# Bitcoin — X 热门讨论 (2026-09-11 11:05 UTC)

## @CapitanBitcoin (Capitán Bitcoin) · 09-11 09:23 · ♥301 ↻141 💬16 🚨URGENTE. La gasolina y el diésel se disparan en España, superando los 2€ el litro en algunas gasolineras.

Gran noticia para Hacienda, que bate récods históricos e ingresa, solo entre julio-agosto, +400 M€ extra por combustibles. ¿A cuánto está el litro en tu ciudad? https://t.co/pI2xc61cou https://x.com/CapitanBitcoin/status/2098341638397423965

## @Cryptoze (Toz) · 09-11 06:02 · ♥308 ↻66 💬142 WHALES ARE BUYING BITCOIN LIKE NEVER SEEN BEFORE

SOMETHING IS COMING BIG TIME 🚀 https://t.co/IQ0v4sv63D https://x.com/Cryptoze/status/2098290946261598484

## @cryptorover (Crypto Rover) · 09-11 09:42 · ♥369 ↻29 💬77 When Bitcoin hits $160,000...

you’ll be glad you bought at $60K, $70K, $80K, $90K, or even $100K. https://x.com/cryptorover/status/2098346313528061976

## @cryptorover (Crypto Rover) · 09-11 10:18 · ♥339 ↻22 💬72 Once Bitcoin breaks the 50W moving average.

The Bull Market is CONFIRMED! 💥 https://t.co/vOI3LQAP0K https://x.com/cryptorover/status/2098355369206837650

## @MandoCT (MANDO CT 🇮🇪 🇦🇪 🇬🇧) · 09-11 10:16 · ♥328 ↻16 💬87 Binance just turned CT into one giant crypto psychology test 😂

The first 3 words you see will apparently define your next market cycle.

Mine: Bitcoin. Wealth. Retirement.

What did you get?

No cheating. Screenshot it and drop your three words below 👇 https://t.co/HSQKiWA6eJ > 引用 @binance: which word found you first? https://t.co/eXXzRkqJh9 https://x.com/MandoCT/status/2098354952930480416

## @caio_warriors (Caio Warriors) · 09-11 04:34 · ♥399 ↻2 💬12 Ganhar Brasileiro e Copa do Brasil hoje = investir em bitcoin em 2010

Vamos virar NBA, daqui a 10 anos quando estivermos na 10a final brasileira em 15 anos vai ter time poupando na Libertadores pra jogar Brasileirão > 引用 @FREDSIINCERO: A galera reclamando do domínio dos brasileiros na libertadores daí eu fui ver a tabela anual do campeonato argentino e Boca e River não estão se classificando pra libertadores do ano que vem😂 https://t.co/t6hRF2LQnN https://x.com/caio_warriors/status/2098269012907987284

## @AdamBLiv (Adam Livingston) · 09-11 03:10 · ♥303 ↻29 💬20 The most important macro chart in the world right now might be this one.

The U.S. 10-year Treasury is at 4.97%.

At the same time, Brent crude has ripped through $108, wholesale inflation is running at 5.4%, and the market has suddenly swung toward expecting the Fed to HIKE next week.

This is where things get genuinely uncomfortable, as the Fed is trapped because every choice is becoming horrible.

Oil is an especially nasty inflation shock.

When oil rises, it works its way through diesel, trucking, aviation, agriculture, plastics, chemicals, manufacturing, shipping and eventually the price of almost everything that has to physically move through the economy.

So the Fed gets an inflation problem it cannot solve by raising interest rates. Kevin Warsh cannot drill an oil well with the federal funds rate.

But the Fed can destroy enough demand to stop the oil shock from spreading into wages and broader inflation.

And that’s where the problem begins.

Because while oil is screaming:

The 10-year is approaching 5%.

Mortgage rates rise.

Corporate borrowing gets more expensive.

Commercial real estate refinancing becomes brutal.

Highly leveraged companies have to roll cheap debt into expensive debt.

Equity valuations compress because the risk-free alternative suddenly pays ~5%.

And, most importantly, the United States itself keeps refinancing trillions of dollars of federal debt into dramatically higher coupons.

The 10-year has risen almost 100 basis points since the Iran conflict began.

Every additional 1% on $1 trillion of refinanced debt is another $10 BILLION PER YEAR of interest expense.

Which means higher rates intended to fight inflation eventually create… more federal interest expense.

You get larger deficits, more Treasury issuance, more bonds the market must absorb, potentially higher term premiums, and even more interest expense.

This environment can absolutely be bearish for Bitcoin in the short run.

A 5% 10-year is competition for every risk asset on Earth.

Higher real yields tighten financial conditions. Dollar liquidity gets scarcer. Leverage gets liquidated and multiples contract.

Investors suddenly require a much higher hurdle rate to own something volatile.

Bitcoin does not possess some magical force field around that.

If the bond market keeps puking and yields keep rising, Bitcoin can get hit hard with everything else.

But zoom out.

Because eventually Washington has to choose among some version of:

1. Keep real rates high enough to crush inflation.

Great. Now service an enormous federal debt load at those rates while refinancing the private economy into them.

2. Slash spending and run enormous primary surpluses.

Economically possible.

Politically, I’ll let you assign the probability.

3. Accept structurally higher inflation.

Now bondholders lose purchasing power.

4. Eventually suppress rates with easier monetary policy, liquidity facilities, balance-sheet expansion or some other wonderfully technical name for financial repression.

Now the currency absorbs the adjustment.

The short-term Bitcoin bear case is that money is getting tighter.

The long-term Bitcoin bull case is look at WHY money is getting tighter and ask how long the system can actually tolerate it.

Bitcoin’s deeper thesis is that a civilization with enormous nominal liabilities eventually finds sustained monetary scarcity extraordinarily difficult to maintain.

For now, 5% yields can hurt Bitcoin.

But if 5% yields eventually break something?

The cure may be far more bullish for Bitcoin than the disease was bearish.

The harder they defend the currency today, the more expensive the accumulated debt becomes.

And the more expensive the debt becomes, the harder it becomes to defend the currency tomorrow. https://x.com/AdamBLiv/status/2098247663309238634