The U.S. long-term treasury suddenly collapsed! Yields soared to a new high in 4 months, what should you do with your Bitcoin position?
The yield on the U.S. 30-year treasury has surged again, hitting a new high since September. In simple terms, this means that no one is willing to hold long-term treasuries, and the yields are being forced up. What does this indicate? The market believes that inflation has not been contained at all; the Federal Reserve says it might lower interest rates, but in the long run, people are not buying it.
My view:
The short-term and long-term bond trends are completely split, indicating that institutions are also very conflicted, hoping for interest rate cuts while fearing inflation’s return. This could put short-term pressure on the crypto market, as higher treasury yields might lead some conservative funds to prefer to "lie flat" and earn interest, temporarily not pouring into Bitcoin.
However, I think there’s no need to panic too much. Why? Because if inflation is indeed stubborn, economic pressure will only increase, and when risk aversion rises, Bitcoin may actually become a choice for some people. So the current fluctuations are inevitable, but the long-term logic remains unchanged.
What should players do?
Don’t panic when there’s a drop, and don’t chase when there’s a rise. Hold onto the value coins you believe in, and don’t get washed out by short-term volatility.
Manage your positions well, don’t go all in too easily, keep some bullets in hand, and only buy cheap when prices drop.
Pay attention to news, but don’t let news lead you around, especially macro data; understanding the larger trend is more important.
For the overall crypto market, the short-term funding situation may be cautious, but every pullback during a bull market is an opportunity. Hold steady, and don’t easily get swayed.
Want to know which sectors might have potential next? I will organize a list of ambushes in the next couple of days, so follow me and pay attention to my next update!
Want to know how I, Zitan, led my friends in the village to avoid being pricked and made precise ambushes? Follow @链上紫檀 2026 , and participate in every attack by the Zitan villagers! Zitan will announce the specific entry times and real-time news every day in the village! #BTC #ETH


