Submitted by QTR's Fringe Finance

The recent selloff in U.S. Treasury bonds—once considered the bedrock of global financial stability—could signal something far deeper than just a market correction.

Yields may not be surging not due to growth optimism — or the basis trade imploding — but also because investors are demanding a higher premium to hold debt issued by a country whose fiscal trajectory is spiraling.

And the trade war has added another layer of geopolitical tension that’s pushing both foreign governments and private institutions to reassess their exposure to dollar-denominated assets.

The long-standing assumption that the U.S. dollar is a safe haven is beginning to crack under the weight of ballooning deficits, weaponized finance, and the political brinksmanship that now routinely defines Washington.

This confluence of market and policy risk is accelerating a quiet but critical exodus from U.S. assets, with foreign central banks reducing their Treasury holdings and global investors seeking alternatives in gold, commodities, and even digital assets like Bitcoin.

The message is clear: the world is beginning to hedge against the dollar.

About a year ago I wrote about one catalyst I thought could ‘standardize’ bitcoin. My idea was the next financial crisis — or the outrage at the ensuing bailout — could drive millions of normal people towards a new perceived ‘safe haven’ like bitcoin.

The phrase “Why I Bitcoin,” which I used as the title of my first article explaining why I was opening up to the idea of bitcoin, came to me instinctively. It echoed something from the 2008 Occupy movement—“Why I Occupy.”

That memory triggered a realization: in the next financial crisis, people could finally have a legitimate, functioning exit ramp from the system in addition to gold: bitcoin.

An “exit ramp” is what so many participants in the GameStop frenzy were unknowingly searching for when they were trying to stick it to Melvin Capital—a decentralized way to opt out of a rigged system.

Back then, people were furious, but they didn’t understand the real enemy. They blamed hedge funds and short sellers instead of...(READ THIS FULL ARTICLE 100% FREE HERE). 

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