Oil Near $100, Treasury Yields Near 5%, Bitcoin’s Resilience: 3 Charts To Watch This Week

Oil approaching $100 per barrel and Treasury yields nearing 5% are tightening global financial conditions, creating a challenging backdrop for risk assets, including Bitcoin. Despite these pressures, Bitcoin has shown relative resilience, while its two-year performance has outpaced most traditional assets and underscored the opportunity cost of holding alternatives. The key implication is that Bitcoin’s price strength reflects persistent demand and a maturing safe-haven or monetary-hedge narrative, though elevated yields and oil-driven inflation remain near-term risks.