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Goldman Sachs’ Anshul Sehgal says bonds yielding 5% or more are not the best trade right now. He still favors AI infrastructure, which he sees as a far more asymmetric bet than the long bond.

Sehgal, a global co-head of Fixed Income, Currencies and Commodities (FICC) at the bank, laid out the view just a few days after the Federal Reserve raised interest rates.

Why Goldman Sachs Is Passing on 5%+ Bonds

On Goldman’s The Markets, Sehgal said the 30-year Treasury, known as the long bond, had hovered around 5% for weeks. He noted that clients want to buy it at 5% or higher, yet he still sees little upside.

The yield has kept climbing since the recording, reaching 5.56% on September 29, a new 52-week high. Sehgal blamed structural pressure for the strain on the long end. Retiring baby boomers are buying fewer long bonds, and heavy long-dated borrowing tied to AI is crowding the market.

Those pressures explain why the selloff can persist even without a fresh inflation shock. Fewer retirees buying long bonds and a steady flow of long-dated borrowing tied to AI both weigh on prices, and neither fades quickly.

Sehgal adds that fear over US debt sustainability makes investors less willing to hold the long end, which feeds on itself.

The takeaway is that a rising yield does not necessarily break his thesis. It may instead show why he sees limited reward in owning the bond, while the risk to his AI trade is that costlier long-term borrowing squeezes the levered companies he favors.

AI Compute Is the Asymmetric Trade

An asymmetric trade offers far more potential gain than risk. Sehgal applies that label to compute (AI computing power), data centers, and Neoclouds, which are cloud providers built to rent out that capacity.

“I think the asymmetric expression is being long compute.”

Anshul Sehgal, Goldman

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The catch is leverage. Savers collecting higher interest have effectively financed the AI build-out, leaving equities more indebted than a year ago. Sehgal admits these are levered bets. Still, he thinks they can multiply in value, while the wider stock market looks less certain.

Tighter Policy Hits Spenders, Not Capital

Sehgal says the Fed frames its September 16 hike as catch-up after five years above its inflation target. Schwab counts 16 of 19 Fed officials expecting another increase this year. Fed Chair Kevin Warsh also stressed three times that the Fed is easing back some stimulus rather than turning restrictive, Sehgal adds.

He argues that government interest payments flow to capital rather than workers, so higher rates curb household spending, a risk for the broader stock market.

He also rejects the debt-sustainability fears weighing on long bonds.

“For me, that’s a red herring.”

Anshul Sehgal, Goldman

Meanwhile, BlackRock’s Rick Rieder is cutting equities for bonds paying 7% to 8%, though his high-grade bond call still cautions against rushing into the 10-year Treasury.

Sehgal names the Middle East conflict as the top driver of policy and markets in the weeks ahead.

The post Goldman Sachs Explains Why Not to Buy the 5%+ Bonds and Rather Stick to AI appeared first on BeInCrypto.

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Elon Musk’s Grok AI predicts an extremely bullish price for Ripple (XRP) by January 1, 2027, that will blow the minds of even the most dedicated members of the Ripple Army.

If you’re holding a sizeable bag of XRP USD, you may want to sit down before reading this. Grok claims that $25–$40 is achievable by 2027, with a stretch target of $50+ under the assumption of a full-blown crypto bull market returning and being supercharged by an unprecedented institutional catalyst.

XRP currently trades near $1.50–$1.52 as of September 28, 2026, down nearly -3% over the past 24 hours and with a daily trading volume of $3.5Bn, up from $3.2Bn the day prior.

This outlook is extreme and leans far beyond standard institutional forecasts. It assumes not only a strong late-2026 bull market driven by liquidity and risk-on conditions, but also a once-in-a-generation catalyst.

What is the Catalyst that Grok AI Predicts Could Spark an XRP Run Toward $40

Major central banks (including the Fed, ECB, Bank of Japan, and PBOC) announcing that the XRP Ledger will serve as a primary settlement layer for cross-border CBDC and tokenized asset flows, combined with large commercial banks being incentivized or required to hold XRP as a liquidity buffer, and revelations of massive sovereign wealth fund accumulation.

Under this highly speculative scenario, forced institutional demand collides with retail FOMO in a classic late-cycle mania, allowing XRP to move from the current ~$1.50 range through previous-cycle highs and into the mid-to-high double digits by early 2027.

This remains pure speculation and entertainment, not a base-case or even high-probability outlook. Crypto markets are extremely volatile, and the catalyst described above would require multiple extraordinary policy and institutional developments.

However, with Ripple’s case against the SEC dropped and its subsequent rise as a highly favored US-based digital asset company under President Trump, anything could be on the table for XRP if the perfect scenario aligns.

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Technical Analysis Supporting the Insane Grok AI XRP Price Prediction

Xrp (XRP)

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On the higher timeframes, XRP has already established a constructive recovery base after reclaiming key moving averages from the mid-September lows near $1.25–$1.30. Price is consolidating in the $1.45–$1.55 region after testing highs near $1.63–$1.66.

In a normal bull market, a sustained break above $1.70–$2.00 would open the door to the prior cycle high near $3.65. Under the extreme institutional adoption scenario outlined above, that prior high would likely be cleared with significant force, triggering a series of measured-move and Fibonacci extension targets far beyond historical levels.

Aggressive projections from the multi-year base, combined with the kind of vertical price discovery seen in previous mania phases, could theoretically extend into the $25–$40+ zone if volume and momentum expand dramatically. RSI and momentum indicators would almost certainly reach deeply overbought levels during such a move, which is typical of parabolic advances.

Key nearer-term supports remain in the $1.40–$1.45 and $1.30 zones; holding those would keep the broader recovery structure intact while the market waits for (or prices in) any extraordinary catalysts.

Overall, while the current chart supports continued upside in a standard bull market, only an extreme surge in institutional demand and narrative intensity could justify the kind of multi-thousand-percent extension implied by the $25–$50 targets.

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Maxi Doge Targets Early Mover Upside as XRP Tests Key Levels

While the Grok AI prediction of a potential 30x run for XRP is exciting, presale plays have a stronger track record of producing such returns. It does explain why attention keeps drifting toward presale-stage plays with smaller denominators.

Maxi Doge ($MAXI) is one of those plays. It is an Ethereum-based meme token built around a 240-lb canine mascot and a “1000x leverage” trading-culture identity. The presale has raised $4.8M at a current price of $0.0002841, with dynamic APY staking live for holders.

Standout features include holder-only trading competitions with leaderboard rewards and a Maxi Fund treasury earmarked for liquidity and partnerships.

The meme-first, gym-bro marketing angle (“never skip leg day, never skip a pump”) is endearing. The accumulation numbers suggest plenty of traders are picking a side.

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Discover: The Best Token Presales

The post Grok AI Predicts XRP Could Hit $40 in 2026 With Landmark Event appeared first on Cryptonews.

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EigenLayer held $19.7 billion at its peak and liquid restaking tokens grew more than 1,000% in the first six weeks of 2024. But the services buying security never paid enough to cover both the base staking yield and a premium on top, so the second yield restaking promised never materialized.

On Sept. 8, DefiLlama’s restaking category held $10.02 billion and generated $99,977 in fees over the prior week. The liquid staking category, on $51.87 billion, generated $27.35 million. Per dollar secured, ordinary staking earns roughly 53 times more.

Two developments then removed what was left of the incentive to restake. Points programs subsidizing deposits wound down through 2025, and slashing went live in April 2025. Slashing is the penalty that confiscates part of an operator’s staked ETH when it misbehaves, by going offline or signing conflicting messages, for example. So restaking suddenly carried a real, priced downside where before the risk had been theoretical. There was no extra yield to compensate.

Set ether.fi aside and the rest of the sector is small. Renzo, Kelp, Swell, Puffer Finance and Bedrock, the five largest remaining liquid restaking tokens, made $953,350 in combined gross profit in the second quarter of 2026. Three quarters earlier the same five made $2.18 million. Puffer, which raised $23 million, recorded $21,590 for the quarter. Swell recorded $22,370.

The income statements also show which part of these businesses was ever profitable, and it was not the restaking. On Kelp’s books, EIGEN token rewards appear at $460,600 in gross revenue and $460,600 in cost of revenue: they arrive and pass straight to depositors, leaving nothing with the protocol. Puffer and Swell book staking rewards the same way. Whatever profit these companies made came from the orinary staking fees charged underneath the restaking layer.

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If there is one throughline in this week’s crop of crypto headlines, it is that the industry has stopped pretending it is only about buying and holding coins. Across a handful of stories making the rounds, digital assets are shown pushing into territory once reserved for central bankers, casino floors, brokerage accounts and pre-IPO investors alike — a reminder that “crypto news” increasingly means finance news, gambling news and macro news rolled into one.

Take the growing chatter around prediction markets and Federal Reserve policy. Traders have been flocking to on-chain betting platforms to price the odds of late-2026 rate decisions, effectively turning monetary policy into a tradable asset class alongside Bitcoin and Ethereum. That such markets exist at all is notable: a decade ago, speculating on FOMC outcomes required options contracts or futures desks.

Now it can happen peer-to-peer on a blockchain, with odds shifting in real time as economic data lands. The rise of these markets suggests crypto infrastructure is becoming a genuine alternative venue for hedging and speculating on the traditional economy, not just a parallel casino for digital tokens.

Speaking of casinos, the sector itself continues to evolve in ways that mirror shifts in consumer taste rather than technology alone. Reports on crypto gambling lobbies note that live-dealer blackjack tables are increasingly outnumbering roulette wheels—a seemingly small detail that says more about what crypto-native gamblers want.

Live blackjack offers a sense of skill and control that pure-chance games like roulette can’t match, and operators appear to be responding by stacking their lobbies accordingly. It’s a small but telling sign that crypto casinos are maturing into product-driven businesses competing on experience, not just novelty.

Meanwhile, the boundary between crypto trading and traditional equities markets keeps eroding. New developments around Aave’s lending protocol reportedly let users borrow stablecoins against tokenized versions of tech stocks issued through Coinbase and built on the Base network.

If that model gains traction, it would mark a significant step in bringing real-world assets fully into DeFi’s collateral system — letting someone hold a tokenized slice of a Nasdaq darling and borrow against it the same way they might borrow against ETH or Bitcoin today. It’s the kind of integration that regulators, banks and crypto-native builders have all been circling for years, and its practical rollout matters more than the concept alone.

On the trading-platform side, perpetual futures exchanges continue to expand what counts as a “market.” One report describes a platform offering more than 120 perpetual contracts spanning everything from Bitcoin to pre-IPO robotics companies, letting traders apply leverage to assets that, in many cases, aren’t even publicly listed yet.

This kind of expansion into speculative, illiquid corners of the private market — wrapped in crypto’s leverage-friendly perpetual format — raises real questions about price discovery and risk, even as it satisfies demand from traders hungry for exposure beyond the usual crypto majors.

Finally, there’s the steady drumbeat of token listings that keeps the broader ecosystem churning. A gambling-focused token tied to the Dexsport platform recently landed on the MEXC exchange, a move that typically brings a token more liquidity and visibility, if not necessarily more fundamental value. Listings like these remain a bread-and-butter event in crypto markets — routine, but still closely watched by holders hoping for a price bump and a wider trading audience.

Individually, none of these developments is likely to reshape the industry overnight. But together they sketch a familiar pattern in crypto’s ongoing evolution: infrastructure built for speculative tokens is steadily being repurposed for macro bets, tokenized equities, private-company exposure and gambling products alike.

The technology is proving flexible enough to wrap around almost anything with a price — which is exactly why regulators, investors and casual observers alike keep struggling to say where “crypto” ends and the rest of finance begins.

Perplexity AI predicts that if a full-blown bull market returns in Q4, Bitcoin could reach $180,000 before January 1, 2027. The bullish range is estimated at $140,000 to $180,000, with a potential late-cycle surge that could push Bitcoin beyond $200,000.

Currently priced around $83,000, this would represent a gain of about 115% to reach $180,000. What’s noteworthy is that Bitcoin has already corrected significantly from its previous cycle high of about $126,200 on October 6, 2025, followed by a sharp decline during 2026.

Bitcoin has a history of producing substantial gains during strong market cycles. According to historical annual data, BTC gained approximately 154% in 2023 and 110% in 2024. If the current predictions hold true, we may see a similar increase on the horizon.

Perplexity AI Predicts Bitcoin to $180,000 if Bullish Catalysts Align: Does the Technical Analysis Back it Up?

Bitcoin recently broke out of a pattern of lower highs that had developed since May, reclaiming several key moving averages. According to Reuters’ technical analysis, $81,781 is considered important support, while $86,500 is a significant resistance level. Above that, the next technical targets are around $90,000 and $97,867.

CryptoQuant has noted a similar trend, calling $81,700 a key level because it aligns with Bitcoin’s 365-day moving average. Resistance levels above this are near $86,600 and $88,700.

Bitcoin’s first major test is surpassing the $85,000 level, followed by the $86,000 to $88,000 range. Bitcoin has pushed through this area, which matters because a sustained breakout would remove one of the largest technical obstacles between its current price and the $100,000 level.

The next major milestone is approximately $98,000. Beyond that, the market will be approaching the all-time high of $126,200, where it gets particularly interesting.

Once Bitcoin decisively breaks beyond $126,000, it will enter a phase of genuine price discovery. Historical resistance above that level is very limited. At that point, psychological targets such as $130,000, $140,000, and $150,000 could attract momentum traders and institutional investors.

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Bitcoin Hyper Targets Early Mover Upside as Bitcoin Drops Dangerously Close to $80,000

A -2.5% daily drop is not too much to worry about for whales and those already heavily positioned at a much lower price. However, for those who bought over $80,000, things could be getting uncomfortable, which is why presale opportunities prove so popular.

Bitcoin Hyper ($HYPER) is positioning itself as the first Bitcoin Layer 2 with full SVM integration. It boasts smart contract execution built for speed that outpaces Solana itself, while settling back to Bitcoin’s base-layer security.

As of today, the presale has raised more than $33.1M at a current token price of just $0.0136864, with staking rewards live at launch at a huge 35% APY.

The pitch: solve Bitcoin’s slow transactions, high fees, and lack of programmability without abandoning what makes BTC trusted in the first place. A Decentralized Canonical Bridge handles BTC transfers natively.

Gain Access to New Bitcoin Layer 2 Early Here

Discover: The Best Token Presales

The post Perplexity AI Predicts a Big Move for BTC in 2026 Even With Recent Dip appeared first on Cryptonews.

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