Currently offers a better risk-adjusted return than most DeFi yields without smart contract risk.

Potential pivot of Gulf sovereign wealth funds toward U.S. Treasuries if security partnerships with the U.S. deepen.

Strongly bearish view due to rising national debt and 'self-assassination' risk; warns against traditional bond allocations.

Global demand for Treasuries remains essential for economic stability; reintegration of sanctioned oil producers could reinforce safe-haven status.

Yields rose as Japan, a major holder, may be forced to sell U.S. Treasuries. This selling pressure causes bond prices to fall and yields to rise, which is bearish for bondholders.