Rising Bond Yields Strengthen Bitcoin’s Monetary Case

Bitcoin's value proposition is gaining momentum as sovereign borrowing costs rise and AI-driven debt increases. On September 30, the Bank of England warned that energy shocks and AI-related debt are pressuring government yields. Simultaneously, Mastercard introduced new trust services for its Agent Pay program to identify AI-initiated transactions. With 10-year Treasury yields reaching 5.29% on September 30 and the Federal Reserve adjusting policy under Chair Kevin Warsh, Bitcoin is increasingly positioned as a viable alternative for value storage and payment utility.