đŁ BONDPOCALYPSE â BITCOIN đ
Over $300 trillion in global debt is now hunting for pristine collateral. Since 2020, fiat expansion (+7% M2) has vaporized nearly $22 trillion in bondholder wealth. Yields in Japan just hit 17-year highs, and governments are staring down $10T+ per year in new debt issuance.
MeanwhileâŠ
đ Spot BTC ETFs are posting record inflows
đŠ Exchange balances sit at multi-year lows (the great HODL squeeze)
đ Only 2â3 million BTC remains truly liquid
Do the math: just 1% of the global bond market rotating into Bitcoin equals $3 trillion chasing a few million coins. Thatâs how digital credit markets â BTC-backed notes, sovereign bonds, and collateralized instruments â become the next bridge between TradFi and crypto.
Bonds debase. Bitcoin collateralizes.
The re-pricing of duration risk is already underway â and Bitcoin is where liquidity flees when trust breaks. âĄ
#Bitcoin #BTC #Macro #BondMarket #CryptoFinance #ETFFlows