Latest / The Cryptocurrency Economy with Fexingo: Bitcoin, Ethereum, and Digital Money Markets
How Treasury Yields Are Pulling Capital Out of Crypto Markets
In this episode of The Cryptocurrency Economy, Lucas and Luna drill into a single macroeconomic force reshaping digital asset markets in May 2026: the surge in risk-free Treasury yields. With the Fed funds rate steady at 3.62% and the ten-year Treasury offering a real yield above 2%, Lucas argues that crypto's opportunity cost has fundamentally changed — and the data backs it up. Bitcoin is flat below $77,000, Ethereum is struggling at $2,095, and altcoins like XRP and ADA are bleeding. But this isn't a bear market story; it's a capital allocation story. Lucas walks through how…
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