According to André Dragosch, PhD (@Andre_Dragosch), concerns are resurfacing over a potential SVB-like financial crisis if bond yields reach new cycle highs. Traders are increasingly considering Bitcoin as a portfolio insurance tool to hedge against systemic risks in traditional financial markets. The correlation between rising bond yields and stress in the banking sector signals possible capital flight towards cryptocurrencies, especially Bitcoin, as investors seek alternative stores of value during periods of heightened financial instability (source: Twitter/@Andre_Dragosch, May 23, 2025).

According to @GoldmanSachs, recent data highlights that yield changes and equity returns are non-linear, undermining the traditional 60/40 portfolio's diversification benefits in periods of rising inflation expectations and increased sovereign risks. This analysis suggests that conventional portfolios may be more exposed to macroeconomic shocks, prompting traders to consider alternative assets like Bitcoin for portfolio insurance in the current environment. This shift could drive increased Bitcoin adoption as a hedge, impacting crypto market flows and volatility (source: @GoldmanSachs via Twitter).