$BTC MACRO SHOCK: “RISK-FREE” US DEBT JUST GOT QUESTIONED 🚨
A quiet but deeply unsettling signal just hit global markets. Denmark’s AkademikerPension, managing nearly $25B, has announced it will sell every US Treasury it holds by the end of January — a complete exit from an asset long considered untouchable.
The fund’s CIO was blunt: the US is “not a good credit,” and government finances are viewed as unsustainable in the long term. While the position itself (~$100M) is small in the context of the bond market, the message is anything but small.
This isn’t about yields anymore — it’s about trust.
When a conservative European pension fund starts openly questioning the safety of US debt, the foundation of the so-called “risk-free asset” narrative begins to wobble. Alone, this won’t move markets. But if other funds follow, the psychological shift could be fast — and irreversible.
For Bitcoin, moments like this matter.
Cracks in sovereign trust tend to push capital toward scarce, neutral assets.
Is this just a symbolic protest…
Or the first domino in a much larger re-pricing of risk?
