J.P. Morgan Predicts U.S. 10-Year Treasury Yield to Hit 3.45% – Coincu

Key Points:

  • J.P. Morgan projects 3.45% U.S. Treasury yield for Q2 2026.
  • Crypto markets may face increased pressure.
  • Bitcoin expected to outperform gold despite rates.

Higher Treasury yields could pressure crypto market capital flows. With a 3.45% yield forecast, bonds may present a safer haven for liquidity, contrasting cryptocurrencies’ volatility. Investor interest may pivot away from assets like Bitcoin, impacting their near-term valuation. According to J.P. Morgan Research, Research Division, J.P. Morgan Chase & Co., “Higher starting yields in 2025 provide a cushion against adverse interest rate movements. Investors can receive higher income, potentially slowing capital flows into riskier assets such as BTC, ETH, and DeFi protocols.”

In response, key market stakeholders remain cautious. Although there are no official remarks from executives such as Jamie Dimon, institutional research reflects a prudent stance. Higher yields typically drive shifts from risk assets, prompting strategic evaluations by traders.

J.P. Morgan’s Influence on Crypto and Bond Markets

J.P. Morgan’s projection marks a significant statement in the financial sector. The bank’s strategic insights, primarily led by Nikolaos Panigirtzoglou, aim to navigate a complex monetary landscape. The anticipated yield increase indicates a continuing stronghold of fixed income as an attractive option for investors.

According to CoinMarketCap, Bitcoin (BTC) currently trades at $106,711.77, with a market cap of $2.12 trillion and a 24-hour trading volume of $50.97 billion. Over the past 30 days, Bitcoin’s value rose by 22.30%, showcasing continued market volatility amid economic uncertainties.

Did you know? Higher U.S. Treasury yields have historically resulted in increased attractiveness of fixed income, leading to shifts in risk asset investments such as cryptocurrencies.

Treasury Yield Forecast: Implications and Expert Perspectives

Did you know? Higher U.S. Treasury yields have historically resulted in increased attractiveness of fixed income, leading to shifts in risk asset investments such as cryptocurrencies.

The Coincu research team points to fiscal policy dynamics as critical factors in shaping the crypto landscape. Experts emphasize the impact of elevated yields on liquidity, suggesting that ongoing monetary shifts could urge investors towards low-risk avenues. These insights highlight potential long-term transformations in response to macroeconomic policy evolution.

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Bitcoin(BTC), daily chart, screenshot on CoinMarketCap at 02:52 UTC on May 21, 2025. Source: CoinMarketCap

The forecast is noteworthy for its implications on both traditional and cryptocurrency markets. Analysts suggest rising yields might shift investments from volatile assets, affecting Bitcoin, Ethereum, and DeFi protocols.

Source: https://coincu.com/338804-jp-morgan-forecast-treasury-yield/