Government bonds are no longer a safe haven during stock market drops. Investors are demanding higher returns due to inflation fears and economic growth. This shift impacts traditional investment strategies. Long-term U.S. Treasury bonds are facing pressure. The market is re-evaluating the role of bonds in portfolios. Investors are becoming more selective about bond duration.

Rising inflation and fiscal concerns are driving a US Treasury selloff, breaking the stock-bond correlation and challenging the classic 60/40 portfolio model.

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