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Claim1,200 USDT in the Monthly Creation ChallengePost To Earn BonusHTX Creation Challenge — Post and Win 1,500U 💥 Article Bitcoin’s hard-money thesis is colliding with 5% Treasury yields Bitcoin’s har

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Bitcoin’s hard-money thesis is colliding with 5% Treasury yields

Bitcoin’s hard-money thesis is colliding with 5% Treasury yields
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Bitcoin’s hard-money thesis is colliding with 5% Treasury yields
The bond market was supposed to be Bitcoin's origin story, not its daily price driver. And yet here we are in May 2026, watching crypto traders refresh yield curves on a Saturday morning.

Published
May. 23, 2026
at 6:40 pm GMT
5 min read
Andjela RadmilacCryptoSlate logo
Andjela Radmilac
Senior Analyst
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Bitcoin was created as a response to the kind of debt-financed monetary disorder now playing out across global bond markets. The original thesis was that when governments borrowed recklessly and debased their currencies, hard-money assets would absorb the resulting demand.

What that thesis left unresolved is the possibility that the debt spiral could tighten financial conditions strong enough to suppress speculative assets before the hard-money argument has time to play out.

In 2026, the long-term narrative and the short-term mechanics are running in opposite directions, and understanding why requires spending a few minutes with the most consequential number in global finance right now.

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On May 20, the 30-year Treasury yield reached 5.18%. A $25 billion auction of new 30-year bonds on May 13 was awarded at 5.046%, the first time investors have received 5% on the long bond since 2007, driven by surging energy prices and rising expectations that inflation could prove more durable than markets assumed.

30y us treasury bond yield
Graph showing the yield on 30-year US Treasury securities from Jan. 1, 2007, to May 20. 2026 (Source: FRED)
The last time yields were at these levels, Bear Stearns was stil

Article Bitcoin’s hard-money thesis is colliding

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Claim1,200 USDT in the Monthly Creation ChallengePost To Earn BonusHTX Creation Challenge — Post and Win 1,500U 💥The paradox Bitcoin was built for There's a longer argument worth holding onto here, ev

The paradox Bitcoin was built for
There's a longer argument worth holding onto here, even amid the short-term pressure. The rotation out of traditional safe havens into Bitcoin as a perceived alternative store of value reflects the fiat debasement narrative gaining renewed traction as fiscal deficits expand and central bank balance sheets remain structurally large.

As sovereign debt sustainability concerns accumulate and the rate of American borrowing becomes harder to ignore, the long-cycle argument for Bitcoin as

The paradox Bitcoin was built for There's a longe

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Korean Analyst Expects XRP Channel to Push Prices to $5

A pseudonymous Korean analyst suggests that XRP still has the potential to reach $5 and potentially claim $20, citing its ascending channel structure.

XRP has pulled back alongside the rest of the crypto market, dropping nearly 13% from its May 14 high of $1.54 to $1.34. Despite the recent decline, Korean financial analyst Ninedex believes XRP's ascending channel structure could still push prices to $5, with a potential overshoot to $20.

Key Points

XRP has fallen nearly 13% from its May 14 high of $1.54 to around $1.34.

Korean Analyst Expects XRP Channel to Push Prices

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Claim1,200 USDT in the Monthly Creation ChallengePost To Earn BonusHTX Creation Challenge — Post and Win 1,500U 💥The reported deal terms explain the move. The draft framework would extend the ceasefir

The reported deal terms explain the move. The draft framework would extend the ceasefire, reopen Hormuz, allow Iran to sell oil, and begin negotiations over curbing Iran's nuclear program.

A similar outline described a gradual reopening of the waterway, sanctions waivers for oil sales, and unresolved details around enrichment and nuclear material.

For Bitcoin, the oil channel is central to the trade. The asset has spent much of the Iran war period behaving like a liquidity-sensitive risk asset, under pressure from higher energy costs and tighter Fed pricing.

A credible reduction in the oil shock can support crypto by lowering the probability that policymakers need to keep 

The reported deal terms explain the move. The draf

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投资巨头预测 Solana 将反弹——上涨空间达 165% VanEck 预测，到 2025 年，受美国货币供应量增加、机构支持力度加大和市场主导地位不断增强的推动，Solana 将飙升 165% 至 520 美元。 Solana 曾被认为仅仅是以太坊的替代品，但现在它强势回归，速度更快、更强大，有望突破。VanEck 预测 Solana 将反弹超过 100%，这为 Solana 巩固其顶级区块链地位奠定了基础。围绕潜在 Solana ETF 的讨论只会火上浇油，吸引渴望获得曝光的机构投资者。与此同时，就连疯狂的政治世界也开始看好 SOL，特朗普的 meme 币在网络上流传，证明了其在速度和效率方面的主导地位。 随着势头的增强，有一件事是清楚的：Solana 不仅幸存了下来，而且还在蓬勃发展，而这次反弹可能只是一个开始。

<div><span style="font-size: 15px;">投资巨头预测 Solana 将反弹——上涨空间达 165%</span></div><div><span style="font-size: 15px;"><br /></span></div><div><span style="font-size: 15px;">VanEck 预测，到 2025 年，受美国货币供应量增加、机构支持力度加大和市场主导地位不断增强的推动，Solana 将飙升 165% 至 520 美元。</span></div><div><span style="font-size: 15px;"><br /></span></div><div><span style="font-size: 15px;">Solana 曾被认为仅仅是以太坊的替代品，但现在它强势回归，速度更快、更强大，有望突破。VanEck 预测 Solana 将反弹超过 100%，这为 Solana 巩固其顶级区块链地位奠定了基础。围绕潜在 Solana ETF 的讨论只会火上浇油，吸引渴望获得曝光的机构投资者。与此同时，就连疯狂的政治世界也开始看好 SOL，特朗普的 meme 币在网络上流传，证明了其在速度和效率方面的主导地位。 随着势头的增强，有一件事是清楚的：Solana 不仅幸存了下来，而且还在蓬勃发展，而这次反弹可能只是一个开始。</span><img src="https://d1x7dwosqaosdj.cloudfront.net/images/2025-02/71f7735fcef848b9b9751abe42606dd2.jpeg" alt="1739062102933.png" style="margin-top: 10px; margin-bottom: 10px; width: 381.19px; height: auto;" /></div><div><br /></div>

投资巨头预测 Solana 将反弹——上涨空间达 165% VanEck 预测，到 2025 年

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投资巨头预测 Solana 将反弹——上涨空间达 165% VanEck 预测，到 2025 年

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