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headmetax
10-year at 5.23% (highest since 2007) is the other trade.
Higher long yields raise the hurdle rate on an asset that pays 0%.
ETFs can still take in billions because they’re an access wrapper, not only a risk-on bet.
The question isn’t “did flows stay green?” It’s “for how long after bonds already said higher-for-longer?
headmetax
10年債利回り約5.23%（2007年以来の高水準）が、もう一方の取引。
長期金利が上がれば、利息ゼロの資産のハードルレートも上がる。
それでもETFに数十億ドル入るのは、リスクオンだけではなく「買える器（ラップ）」だから。
問いは「流入が黒だったか」ではない。「債券がすでにhigher-for-longerと言ったあと、いつまで続くか」。#BTCETF7DayInflows3B
Aviso legal: o conteúdo do OKX Orbit é fornecido apenas para fins informativos. Saiba mais
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