- Bitcoin’s yield has surpassed U.S. 30-year Treasury Bonds, strengthening its appeal as a macro hedge.
- U.S. Senator Lummis and ex-Treasurer Rios endorsed Bitcoin as a potential reserve asset, fueling long-term bullish sentiment.
Bitcoin’s [BTC] has now outpaced the 30-year U.S. Treasury Bond in yield performance—a major macro signal that’s hard to ignore.
This action is fueling the narrative that Bitcoin could be something greater than just a speculative instrument.
As outdated bond yields trail, Bitcoin is becoming harder to ignore by institutional investors.
Moreover, the yield divergence isn’t isolated. It comes as Bitcoin’s price behavior increasingly mirrors that of gold, strengthening its position as “digital gold.”
Gold and Bitcoin move in sync
The important aspect to note in this case is Bitcoin’s growing correlation with gold, with both assets now moving in greater synchronicity. This isn’t just a technical coincidence—investor behavior is driving the shift.
The hedge appeal of Bitcoin is gaining mainstream recognition.
Senator Lummis and U.S. Treasurer endorse BTC
U.S. Sen. Cynthia Lummis was in the headlines when she stated the U.S. should aim to hold 5% of global Bitcoin supply, just as it does with gold.
She was not alone in making that observation.
Former U.S. Treasurer Rosie Rios added fuel to the fire with her declaration,
“Bitcoin is here to stay… The train has left the station.”
These public remarks by top officials are considered to be early signals of parliamentary interest. They also capture what the market is only beginning to factor in—a future scenario where BTC is included in national reserves.
Open Interest spikes as institutions get onboard
Since early May, the BTC’s Open Interest accelerated dramatically—something which is interpreted as a sign of growing institutional demand.
With yields higher than long-term bonds and increasing political support, Bitcoin is quickly becoming a serious contender for reserve asset status.
This environment lays the groundwork for a possible long-term bullish breakout. The combination of macroeconomic shifts and vocal legislative support could propel BTC’s price even higher.
So, what can be expected for BTC?
As Bitcoin’s returns continue to outpace those of traditional assets and its connection to gold strengthens, people are beginning to view it in a new light.
If politicians persist in advocating for its inclusion in reserves, Bitcoin could follow a trajectory previously reserved for gold.
