
Nik Bhatia and Joe Consorti discuss the implications of the bond market's signals for Bitcoin and the global economy in 2026.
Mentor Sessions Ep. 071: Why the “Bond Market Fire Alarm” Is the Most Dangerous Signal of 2026, Why This Is NOT Just Another Yield Spike But the Beginning of the Eurodollar System Attack, and How Bitcoin Becomes the Only True Neutral Reserve Asset | Bhatia & Consorti Treasury yields are flashing red globally — and Nik Bhatia (The Bitcoin Layer) and Joe Consorti break down exactly why this matters for Bitcoin, the dollar, and the world economy in 2026. Japanese government bond yields just hit their highest level since 1996. The Strait of Hormuz closure triggered an oil shock feeding inflation. And Scott Bessent has quietly told the world that gold and Bitcoin are the neutral reserve assets the system needs. If you're not watching this angle, you'll miss the next decade of Bitcoin's rise. In this deep-dive macro conversation, you'll learn: — Why Nik says the bond market is "flashing a fire alarm" but the US is more resilient than the rest of the world — How the Japanese carry trade unwind threatens global equity markets and what JGB yields at 30-year highs really signal — Why the Eurodollar system is under attack — and how the Strait of Hormuz crisis accelerates that…
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