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Nightmare repeats from 2007! The 10-year US Treasury yield wildly breaks 5%, Bitcoin faces a life-or-death test! It's brutal! The "anchor" of global asset pricing is completely out of control, and the guillotine hanging over risky assets has finally fallen hard! 1. Nuclear-level data: breaking through historical red lines ① The 10-year US Treasury yield surged to 5.02%, officially surpassing the 2023 peak and reaching the highest level since 2007! ② Global bonds are being frantically sold off, risk-free rates are soaring, and market liquidity is facing an unprecedented extreme drain. 2. The mastermind behind it: three huge burdens pressing down ① Middle East turmoil pushes up energy prices, inflation reignites, and rate cut expectations are completely shattered. ② The AI frenzy intensifies debt pressure, companies massively borrow for AI, massive debt injection combined with economic stimulus fully ignites the fuse for soaring yields. 3. The brutal strangling of the crypto market ① A 5% risk-free return is a super pump, global hot money will inevitably rush back to US Treasuries. ② Bitcoin and Ethereum, as the highest risk assets, are the first to suffer valuation squeezes, lacking incremental funds, forced to endure the bottom in pain. Core: The harsh winter has arrived, cash is king! Don’t catch flying knives in the hail of soaring yields, hold your hands, save your bullets, survive this cruelest macro sell-off, and we’ll meet again at the peak! $BTC $ETH #10年期美债收益率突破5%