Word on the street is that Treasury representatives are being tasked with a hefty $200 billion mortgage bond buying spree. Here's the kicker though—GSEs are the likely funding source, which basically means that's $200 billion not flowing into Treasury purchases. Sure, mortgage rates might catch a breather in the short term, but don't celebrate yet. The flip side? Treasury yields will probably climb, and inflation could get pushed higher. Classic policy tradeoff: help one market, stress another. Crypto traders watching macro trends should keep a close eye on these Treasury yield moves—they tend to ripple across asset classes.