According to @cas_abbe, Bitcoin BTC holding above 100K is being supported by the U.S. dollar and global liquidity rather than crypto specific headlines, the source states. The source indicates traders should anchor their BTC bias to USD trend and liquidity conditions when assessing breakdown risk or continuation potential, per @cas_abbe. The source suggests tracking the U.S. Dollar Index DXY and global liquidity gauges for confirmation signals on BTC trend sustainability, according to @cas_abbe.

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.