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Stress in the bond market is historically compatible with Bitcoin’s bottoms and can indicate new purchase opportunities.
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The debts of the United States exceeds 37 trillion dollars, and high revenue for 10 years indicate the pressure of the macroeconomic economy that may prefer bitcoin in the fourth quarter.
A chance to buy in Bitcoin (BTCIt may appear before a strong gathering in the Q4, and bond markets can play a major role.
According to the founder of a thousand pockets Joao WeesonOne of the most reliable indicators for watching is the spread of the modified ICE BOFA (OAS). This measures the request of additional investors returning to retaining the bonds of the risky companies on the safe American treasury bonds. When OAS is used, it indicates fear in credit markets. Historically, these stress points were often distinguished by the local bottoms of Bitcoin.
Currently, Oas remains relatively calm, indicating that the markets have not been fully priced in the next wave of tension. But if the credit expands in the next quarter, the common result when liquidity is pulled, this may be the way for the last bitcoin accumulation.
The broader macro background enhances this view. US national debt Rise $ 37 trillion, require more than one $ 2.6 billion In daily interest payments. Credit classification in the last United States reflects concern about this financial path. Meanwhile, the treasury return for 10 years is 4.3 %, an increase of 3.9 % per year, raising borrowing costs throughout the economy.
Wedson believes that this mixture of financial stress and increasing areas can eventually shake traditional markets, with Bitcoin as an alternative origin. “The aggressive bear market will occur sooner or later,” Weson said. “But before it happens, the euphoria is the most likely scenario. I think most of 2026 and after it is very bad for the American economy.”
Related: Bitcoin increased collapse: How low BTC?
The strategy buys $ 54 million in Bitcoin, but the whales hint at deeper declines
Institutional demand for bitcoin is still stable, and it is highlighted through the last purchase of the strategy on August 17. Company acquired 430 BTC for about $ 51.4 million at an average price of $ 119,666 per currency. This reaches its total holdings of 629376 BTC.
However, Onchain data indicates an increase in sales pressure among the largest bitcoin holders. Cointelegraph I mentioned The number of huge whale that holds more than 10,000 BTC decreased to its lowest level in 2025, with a steady negative direction for 30 days since mid -July. Likewise, the whale governor decreased in the range of 1000 to 10,000 BTC, indicating profit after the last high levels.
In addition to market fluctuations, approximately 32,000 BTC (3-5 years), at a value of $ 3.78 billion, were transferred in one transport, which is the largest transformation of this age range for more than a year.
📊Market Update: Nearly 32,000 BTC (3-5 years) have been transferred at a value of $ 3.78 billion, which is the largest transfer of this age range for more than a year. 👀
(H/T: @Iho_mismun)) pic.twitter.com/dfqlabfrkr
– Cointelegraph Markets & Research (@CointeleGRAPHMT) August 17, 2025
These signals indicate that although institutional buyers continue to collect the activity of the wider whale and revive the inert width, it may provide short -term corrections, which makes fluctuations high.
Related: The “train” buyers stopped 5 things to know in Bitcoin this week
This article does not contain investment advice or recommendations. Each step includes investment and risk trading, and readers must conduct their own research when making a decision.
