According to @godbole17, the U.S. 10-year Treasury yield could rise to 6%-6.5% in 2026, driving capital flight from emerging markets and broad risk-off pressure on tech stocks and altcoins, based on his published outlook on Dec 3, 2025. According to @godbole17, the first confirmation signal to watch would be a correction or sell-off in gold. According to @godbole17, in that environment USD-pegged stablecoins are likely to gain, followed by a potential shift to yield curve control (YCC). According to @godbole17, this sequence outlines a trading roadmap: watch gold for the early signal, then position for higher U.S. yields, EM stress, and altcoin downside risk.