# Пов'язані статті щодо Yield

Центр новин HTX надає останні статті та поглиблений аналіз на тему "Yield", що охоплює ринкові тренди, оновлення проєктів, технологічні розробки та регуляторну політику в криптоіндустрії.

U.S. Treasury Steps Up Long-Term Bond Buybacks, Why Are Gold and Bitcoin Rising?

The U.S. Treasury's announcement to double its long-term Treasury bond repurchase program has fueled market fears over potential dollar depreciation, leading to significant rallies in both Bitcoin and gold. Analysts interpret the larger buybacks as a form of easing, which could exacerbate inflation and erode the dollar's purchasing power, driving investors toward perceived hard assets like Bitcoin and gold. Bitcoin saw a sharp surge, further amplified by short-covering and positive regulatory developments. Gold also broke above a key technical level amid dollar weakness. However, the bond market's reaction was muted, with long-term yields remaining elevated. Skepticism persists over whether these repurchases can address the fundamental pressures driving the bond sell-off, especially against a backdrop of soaring U.S. government debt and interest costs.

华尔街日报19 год тому

U.S. Treasury Steps Up Long-Term Bond Buybacks, Why Are Gold and Bitcoin Rising?

华尔街日报19 год тому

Mysterious "Whale" Sells $576 Million Worth of Bitcoin Amid BTC Price Approach to $80,000

An unidentified crypto "whale" sold 2,700 BTC (worth approximately $211.8 million) in a single transaction, bringing its total sales over three days to 7,700 BTC for roughly $576.6 million. This selling pressure occurs as Bitcoin trades near the $80,000 mark, having recently retreated from nearly reaching that level. While large holders often sell to realize profits during sharp rallies, on-chain data only confirms the movement of coins, not the motive. So far, these sales have had little impact on Bitcoin's upward momentum, with the asset posting double-digit gains recently and its strongest weekly increase since 2024. The rally was fueled by a U.S. Treasury Department announcement to at least double its long-term bond buyback operations starting September 9th, which lowered bond yields and pushed investors toward riskier assets like Bitcoin. This week's selling marks a reversal from a recent accumulation trend, where large holders had added about 43,000 BTC (worth ~$2.75B) over a 60-day period ending in mid-August, helping set the stage for the current price surge. As Bitcoin hovers around $80,000, traders are watching key factors: whether other major holders will follow suit and sell into strength, and if renewed institutional demand from ETFs can absorb the selling pressure. The outcome will likely determine Bitcoin's next major price move.

cryptonews.ruВчора 22:43

Mysterious "Whale" Sells $576 Million Worth of Bitcoin Amid BTC Price Approach to $80,000

cryptonews.ruВчора 22:43

Analysts Predict Strong Bitcoin Rally, but Profit-Taking Risk Remains

Analysts forecast significant Bitcoin price growth but caution that profit-taking risks remain. Bitcoin surged to a multi-month high of $79,491 on August 21, with the rally driven by spot demand and short covering rather than new leverage, according to Bitfinex analysts. They noted that cash-based rallies tend to be more sustainable than those fueled by borrowed funds. The initial price jump on August 19, to $69,749, was triggered by a short squeeze that liquidated approximately $1.48 billion in positions, mostly shorts. This coincided with a $297.6 million inflow into US spot Bitcoin ETFs. Further gains were supported by macroeconomic factors, including a US Treasury announcement to double its long-term bond buyback program to at least $4 billion per operation, aiming to improve liquidity conditions which historically correlate with Bitcoin's price. A key technical level is the $68,000-$69,000 zone, representing the aggregate cost basis for buyers over the past five months. Trading above this level is crucial for maintaining their profitability and reducing sell pressure. Strong continued inflows into US spot Bitcoin ETFs, including a notable $606.29 million on August 20, are seen as vital for sustaining the rally's momentum. A return to a positive Coinbase Premium Index would confirm renewed US investor demand. However, risks persist. Analysts warn of a potential large wave of profit-taking if significant amounts of Bitcoin are moved to exchanges. Additionally, rising long-term bond yields and macroeconomic pressures, such as the US national debt surpassing $40 trillion, remain challenges that could test the rally's resilience more than any on-chain signal.

cryptonews.ruВчора 10:33

Analysts Predict Strong Bitcoin Rally, but Profit-Taking Risk Remains

cryptonews.ruВчора 10:33

Treasury Secretary's Move to Suppress Treasury Yields Ignites 'Currency Debasement Trade'! Gold Hits Three-Month High, Bitcoin Surges Over 25% in a Single Week

US Treasury Secretary Besant's efforts to lower long-term Treasury yields by announcing expanded buybacks had only a brief market impact. However, this move fueled a "currency devaluation trade," weakening the US dollar while boosting both gold (to a three-month high) and Bitcoin (up over 25% for the week). Analysts attribute this reaction to deepening market concerns over the massive US fiscal deficit and structural pressures keeping long-term rates elevated, including fierce competition for capital from global government borrowing and massive AI sector financing. Despite the Treasury's actions, fundamental forces like growth, inflation, and capital demand are seen as limiting its ability to sustainably suppress yields. Bitcoin's strong positive correlation with gold has reinforced its narrative as a hedge against devaluation. While equity markets have shown resilience, some strategists warn that Treasury yields nearing 5% increase pressure on the dollar and high-leverage assets. Figures like Ray Dalio have advised reducing bond exposure in favor of gold and some Bitcoin, citing US debt risks. Market opinions are divided on the sustainability of the devaluation trade, with some noting the lack of a near-term catalyst for its next leg higher. The underlying tension between the Treasury's desire for lower borrowing costs and the Federal Reserve's focus on inflation and reducing market intervention remains a key theme. Upcoming events like Nvidia's earnings and the Jackson Hole symposium will test whether AI profits can continue supporting stocks and if the Fed aligns more with Washington's preference for easier financial conditions.

华尔街日报2 дні тому 23:05

Treasury Secretary's Move to Suppress Treasury Yields Ignites 'Currency Debasement Trade'! Gold Hits Three-Month High, Bitcoin Surges Over 25% in a Single Week

华尔街日报2 дні тому 23:05

Risk Dimensions Consulting Head Explains Link Between Bitcoin Price and U.S. National Debt

The head of consulting firm Risk Dimensions explained the connection between Bitcoin's price and the U.S. national debt. He commented on U.S. Treasury Secretary Scott Bessent's plan to regularly buy back long-term Treasury bonds, initially with $4 billion, a move seen as atypical and potentially a response to rising long-term borrowing costs. He expects these buybacks could increase to $10–30 billion per month. High Treasury yields currently make them more attractive than risky assets like Bitcoin, potentially drawing investors away from crypto. The bond buybacks are intended to support their prices and curb further yield increases. Another factor is the potential easing of the Supplementary Leverage Ratio (SLR), which would allow banks to hold more bonds. The executive stated that Bitcoin's movement toward a first target of $180,000 is contingent on these developments. In the short term, he views $72,000 as a key level for Bitcoin, with the risk of falling below it if there's no progress on the CLARITY cryptocurrency regulation bill. Previously, a Standard Chartered analyst predicted Bitcoin could reach $100,000 by year-end, supported by increased liquidity in the U.S. Treasury market.

cryptonews.ru2 дні тому 11:28

Risk Dimensions Consulting Head Explains Link Between Bitcoin Price and U.S. National Debt

cryptonews.ru2 дні тому 11:28

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

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.

cryptonews.ru2 дні тому 10:51

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

cryptonews.ru2 дні тому 10:51

Goldman Sachs Buys Volatility, Turns Bitcoin into a Yield Business

Goldman Sachs acquired NEOS Investments for up to $2.25 billion, gaining a suite of ETFs that generate income by selling options against crypto assets, particularly Bitcoin. This includes the BTCI fund, which sells call options against Bitcoin ETF holdings to capture high premiums from crypto’s volatility, offering investors stable cash flow—around 27% annualized in returns—while capping upside potential and fully exposing them to downside risk. The move highlights Wall Street’s broader push to package crypto-native yield—through staking, lending, and structured products—without taking directional bets on prices. Firms like Fidelity, JPMorgan, and Morgan Stanley now offer staking services or accept crypto as collateral for loans, collecting steady fees regardless of market direction. In contrast, native crypto firms like Bitwise remain vulnerable to market downturns, as their revenue depends entirely on assets under management. This reflects a strategic pivot: large institutions no longer need to “believe” in crypto to profit from it. They monetize volatility and investor activity through fee-based structures, leaving price risk to retail investors. As regulatory shifts like the proposed 401(k) rules unfold, yield-generating crypto products may gain even broader adoption in traditional portfolios, further cementing Wall Street’s role as a neutral intermediary capturing reliable revenue streams from the ecosystem.

marsbit2 дні тому 08:07

Goldman Sachs Buys Volatility, Turns Bitcoin into a Yield Business

marsbit2 дні тому 08:07

US Stock Market Trends (August 21): Long-Term Bond Repo Fails, Walmart's Warning Drags Dow Down 700 Points

**U.S. Market Trends (Aug 21): Long-Term Bond Relief Fizzles, Walmart Drags Dow Down 700 Points** U.S. stocks fell sharply, with the Dow plunging over 700 points, as relief from the Treasury's long-term bond buyback plan proved fleeting. Major indexes declined as long-end Treasury yields and oil prices resumed their upward climb, reigniting inflation fears and pressure on high-valuation assets. The key catalyst was the rapid reversal in the bond market. The Treasury's expanded buyback program briefly calmed markets, but 30-year yields quickly rebounded near 5.26%, approaching recent 20-year highs. This signaled that liquidity interventions cannot overcome structural pressures from massive U.S. debt, fiscal deficits, and competing capital demands from AI infrastructure spending. Simultaneously, rising oil prices (WTI +2.3%) on geopolitical tensions renewed inflation concerns, squeezing consumer spending power. This pressure was highlighted by Walmart's 9% stock plunge. Despite beating earnings estimates, its weak U.S. same-store sales growth and lowered annual guidance exposed caution among lower-income consumers. Tech stocks faced broad pressure. The "Magnificent Seven" giants broadly declined, with Moderna crashing over 23% a day after a massive rally on vaccine trial news, exemplifying swift profit-taking. However, select semiconductor names (e.g., Marvell, Micron) gained on specific AI-related catalysts, indicating a more discerning market moving beyond hype to scrutinize real cash flows and capital expenditure sustainability. Bitcoin surged past $72,000, while gold seesawed near $4,500/oz. Alibaba's earnings showed strong AI cloud revenue growth but significant cash outflow due to infrastructure investments. The market's core takeaway is that Treasury actions provide only temporary relief, not a trend reversal. Focus now shifts to whether long-term yields can stabilize below 5.3% and to upcoming Federal Reserve commentary for clues on the rate path. Sustainable equity recovery hinges on the bond market calming and major tech stocks showing concurrent strength.

marsbit2 дні тому 02:01

US Stock Market Trends (August 21): Long-Term Bond Repo Fails, Walmart's Warning Drags Dow Down 700 Points

marsbit2 дні тому 02:01

Jupiter Smart Debt Lets Borrowed Solana Assets Earn Trading Fees

Jupiter Lend has launched a Smart Debt feature, developed with Fluid, which allows users to automatically deploy borrowed assets into DEX liquidity pools to earn trading fees, aiming to improve capital efficiency and potentially offset borrowing costs. This is complemented by a Smart Collateral feature. The article emphasizes that this is not risk-free yield, highlighting the introduction of risks like impermanent loss, smart contract vulnerabilities, liquidation, and market risks once borrowed assets are placed in liquidity pools. It positions Smart Debt as a leveraged DeFi strategy suited for experienced users seeking efficiency, rather than a simple yield product. The piece notes this development aligns with Jupiter's expansion on Solana and a broader DeFi trend toward greater capital composability, while stressing the critical need for user understanding and transparent risk communication due to the increased complexity.

bitcoinist2 дні тому 23:50

Jupiter Smart Debt Lets Borrowed Solana Assets Earn Trading Fees

bitcoinist2 дні тому 23:50

Schiff Calls Bitcoin's Surge to $72K a 'False Signal Wave', Triggered by Treasury Department's Actions

Peter Schiff, a long-time gold advocate and Bitcoin critic, dismissed its recent surge past $72,000 as a "false breakout" or "head fake" triggered by a U.S. Treasury announcement. According to Schiff, the Treasury's move to double its bond buyback operation to $4 billion, aimed at boosting liquidity and indirectly lowering yields, caught markets off guard and propelled Bitcoin from below $65,000 to over $71,000, ending a period of price stagnation. Schiff argued that while Bitcoin investors correctly anticipate loose monetary policy as a catalyst for assets like gold and Bitcoin, they are only "half right." He advised selling Bitcoin and buying gold instead, favoring the precious metal over its digital counterpart. He further suggested the Treasury's action has been ineffective, as bond yields have resumed rising, predicting that much larger buybacks and an official Federal Reserve quantitative easing program will be necessary. Although Schiff links such monetary measures to a sharp rise in gold prices, he notes the same conditions could continue fueling Bitcoin's price appreciation if investors persist in viewing it as a meaningful scarce asset and store of value, similar to gold's historical role.

cryptonews.ru08/20 20:36

Schiff Calls Bitcoin's Surge to $72K a 'False Signal Wave', Triggered by Treasury Department's Actions

cryptonews.ru08/20 20:36

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