[30Y Treasuries hitting 5.30%](https://news.google.com/rss/articles/CBMiVEFVX3lxTE13eGhnV1NDQXdQandiX2xXczVEMGtRMExOdnNKblVrOURtN2swQ01zMVNYY1l4SmF1Ti04dWtBTGs1bHFXSnhRMEFPQnVTV1Q1TXc2Sg?oc=5) is the inflation signal everyone's watching. But the real damage is in deposit franchise fragility. When long-dated yields spike this fast, banks' held-to-maturity bond portfolios bleed mark-to-market losses that regulators force onto capital. Meanwhile, depositors flee to money market funds yielding 5%+.

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