Bitcoin Near $80,000: Why the Rally Is About More Than Crypto Regulation
Bitcoin’s run toward $80,000 reflects more than friendlier regulation. Treasury plumbing, yields, the dollar, regulated access and positioning all shape the move.
- August 20, 2026
- by Novalis
- 10 minutes read
- 32 Views
Why Rising Bond Yields Crush Growth Stocks: The Valuation Math Investors Often Miss
Why do growth stocks fall when Treasury yields rise? I break down discount rates, equity duration, valuation math and the cases where higher yields do not mean lower stock prices.
- August 20, 2026
- by Novalis
- 11 minutes read
- 19 Views
Why Rising Bond Yields Hit Tech Stocks So Hard: A Practical Duration Guide
Long-term bond yields are rising and tech stocks are selling off. Here is the valuation math behind duration, discount rates and why growth shares react so violently.
