Treasury bonds is the most conservative and safe tool of investing, while bitcoin and crypto in general is the most risky investment option, so I also don't understand why there is a belief that people who are used to such conservative investment, will invest in risky Bitcoin. They are more likely to invest in stocks of reliable companies and commodities like you said.

Treasury bonds investors would never put their money into Bitcoin,because they hate risk.
That's the good part about treasury bonds-the guaranteed interest payments,even though the income might be negative due to the inflation rates.
AFAIK,the investors of federal and state bonds in the USA have some kind of tax deductions,so buying and holding such bonds comes with tax benefits.Maybe that's why they are still buying bonds,despite the negative ROI.Anyway,I'm not an expert on that subject.
The belief that many investors will just sell their treasury bonds and decide to buy Bitcoin is just ridiculous.

Others have already said that it's unlikely for the TB investors to move to speculative market but it probably depends on who we are asking. I can only guess there is a change in mindset for some of them. Maybe they found out how BTC has been the best performing asset even during the height of the pandemic. Maybe an effect of more institutions getting into crypto and SEC approving futures ETF.

Treasury bonds were supposed to give some small returns, which should ideally cover the inflation. Then they didn't cover the inflation. Then the returns became 0. And now the bonds have turned negative.
Of course that people look for something better. But, while enthusiasts will say that Bitcoin is the ultimate solution for investment, it's not. If the moment of selling is bad (bear market, crypto winter), Bitcoin investment can be a pain. On very long term Bitcoin is great, had wonderful returns. But only on very long terms. Hence, the best solution is diversifying, Bitcoin being one of the many things invested into. Then, in case of need, one can see what's the best one to sell.


Weren't the bonds OK for sale only at/after certain (long) period of time? My guess would be that, like Treasury Bonds, bitcoin investments work for very long holding times. Like the bonds, if one doesn't know when he will need money, he has to also have other investments. If so, Bitcoin can replace the bonds in the portfolio. But, as I said, it would be good that the portfolio has more than just bonds or bitcoin.

treasury bonds are a loan contract.
when a government needs to create money. they make a contract.
EG 1million contracts of $£1,000 loans. with a repayment of x% per year

the banks accept these contracts and give the government $£1billion
..
later the government through tax revenue pay back x% a year.
..
governemnts wanting $£ will not somehow buy bitcoin to then offer that as a asset to give to banks to then get banks to give the government £$.. as thats not how the bond system works or the money creation system or the loan system

it seems the topic creator does not know how the financial system works, else he would know that bonds cannot be confused with bitcoin.

put simply. governements need/want £$ creation. so .. where are they going to get the £$ to buy the bitcoin to use as collateral in the first place to then ask for £$

its an nonsensical scenario

Treasury bond is a bond with a guarantee. Those who are clever will never put their money in bitcoin, because they will never want to put their money in a risky place.
The good things about Treasury bonds are,
Providing guaranteed interest, although may be negative due to the inflation rate.
Investors have some taxes, the more transactions they make, the more benefits they will get. And in my opinion, this is the reason why many users are buying bonds because there are some negatives. So those who are still putting you at half the risk in Bitcoin other than using Treasury bonds may not be much smarter anyway.

Regardless of how the flow of Treasure Bonds can attract Bitcoin. But what we need to worry about is that they are trying to make a profit then after that will only result in the Bitcoin market being dumped in a cruel way. Although it is hard to believe that Treasure Bonds are trying to invest their money in Bitcoin, but if you look at the benefits and risks in it, they are not necessarily investing in Bitcoin but they want to try to disrupt the Bitcoin market and then convince people to do so. switch to stocks, real estate after all their finances are pulled back into fiat or turn them back into stocks.

There isn't a simple or a straight answer to this. Sometimes people act in a predictable way!!!

This is to say that some people feel the hype of Bitcoin and learn the truth of how profitable it can be relative to alternatives outside of the crypto space (while having been omitted from the fact that timing is critical) and so start moving their funds to the one coin that they think it will do better, for some with the lack of knowledge that it make take years to reap the rewards.

It is not a bad thing, it is a sign of growth and one that hopefully translates into people becoming more curious about the space and spend the time it takes to learn about it.

The asymmetric upside of bitcoin is tangential to bonds' asymmetric downside as traditional treasury assets collapse and bitcoin rises and bonds to bitcoin are the ones that protect us towards inflation .. right now there is a monetary policy aim to eliminate inflation  which states to employment and which states the regime is changeable for the investor.

This seems like it is a bit late to the party. Interest rates were at record lows the last few years, meaning that investors had to look to potentially riskier assets to make a return on their money - so a lot of it flowed into all sorts of things like property, stocks and things like cryptocurrency. The money printing press has also been running at full speed pretty much since the 2008 financial crisis, meaning there is a lot of cheap money floating around the economy which is also looking for a return on investment. What we could start to see in the coming years is inflation going up, which means interest rate rises as central banks try to cool it off but Bitcoin will still stay strong regardless.