Bitcoin just posted its best September in over a decade while government bonds hit yields unseen since 2002, a combination that defies almost every rule of how investors are supposed to behave. Something has to give.
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In the week ending September 29, 2026, crypto investment funds attracted $3.55 billion, marking their largest weekly inflow of the year, according to CoinShares. Among these, Bitcoin (CRYPTO: BTC) funds alone accounted for $2.52 billion. Just one day later, the 10-year Treasury yield surged to 5.31%, reaching its peak since 2002.
Normally, these two events do not occur…
