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Goldman Sachs’ Tony Pasquariello warns 10-year yields at 5.17%, a 24-year high, are reintroducing pressure on equities and yield-less assets like Bitcoin.
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Bitcoin’s 33% 90-day rally is a rebound inside a losing year, given that it’s down 30% over 12 months while bonds paid interest the entire time.
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Bitcoin’s $3.55 billion inflow week must extend into consecutive weeks of steady buying before it signals durable demand rather than a one-week rotation.
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Building a portfolio and living off one are two completely different skills, and almost nobody teaches the second. This problem is what The Definitive Guide to Retirement Income helps, and it is free today. Read more here. (Sponsor)
In the week ending September 29, 2026, crypto investment funds attracted $3.55 billion, marking their largest weekly inflow of the year Bitcoin (CRYPTO: BTC) funds alone accounted for $2.52 billion. Just one day later, the 10-year Treasury yield surged to 5.31%, reaching its peak since 2002
Normally, these two events do not occur simultaneously. Typically, money flows out of non-interest-bearing assets like Bitcoin when government bonds offer their highest rates in years. As of October 3, Bitcoin is trading near $84,600. So why does it seem like Bitcoin is ignoring the bond market?
The 10-Year Treasury Yield Hit Its Highest Level Since 2002
The 10-year Treasury yield represents the annual return that investors earn by lending money to the U.S. government for ten years. Considered one of the safest investments, this yield influences rates on mortgages, car loans, and corporate borrowing.
In September alone, the yield rose 0.55 percentage points, surpassing its previous peak of 5.26% in 2007. Factors like anticipated Federal Reserve rate hikes, high energy prices, and a rising U.S. national debt have all contributed to this increase.
In this climate, Bitcoin faces an uphill battle. Unlike government bonds, which offer a safe return of 5.31%, Bitcoin pays no interest or dividends. Its appeal rests entirely on potential price appreciation.
Bitcoin Rose About 10% in September Even as Yields Jumped
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Source: finance.yahoo.com