Bond Interest Rate Hike Is an 'Overreaction,' Bond Market Stabilization Is a Strong Rebound Signal for Gold and Bitcoin | Seo Dong-ju, Kim Dong-hwan, Lee Yun-su, Eric's Master Research Institute CEO [CryptoPLUS]

Watch on YouTube ↗  |  May 26, 2026 at 05:02  |  28:39  |  3PRO TV (삼프로TV)
Speakers
Lee Yoon-soo — CEO

Summary

Lee Yun-su argues the recent bond yield spike is an overreaction, citing yield curve spreads, falling housing, and AI-driven productivity. He expects yields to normalize, which will trigger a strong rebound in gold and Bitcoin due to their sensitivity to real rate momentum. He also suggests crypto investors consider AI stocks like SK hynix for diversification.

  • The bond yield spike is viewed as an overreaction driven by oil and inflation fears.
  • Yield curve spreads remain low, indicating the bond market sees disinflation.
  • Housing prices and rents are falling, consumer sentiment is poor, and wage growth is cooling.
  • AI is boosting productivity and lowering unit labor costs, further containing inflation.
  • Oil futures imply the war premium will fade within 1-2 years.
  • Real interest rates are not as restrictive as in 2022, giving the Fed room to wait.
  • Gold and Bitcoin are expected to rebound once bond yields and real rates decline.
  • The host mentions a comment about traders moving from Bitcoin to SK hynix.
Trade Ideas
Lee Yoon-soo CEO 1:01
Bond yield spike is overreaction.
The recent spike in long-term Treasury yields is an overreaction. Yield curve spreads (10yr-2yr and 3mo-2yr) remain well below historical averages, indicating the bond market sees disinflation, not reflation. Housing prices are falling, rent inflation is already rolling over, consumer sentiment is weak, and wage growth has halved. AI is boosting productivity while unit labor costs drop, further containing inflation. Oil futures show the war premium fading within 1-2 years. Real interest rates are not as restrictive as 2022, giving the Fed room to wait. Therefore, bond yields should revert lower, causing a strong rebound in gold and Bitcoin, which are sensitive to real rate momentum.
US Treasuries (long duration) HIGH
Lee Yoon-soo CEO 26:01
Gold and Bitcoin to rebound on bond stabilization.
Gold and Bitcoin will rebound once the bond market stabilizes and real interest rates decline. The recent selloff in gold and Bitcoin was driven by the sharp spike in nominal yields and real rates, but that spike is an overreaction. Historically, gold and Bitcoin are more sensitive to real rate momentum than to absolute levels. With the macro backdrop pointing to disinflation (falling housing, weak consumption, AI-driven productivity), yields will fall, real rates will decline, and gold and Bitcoin will rally strongly.
GLD BTC HIGH
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3PRO TV (삼프로TV) · May 26

This 3PRO TV (삼프로TV) video, published May 26, 2026, features Lee Yoon-soo discussing US Treasuries (long duration), GLD, BTC. 2 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Lee Yoon-soo  · Tickers: US Treasuries (long duration), GLD, BTC