Gestern habe ich erklärt, dass #Bitcoin in den nächsten 30-60 Tagen schwächeln wird.
Wie ihr sehen könnt, hat es bereits begonnen.
Freut euch.
bitcoin:native
BREAKING: Foreign holdings of US Treasuries rose +$18 billion in May, to $9.37 trillion, the 2nd-highest on record.
Over the last 12 months, total foreign holdings of US Treasuries have surged +$549 billion.
Japan, the largest foreign holder, reduced its holdings -$67 billion, to $1.14 trillion, the lowest since May 2025.
The UK, the 2nd-largest holder, added +$11 billion, to a record $949 billion.
China, the 3rd-largest holder, raised its holdings +$8 billion, to $659 billion, the highest since February.
Meanwhile, the 7 largest financial centers added +$33 billion, bringing their total Treasury holdings to $3.24 trillion, an all-time high.
Demand for US Treasuries remains strong.
The US economy is now dependent on AI spending:
AI investment now accounts for more than 25% of US GDP growth, the largest contribution on record.
This includes spending on software, IT equipment, R&D, and data centers.
In other words, for every $4 of US economic growth today, over $1 is coming from AI investment.
This comes as AI spending is up to a record ~8% of US GDP.
By comparison, spending on IT equipment, software, and R&D peaked at ~6.5% of GDP during the 2000 Dot-Com bubble.
US economic growth is now all about AI.
It’s official:
IBM stock, $IBM, just posted its worst day since October 2000 after Anthropic announced that Claude can streamline COBOL code.
Today is the day AI became dystopian for millions of people.