How Will the US Treasury Bond Buyback Affect Bitcoin? Here Are Analysts' Opinions

cryptonews.ruPublished on 2026-08-21Last updated on 2026-08-21

Abstract

The potential expansion of the U.S. Treasury's bond-buyback program could positively influence Bitcoin's price trajectory, according to analyst Mark Connors of Risk Dimensions. He suggests that if the program eases pressure on long-term U.S. Treasury yields, it may create favorable macro conditions for Bitcoin, potentially accelerating its path toward a current cycle target of $180,000. In the long term, under favorable conditions, Bitcoin could reach a range between $180,000 and $360,000. Macroeconomic factors like Treasury yields, monetary policy expectations, and global liquidity increasingly drive Bitcoin's price movements. U.S. debt management policy is therefore closely watched by the crypto market. Connors also highlights the upcoming U.S. CLARITY Act, aimed at crypto regulation, as a key short-term catalyst. Any regulatory progress, especially before mid-September, could boost institutional interest in Bitcoin. Analysts conclude that Bitcoin's next potential rally may depend not only on crypto-specific events but also on broader U.S. economic and debt management policies.

It has been suggested that the expansion of the US Treasury Department's bond buyback program could help Bitcoin reach its target price in the current market cycle more quickly.

Marc Connors, Chief Investment Officer and Macroeconomic Analyst at Risk Dimensions, stated that if the Treasury Department's actions alleviate pressure on the yields of long-term US Treasury bonds, it could create favorable conditions for Bitcoin's growth.

According to Connors, these events could enable Bitcoin to reach its current target of $180,000 faster. The analyst believes that under favorable macroeconomic conditions, Bitcoin could gain momentum and reach a price range of $180,000 to $360,000 in the long term.

Recently, macroeconomic events have increasingly influenced Bitcoin's price movements. US Treasury bond yields, monetary policy expectations, and global liquidity conditions are among the factors directly affecting investor demand for risky assets. Therefore, public debt management policy is under close scrutiny by the cryptocurrency market.

Connors also noted that developments regarding the CLARITY Act, a bill aimed at regulating the US cryptocurrency market, will be a key factor in the short term. He emphasized that any progress before September 15 will be closely monitored by the market, adding that regulatory clarity could boost institutional investor interest in Bitcoin.

According to analysts' estimates, the next surge in Bitcoin's price may depend not only on events specific to the cryptocurrency market but also on US economic and public debt policies.

*This is not investment advice.

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Related Questions

QHow might the expansion of the U.S. Treasury bond buyback program potentially impact Bitcoin's market cycle?

AAccording to the article, it has been suggested that the expansion of the U.S. Treasury's bond buyback program could help Bitcoin reach its target price level faster in the current market cycle.

QWhat is the key price target for Bitcoin mentioned by analyst Mark Connors in the context of favorable macro conditions?

AMark Connor's current target for Bitcoin is $180,000, with a potential long-term price range reaching up to $360,000 under favorable macroeconomic conditions.

QAccording to the article, what are some key macroeconomic factors currently influencing Bitcoin's price movement?

AThe key macroeconomic factors include U.S. Treasury yields, monetary policy expectations, global liquidity conditions, and U.S. government debt management policies, all of which directly impact investor demand for risk assets like Bitcoin.

QWhat U.S. legislative development does Mark Connors highlight as a key short-term factor for the market?

AMark Connors highlights developments regarding the CLARITY Act, a bill aimed at regulating the U.S. cryptocurrency market, as a key short-term factor, with any progress before September 15 being closely monitored.

QWhat potential effect could regulatory clarity in the U.S. have on Bitcoin, as per the article?

ARegulatory clarity could enhance institutional investor interest in Bitcoin, according to analyst Mark Connors.

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