This is the truth behind the Bitcoin surge!

U.S. Treasuries are being sold off by global capital, while Bitcoin is soaring all the way above $110,000, these two things seem to be unrelated, but there is a hidden mystery, today I want to tell you the truth of a peak cognition, global capital is redefining what is a real safe-haven asset.
Let's take a look at a set of shocking data, last night's U.S. 20-year Treasury bond auction German standard interest rate soared to 5.047, the worst record of the year, and what is even more terrifying is that the subscription ratio of foreign investors fell below the psychological threshold of 70, which means that global capital is collectively fleeing the U.S. bond market, and the root of all this is the huge debt of the U.S. government of 36 trillion U.S. dollars, and the annual interest expense alone accounts for 4% of GDP, how exaggerated this figure is, which is equivalent to more than twice the annual military spending of the United States At the time when the U.S. bond market was in turmoil, Bitcoin staged a shocking reversal, the price exceeded $110,000 at the same time, and its 30-day correlation with U.S. bonds turned negative for the first time, this kind of mirror trend of you fall and I rise completely subverted the operation logic of the traditional financial market, BlackRock and other institutions through spot ETFs net inflows of up to $2.7 billion in a single week, the global Bitcoin exchange stock has fallen to the lowest level since 2018, these data are illustrating a fact, Big money is hoarding Bitcoin as digital gold.
Bitcoin's surge is by no means accidental, but global capital is redefining safe-haven assets, and its underlying logic contains three revolutionary characteristics, first of all, the scarcity of data, the total amount is constant at 21 million, and the annual inflation rate is only 1.7%, compared to the global central bank money printing scale of more than 120 trillion US dollars since the epidemic, this limited supply VS wireless money printing confrontation is reshaping the basic paradigm of value storage, followed by technical censorship resistance through blockchain technology, Bitcoin has achieved asset autonomy that traditional finance cannot achieve, and in the Russia-Ukraine conflict, we have seen that both sides are using cryptocurrencies to circumvent financial sanctions, and this digital firewall is being valued by more countries.
Finally, global liquidity, the lightning network makes the bitcoin transaction speed exceed 10TPS, and the transaction cost is reduced to 0.0001 US dollars, this efficiency close to traditional electronic payment makes digital gold have a practical circulation function for the first time, and the most noteworthy is the strategic layout at the national level, after El Salvador listed bitcoin as legal tender, its national reserves have floated more than 60%, and Iran used bitcoin to settle oil exports, successfully bypassing the blockade of the dollar, These cases are proving that cryptocurrencies are upgrading from edge experiments to national strategic tools, data show that the global stablecoin trading volume has reached 27 trillion US dollars, more than Visa and Mastercard combined, behind this explosive growth, is the instinctive resistance of emerging markets to the dollar system, the current market shows three key turning signals, the proportion of diamond hands held for more than 5 years rose to 28%, a record high, and the proportion of institutions in the futures open interest exceeded 62%, The correlation between Bitcoin and the Nasdaq index has dropped to 0.3, these data are telling the same fact, Bitcoin is completing the identity transformation from a risk asset to a safe-haven asset, Morgan Stanley's latest research report, and even predicts that the price of Bitcoin may rise by $80,000 for every 1% market share of gold. When traditional hedging tools begin to fluctuate in the opposite direction, the market is spontaneously looking for new value anchors, Hong Kong's recent issuance of 10 virtual asset licenses, the United States passed the GENIUS stablecoin bill, all indicate that the regulatory framework is accelerating the formation, this kind of barbaric growth normative development of the evolutionary path, the same as the early Internet revolution, the wheel of history is always strikingly similar, when the old system cracks, it is often the best time for new species to grow explosively, and this time blockchain technology provides more than just a new asset , but also a set of financial immune system against systemic risk, this century drama has just begun, are you ready to witness history? ##比特币突破11万美元 #特朗普晚宴 #GENIUS稳定币法案 #BTC market capitalization hit a new high #