HomestakeLibraryGold Maps
Start Mining Free

Bitcoin

Yields Hit a 20-Year High, Mortgages Break 7%, and Bitcoin Held Anyway | News Block — Key Takeaways

YouTube

Yields Hit a 20-Year High, Mortgages Break 7%, and Bitcoin Held Anyway | News Block

Natalie Brunell8mSep 29, 2026

Watch the original

With 10-year Treasury yields at 5.3% yet Bitcoin holding above $83K while ETFs pulled $2.4B last week, top adviser Ric Edelman now recommends 10–40% digital asset allocations — the "risk-free" yield isn't deterring investors who are hedging dollar debasement, not chasing returns.

Key takeaways

Top US financial adviser now recommends 10-40% Bitcoin allocation, up from 1% five years ago

Top US financial adviser now recommends 10-40% Bitcoin allocation, up from 1% five years ago

  • Rick Edelman: 10% floor for conservative investors, up to 40% for aggressive
  • Calls the classic 60/40 stock/bond portfolio 'dead'

Exchange hacks keep hitting — BitGet lost $387M via back-end breach, not key theft

Exchange hacks keep hitting — BitGet lost $387M via back-end breach, not key theft

  • Attackers faked transaction data; exchange's own security approved withdrawals
  • Pattern: Liquid $320M, BitGet $387M, ColdCard earlier this summer — Bitcoin network itself untouched

Bitcoin holding up vs 5.3% Treasury yields signals inflation-hedge demand, not yield chasing

Bitcoin holding up vs 5.3% Treasury yields signals inflation-hedge demand, not yield chasing

  • BTC held low $80Ks while 10Y Treasury hit 5.3%, highest since 2007; gold fell
  • Bitcoin ETFs took in $2.4B last week, flipping 2026 flows positive after -$6B in July

This Dig holds the full set of insights, 4 flashcards, and 2 quotes — free with your trial.

Unlock this Dig free

Start free with 100 credits · No card, no expiry

In this video

  1. 1mIntro
  2. 1mThe "Bond Apocalypse"
  3. 3mLedn
  4. 3mStrategy Dividends Go Daily
  5. 5mThe $387M Hack
  6. 6mWhat I'm Watching

“When the world's safest borrower has to pay 2007 rates, it's because the world is less sure its money holds value.”

This page is a partial, transformative summary produced by Homestake. All rights to the original content remain with its creator — please support them at the source link above.

Related in the Library

Bitcoin Price Breaks $80k. Bull Trap Or Start of a New Bull Run? | The News Block

Bitcoin's rally to $80K was driven by short squeezes, $2B in ETF inflows, and Treasury intervention — but September's historically weak seasonality and rising long-term yields suggest waiting for confirmation before adding exposure.

The Great Rotation Into Bitcoin Has Begun | Eric Yakes

Bitcoin's ~50% drawdown floor is reshaping institutional risk models — asset managers who previously assumed 70-80% drawdowns can now justify 10-20% portfolio allocations, making this the most actionable structural shift for portfolio sizing.

$40 Trillion Debt: What Breaks First? | Nik Bhatia

Hold Bitcoin as the scarce-asset hedge against fiscal dysfunction, but expect range-bound price action until TBL liquidity index turns sustainably higher — the bottom is likely in at ~$60K, but a new bull market has not started.

The Data Says Bitcoin’s Bottom Is Already In | Mitchell Askew & John Haar

Buy Bitcoin now — on-chain data (>50% of UTXOs underwater, realized cap down only 5% vs. 14-19% in prior bear markets, long-term holder selling tapering) collectively signals the bottom is in or very near, with 95% confidence from the analysts.