Jeff Park: What The AI Pain Trade Means For Bitcoin
Bitcoin Magazine Jeff Park: What The AI Pain Trade Means For Bitcoin From Strategy to Google, firms adopt preferred securities. Jeff Park explains why digital credit is the future of income and valuation. This post Jeff Park: What The AI Pain Trade Means For Bitcoin first appeared on Bitcoin Magazi
Source: Bitcoin Magazine
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DW NOTE
The 10-year yield is above 5% and Bitcoin is rising alongside it. That breaks the correlation everyone spent 2021–2024 assuming was structural. Park is right that the 60/40 portfolio is dead — when the risk-free rate is 5% and equities are selling off, the old diversification math stops working. Bitcoin as income collateral only makes sense if you believe volatility is a feature, not a bug.