# 美国国债

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2026 Crypto Market "Nuclear Level" Catalyst: The $4 Trillion Stablecoin Fantasia Behind eSLR Deregulation
As the entire crypto community is still debating the validity of the Bitcoin halving cycle, a saying has already circulated in the trading rooms of Wall Street: "This time it's tougher than the halving."
On the night of November 30, when the Federal Register quietly released a proposal to amend the supplemental leverage ratio (eSLR), a Telegram message exploded in the institutional trading group: "eSLR is cut, the game is over."
Behind this line of text is $210 billion of bank capital
BTC1,84%
ETH4,72%
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💡Information
SEB Chief Strategist Jussi Hiljanen stated that the market's expectations for interest rate cuts by the Federal Reserve may be overly aggressive, with the money market anticipating cuts of more than 100 basis points by the end of 2026. He believes that if this expectation is met, it could lead to a decline in the yield on 10-year U.S. Treasury bonds to 3.8% next year. #美联储 #降息 #美国国债 #收益率
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💡News
U.S. Treasury yields remain stable as the market awaits the Federal Reserve's interest rate decision. Analysts expect a very high probability of a 25 basis point rate cut, but a 50 basis point cut cannot be ruled out either. The 2-year Treasury yield is at 3.507%, the 10-year at 4.023%, and the 30-year at 4.643%. #美联储 #美国国债 #利率决议
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American economist warns: 2026 may be the worst market crash in history
Renowned U.S. cycle economist and founder of HS Dent Investment, Harry Dent, recently issued an extreme prediction:
👉 In 2026, #美股 could drop 90%
👉 This would be the worst market environment since the Great Depression
He is not talking about an ordinary bear market, but the final liquidation of a super bubble.
Not an AI bubble, but "all assets are in a bubble"
Dent explicitly denies a mainstream view:
Current risks are only concentrated in AI or tech stocks.
His perspective is more radical—
Stocks, real estate, digital
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Bitcoin fell in the past 24 hours, almost back to $40,600, and then rebounded more than $41,000. The issue of BitcoinMiner and grayscale GBTC is still affecting the market. The U.S. dollar has also started to strengthen recently, especially from 101 points in early January rise to the recent local high of 103.7, indicating the strong performance of the U.S. dollar against other currencies, mainly driven by factors such as the rise of US Treasury yields and the performance of retail sales data, which have exceeded market expectations. The yield on the 10-year Treasury note has risen for five co
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#美国国债 In the short term, the United States may alleviate maturity pressure by issuing 50-year ultra-long-term treasury bonds, but it will need to pay a higher interest rate premium (about 0.8-1.5 percentage points), further increasing the interest burden. In the long run, the unsustainability of debt and the widening gap in economic growth may force the U.S. to choose between debt restructuring or implicit default (by diluting the value of debt through inflation) if debt/GDP exceeds 150%. The international community is accelerating the construction of a non-dollar settlement system, facing a
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