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Crypto Macro

Strive CEO: US Treasury near tipping point, bitcoin’s ‘grand slam’ forming

Strive CEO Matt Cole argues that the US fiscal trajectory is unsustainable and that the Treasury’s attempts to cap long-term yields will fail, leading to a dollar decline and a surge in bitcoin. He highlights the 5.25%-5.85% range for the 10-year yield as a critical resistance zone, predicting eventual massive intervention and a weaker dollar, which would be unprecedented for bitcoin.

Original source

AI take

The claim that Treasury yield-curve control is nearing its limit shifts the debate from cyclical rate moves to structural fiscal strain. If long-end caps fail, the dollar's reserve status becomes the transmission mechanism for bitcoin demand, which would mark a regime change rather than a risk-on rally. The specific yield band cited is less important than the implied sequence: intervention, currency depreciation, then asset repricing. What matters next is whether official commentary or auction demand signals validate the stress scenario, or whether the 10-year range holds as a self-fulfilling ceiling. That distinction will separate a structural thesis from a tactical one.

Generated by AI for reference only.

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