by the UK government (source: Bank of England). For traders, the key lens is duration and term premium—changes in the perceived structure of government debt can affect long-end yields and discount rates for risk assets, a dynamic documented in Federal Reserve term premium research and the ACM Term Premium series (source: Federal Reserve). Crypto markets often react to shifts in real yields and liquidity; BTC and ETH have shown sensitivity to moves in the US 10-year TIPS yield that traders monitor alongside the CME CF Bitcoin Reference Rate during macro rate repricings (source: Federal Reserve FRED and CME Group).

According to The Kobeissi Letter, the US bond market’s MOVE Index dropped to 67 last week, its lowest since November 2021, signaling easing Treasury yield volatility across 2-year, 5-year, 10-year, and 30-year maturities, source: The Kobeissi Letter. The MOVE Index has declined by 73 points since April as conditions stabilized following the post–"Liberation Day" sell-off tied to President Trump, source: The Kobeissi Letter. The easing in rates volatility has been supported by two Federal Reserve rate cuts in September and October and by corporate credit spreads at their lowest level of the century, source: The Kobeissi Letter. The 10-year Treasury yield has fallen 70 basis points to 4.10% since January, indicating softer long-end rates, source: The Kobeissi Letter. For crypto and risk-asset positioning, traders can treat the reported decline in rates volatility and yields as reduced macro shock risk and monitor BTC and ETH sensitivity to US yields for potential carry and trend opportunities, source: The Kobeissi Letter.

According to @RhythmicAnalyst, US Treasury yields surged after COVID amid substantial money creation and uncertainty, then shifted into a range-bound consolidation starting January 2023 (source: @RhythmicAnalyst). This sideways phase has coincided with, and helped underpin, the bull trend in equities and crypto markets, making yields a critical macro driver to monitor for traders (source: @RhythmicAnalyst). The US 2-year Treasury yield is now testing a key support level that the market has respected during this consolidation (source: @RhythmicAnalyst). A confirmed breakdown in the 2-year yield would send a strong signal to both stock and crypto markets, potentially changing the current market regime (source: @RhythmicAnalyst). The directional resolution is expected within roughly one month, providing a near-term timing window for risk management and positioning (source: @RhythmicAnalyst).

According to @Andre_Dragosch, stablecoin demand—including Tether's $100 billion in short-term US Treasury holdings—will not be sufficient to significantly impact US Treasury yields. Dragosch notes that even with Tether's massive exposure, it would require approximately 10% of total Treasury issuance in net purchases to lower long-term yields by 30–50 basis points, which is far beyond current stablecoin demand levels (Source: Twitter/@Andre_Dragosch). For crypto traders, this analysis suggests that stablecoin growth is unlikely to provide tailwinds for US Treasury markets or indirectly benefit risk appetite in the crypto sector, keeping the focus on macroeconomic drivers rather than stablecoin treasury allocations.

According to @RobinBrooksIIF, FX-hedged US Treasury yields for major foreign investors from Europe and Japan are now mostly below zero, making US Treasuries unattractive compared to domestic government bonds (source: Twitter/@RobinBrooksIIF, June 2024). This dynamic contributes to the subdued demand for US Treasuries, which is significant for crypto traders as reduced international capital flows into US government debt can heighten volatility in the dollar and potentially drive risk-on sentiment in Bitcoin and other cryptocurrencies. Monitoring global bond flows and yield spreads is essential for anticipating swings in crypto market liquidity and investor behavior.

According to Stock Talk (@stocktalkweekly), US Treasury yields are not moving significantly, prompting discussions about the possible reintroduction of tariffs as a policy tool. Historically, tariff announcements have sparked risk-off sentiment, leading to increased volatility in both equity and cryptocurrency markets as traders seek safe-haven assets or hedge against macroeconomic uncertainty (source: Stock Talk Twitter, May 23, 2025). Crypto traders should closely monitor any official tariff policy signals, as past events have correlated with Bitcoin and altcoin price swings.

According to The Kobeissi Letter, a potential US recession could align with President Trump's economic objectives, including lower US inflation, reduced treasury yields, a smaller trade deficit, Fed rate cuts, and falling oil prices (source: The Kobeissi Letter, Twitter, May 21, 2025). For crypto traders, this scenario may drive increased volatility as traditional markets react to recessionary dynamics and policy shifts, possibly increasing demand for Bitcoin and stablecoins as alternative assets. Historically, rate cuts and weaker USD can benefit crypto prices, but investors should closely monitor macro data and policy announcements for trading signals.

According to The Kobeissi Letter, the S&P 500 experienced its largest daily decline since April 21st, closing down 1.6% as rising US Treasury yields spooked investors. This sharp downturn in equities signals increased risk aversion, which historically leads to higher volatility and liquidity shifts in the cryptocurrency market. Crypto traders should closely monitor US bond yield trends, as further equity outflows could trigger significant moves in Bitcoin and altcoin prices (Source: The Kobeissi Letter on Twitter, May 21, 2025).

According to The Kobeissi Letter, the S&P 500 closed down 1.6% in its largest single-day decline since April 21st, driven by growing concerns over rising US Treasury yields (source: @KobeissiLetter, May 21, 2025). This sharp stock market downturn increases risk-off sentiment, which typically causes heightened volatility in the cryptocurrency market as investors reassess risk exposure. Traders should monitor Bitcoin and Ethereum prices closely for potential sharp moves, as equity market stress can trigger liquidations or flight-to-safety flows into or out of digital assets.

According to The Kobeissi Letter, the 30-year US Treasury note yield reached 5.09% for the first time since November 2023, following four Federal Reserve rate hikes last year (source: The Kobeissi Letter, May 21, 2025). This spike is significant as the last comparable yield level occurred in July 2007. For crypto traders, rising long-term yields often signal tighter financial conditions and can lead to increased market volatility as liquidity shifts out of risk assets like cryptocurrencies and into traditional fixed-income products. Monitoring the bond market is crucial, as further yield increases could pressure crypto prices and impact trading strategies.

According to Eric Balchunas, recent market sentiment indicates that there is room for US Treasury yields to decrease further, which historically supports risk asset prices including Bitcoin and major altcoins (source: Eric Balchunas, Twitter, May 21, 2025). Lower yields generally reduce the opportunity cost of holding non-yielding assets like crypto, and traders should monitor the bond market as easing yields may provide bullish momentum for cryptocurrency markets over the coming weeks.

According to The Kobeissi Letter, the S&P 500 lost nearly 80 points in just 30 minutes at 1:00 PM ET following a weak 20-year US Treasury bond auction, which triggered a rapid spike in Treasury yields (source: The Kobeissi Letter on Twitter, May 21, 2025). This sharp move in yields spooked equity markets due to concerns over higher borrowing costs and potential shifts in risk appetite. Crypto traders should closely monitor US Treasury yields, as rising yields can lead to risk-off sentiment, impacting Bitcoin and altcoins through capital outflows and increased volatility. The event underscores the interconnectedness between traditional bond markets and crypto assets, making Treasury auction results a key watchpoint for crypto risk management.

According to The Kobeissi Letter, the S&P 500 dropped nearly 80 points within 30 minutes at 1:00 PM ET due to a weak 20-year US Treasury bond auction, which caused Treasury yields to spike sharply (Source: @KobeissiLetter, May 21, 2025). Elevated yields often trigger risk-off sentiment, leading to equity sell-offs and increased volatility across financial markets. For crypto traders, the rapid shift in US yields can signal tightening liquidity and potential downside for major digital assets, as institutional investors may rotate capital out of risk assets like Bitcoin and Ethereum into safer government bonds. Monitoring US Treasury auctions and yield movements remains critical for anticipating crypto price swings and managing trading risk.

According to Edward Dowd, US treasury yields closed flat following the Moody’s downgrade, signaling limited immediate impact on fixed income markets. Dowd highlights that over the next 12 months, yields are expected to decrease as economic realities catch up, with the housing sector leading a downturn and the current AI stock bubble deflating. This environment of lower yields and a potential stock market correction may drive increased demand for alternative assets, including cryptocurrencies, as investors seek yield and diversification amid traditional market volatility (source: Edward Dowd on Twitter, May 19, 2025).

According to The Kobeissi Letter, US Treasury yields are surging following Moody’s recent downgrade, with the 10-year note yield approaching the critical 4.50%-4.60% range (source: The Kobeissi Letter on Twitter, May 18, 2025). Historically, this yield level has triggered significant policy reactions, especially during the Trump Administration. For crypto traders, rising yields often signal increased volatility and potential capital outflows from risk assets like Bitcoin and Ethereum, as higher yields can make traditional assets more attractive. This movement could impact liquidity and short-term trading strategies across the cryptocurrency market.

According to The Kobeissi Letter, US 10-year Treasury yields are surging towards the 4.50%-4.60% range following Moody’s recent downgrade on Friday (source: @KobeissiLetter, May 18, 2025). Historically, this yield level has triggered strong policy responses during the Trump Administration, typically in response to trade tensions or recession fears. Rising yields increase the opportunity cost of holding risk assets like Bitcoin and Ethereum, often leading to short-term volatility in the crypto market as investors rebalance portfolios towards safer fixed-income assets. Crypto traders should closely monitor bond market movements, as sustained high yields could pressure digital asset prices (source: @KobeissiLetter).