Bonds

Bitcoin Bulls Should Keep an Eye Out for Spike in Key Bond Market Index
The MOVE index, an indicator of bond market volatility, has surged, signaling potential liquidity tightening.

Bitcoin or Gold: Which Is the Better Hedging Asset in 2025?
Bitwise’s André Dragosch argues gold still protects against stock sell-offs while bitcoin hedges bond stress — raising questions about their roles in 2025 portfolios.

Blockchain Could Boost Covered Bonds, but Adoption Faces Major Hurdles: Moody's
Moody’s notes that current blockchain use is mostly limited to on-chain bond issuance, with certain key functions still reliant on off-chain infrastructure

Strategy’s Convertible Bond Prices Surge as Stock Advances Back Toward Record High
Five of the six convertible issuances from the serial bitcoin acquirer are trading deep in the money, creating billions in unrealized value.

Japan's Surging 30-Year Yield Is Flashing Warning Sign for Risk Assets: Macro Markets
Market concerns about fiscal policy and upcoming elections may be contributing to the rise in bond yields.

Strong Uptake at 10-Year U.S. Debt Sale Eases Demand Concerns, 30-Year Sale's Up Next
The U.S. national debt exceeds $36 trillion, with analysts suggesting bitcoin and gold as hedges against potential fiscal crises.

Negative Rates Return to Switzerland as U.S. Faces Higher Yields. What Does it Mean for Bitcoin?
The divergence in bond yields likely represents the perceived effects of Trump's trade war and could bode well for bitcoin.

These Six Charts Explain Why Bitcoin's Recent Move to Over $100K May Be More Durable Than January's Run
Financial conditions, stablecoin flows and other key metrics point to stronger foundation compared to the December-January twin peaks.

Bitcoin Boom Likely as Bond Yields Surge - Yes, You Read That Correctly
Elevated Treasury yields are driven by factors that are bullish for bitcoin.

Bitcoin ETFs Lose Over $800M in April as Institutions Stick With Bonds Amid Tariff Volatility
The U.S.-listed BTC ETFs appear on track for the second-highest monthly outflow on record.

