According to The Kobeissi Letter, US 2-year economic growth expectations have dropped at their fastest rate in three years since March, while the 10-year real note yield has climbed approximately 40 basis points to 2.2% (source: The Kobeissi Letter, May 27, 2025). This divergence highlights tightening financial conditions and increased risk aversion in traditional markets, which historically have led to higher volatility and capital flows into alternative assets such as Bitcoin and Ethereum. Crypto traders should closely monitor these macro trends, as shifts in US bond yields and economic outlooks often trigger significant movements in digital asset prices.