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CoinShares CEO warns bond markets signal lasting change; Bitcoin seen as key hedge amid rising yields.

Market News
29 May 2026
ETF Trends
View Source
Bullish
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CoinShares CEO Jean-Marie Mognetti argues that bond markets are reflecting a structural shift, not just a temporary rise in yields, signaling a new financial era called "Capital Nationalism." In this environment, traditional government bonds may no longer protect portfolios as they have before, while large-cap U.S. stocks face high valuations with limited downside protection. Bitcoin, with its fixed supply and independence from government control, emerges as a crucial hedge against financial repression. Investors are urged to consider Bitcoin ETFs like CoinShares' BRRR to navigate this changing landscape.

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