According to @Andre_Dragosch, US Treasury bonds are no longer the de facto safe-haven asset and the world is transitioning to a new global monetary regime, challenging the traditional “intelligent investor” paradigm; source: Andre Dragosch on X, Sep 3, 2025. He adds that “intelligent” company valuation methods will likely return, implying recent dislocations are regime-driven rather than fundamentals-led; source: Andre Dragosch on X, Sep 3, 2025. For traders, this view signals a need to reassess bond-based hedges and safe-haven assumptions when managing crypto and equity risk exposure; source: Andre Dragosch on X, Sep 3, 2025.