Chu kỳ siêu của bitcoin có thể được kích hoạt bởi lợi suất trái phiếu tăng cao

The Huoxing Finance report states that Shang Wu, Senior Research Analyst at BitMEX, wrote that the sustained rise in government bond yields signals an impending "structural" shift that will create a "super cycle" of price increases for Bitcoin. Shang Wu noted that under pressures such as the U.S. government's $39 trillion debt and massive spending on AI infrastructure, central banks will ultimately respond through currency depreciation and covert liquidity injections. At that point, investors will sell off depreciating traditional assets and shift allocations toward Bitcoin, a scarce asset immune to inflation. Last week, the yield on 30-year U.S. Treasury bonds surpassed 5.14%, while the yield on Japan's 10-year government bonds reached 2.8%. He believes that while short-term volatility is inevitable, in the long term, this will be Bitcoin's most significant structural tailwind.