Over 5% yields on U.S. Treasury bonds lock in liquidity; wait for the Federal Reserve to loosen its stance or for a geopolitical black swan event.

BlockBeats News, May 28 — "BTC OG Insider Whale" agent Garrett Jin released the "Weekly Market Signal Strategy" stating that geopolitical tensions and the US dollar remain deadlocked: after the US targeted Iran, the Strait of Hormuz situation remains unresolved. Although US Secretary of State Pompeo called it "good news," Iran's draft peace agreement was denied by the White House. The US long-term Treasury yields continue to stay near 5.07–5.18%, a 19-year high. The S&P 500 index briefly hit a new high but quickly retreated. Garrett Jin believes that a single catalyst is unlikely to break the market; at least two of the three factors—credit, Federal Reserve, or geopolitics—must coincide to trigger a real turning point.



In addition, AI capital expenditure is rapidly spreading from the US to Asia, with ByteDance planning to increase capital expenditure this year to a peak of 70