Matt Cole thinks the US 10 year goes north of 5.25% in the next 1 to 2 years. Last time it was up there was 2007. You already know what headline that writes. The reason it matters is arithmetic, not memory. The debt is far bigger against the economy than it was in 2007. So the government can't sit at rates that high for long. He thinks Bitcoin $BTC blinks for a second while that stress runs. Then the money shows up. Roughly $1 trillion of Treasury cash, maybe the Fed next to it, buying the long end and pulling yields back down. He expects Bessent and Warsh to coordinate it quietly. That part is his read, not anything announced. His parallel: Strategy $MSTR has been buying back a lot of $STRC, and the price moved because real money was behind the bid. Same mechanism on Treasuries. A 5.25 print gets you the 2007 headline. It doesn't get to stay there. @ColeMacro