2025-12-26 20:01:57

Treasury delivery failures tied to 10-year notes just hit their highest level in nearly eight years. The culprit? The Federal Reserve's ongoing balance sheet contraction that kicked off back in 2022. When the central bank shrinks its holdings, liquidity in the bond market gets tighter, which can trigger settlement headaches. For crypto investors paying attention to macro trends, this signals something important: traditional finance markets are experiencing increased friction even in supposedly stable asset classes. It's a reminder that when legacy financial infrastructure faces strain, it ripples across all asset classes. The timing matters too—persistent delivery failures suggest the bond market might be signaling stress underneath the surface.

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quiet_lurker

· 17h ago

The Federal Reserve's balance sheet reduction is really causing trouble; the bond market is starting to stall. Now traditional finance will also experience what a liquidity crunch feels like.

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RugPullAlarm

· 12-29 09:45

Bond settlement failures hit an 8-year high? Haha, even the infrastructure of traditional finance is starting to falter. We've seen through it long ago.

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BearEatsAll

· 12-29 00:43

Traditional finance is shrinking its balance sheet. When liquidity tightens, bond settlements will face issues. We definitely need to pay attention to this wave.

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0xSleepDeprived

· 12-27 02:10

Damn, traditional finance is starting to show problems too. How can it still be considered stable?

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StableGeniusDegen

· 12-26 20:32

Traditional finance is starting to drop the ball again; they can't even handle bond settlements, and this is the worst performance in 8 years. The Federal Reserve's balance sheet reduction has caused liquidity to become extremely tight, and we've seen it in the crypto world long ago—Traditional Finance's infrastructure simply can't handle it.

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ApyWhisperer

· 12-26 20:29

The bond market's mess has been seen through by Bitcoin long ago, and traditional finance is finally starting to falter.

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MoneyBurner

· 12-26 20:27

Bond settlement failures reach the highest in 8 years? Oh my, traditional finance is starting to drop the ball, what reason do we in the crypto world have not to build positions?

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BottomMisser

· 12-26 20:15

Traditional finance has so much internal friction, but luckily we have on-chain markets... and wait, we also often get stuck.

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DataChief

· 12-26 20:07

Traditional finance is already quietly running bank runs, so what are we still waiting for here?

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OnchainArchaeologist

· 12-26 20:04

The Fed's balance sheet reduction has really caused problems, and the bond market is starting to unwind... The fragility of traditional finance has been thoroughly exposed this time.

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