Rising US Treasury yields and volatile bond-equity correlations are undermining traditional portfolios, pushing institutional investors toward Bitcoin and tokenized assets.

Goldman Sachs warns that rising global real yields, with 30-year US Treasuries above 5%, could trigger equity corrections and tighten conditions for crypto.

The 10-year US Treasury yield is nearing 4.5%, a critical level pressuring stocks, growth equities, and crypto assets like Bitcoin and Ethereum.