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Japan could control global liquidity. One BOJ rate decision decides risk everywhere. Hike and the yen carry trade unwinds. Pause and liquidity floods back in. Crypto is downstream of Japan, not the driver. Full video in comments 👇

Kyle Chassé 🐸

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73,312 次观看 • 7 个月前 •via X (Twitter)

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THE BIGGEST LIQUIDITY RISK TO BITCOIN NEXT WEEK ISN'T THE FED. IT'S JAPAN. 🇯🇵 The Bank of Japan is expected to hike to 1% on June 16, the highest since 1995. Markets price it at over 90%. Here's why crypto should care. Every major BoJ hike since 2024 has been followed by a Bitcoin correction, ranging from roughly 20% to over 30%. The mechanism is the yen carry trade. Cheap yen funds risk assets globally. When Japan tightens, that funding unwinds, and high-beta assets like Bitcoin feel it first. Not a prediction. A risk worth watching, into an already weak market.

THE BIGGEST LIQUIDITY RISK TO BITCOIN NEXT WEEK ISN'T THE FED. IT'S JAPAN. 🇯🇵 The Bank of Japan is expected to hike to 1% on June 16, the highest since 1995. Markets price it at over 90%. Here's why crypto should care. Every major BoJ hike since 2024 has been followed by a Bitcoin correction, ranging from roughly 20% to over 30%. The mechanism is the yen carry trade. Cheap yen funds risk assets globally. When Japan tightens, that funding unwinds, and high-beta assets like Bitcoin feel it first. Not a prediction. A risk worth watching, into an already weak market.

Merlijn The Trader

47,497 次观看 • 1 个月前

💣💣YEN CARRY TRADE TIME💣💣 Remember last year when they told us the Yen Carry trade had been unwound in just a couple of days. Guess what they were lying SHOCKER I KNOW The Yen Carry trade gives them massive liquidity to fund their Ponzi scheme and it's not just liquidity add HIGH LEVERAGE Well that looks like it's coming to an end. Liquidity is drying up and risk is mounting. HUGE FIRES EVERYWHERE 🔥 🔥

💣💣YEN CARRY TRADE TIME💣💣 Remember last year when they told us the Yen Carry trade had been unwound in just a couple of days. Guess what they were lying SHOCKER I KNOW The Yen Carry trade gives them massive liquidity to fund their Ponzi scheme and it's not just liquidity add HIGH LEVERAGE Well that looks like it's coming to an end. Liquidity is drying up and risk is mounting. HUGE FIRES EVERYWHERE 🔥 🔥

Stephanie 🇬🇧🇺🇸🦍

63,372 次观看 • 8 个月前

One of the biggest hidden risks in global markets is the Japanese yen carry trade. The concern for macro investors: a stronger yen could trigger a broader deleveraging cycle across global markets. Full interview: #Japan #carrytrade #economy #finance Daniela Cambone-Taub Michael A. Gayed, CFA

One of the biggest hidden risks in global markets is the Japanese yen carry trade. The concern for macro investors: a stronger yen could trigger a broader deleveraging cycle across global markets. Full interview: #Japan #carrytrade #economy #finance Daniela Cambone-Taub Michael A. Gayed, CFA

ITM Trading

10,858 次观看 • 2 个月前

🚨 WARNING: MONDAY COULD TURN INTO A BLOODBATH. The last time USD/JPY broke above 160 and Japan started hiking rates, global markets crashed hard. Now it’s happening again. → BOJ is hiking rates → USD/JPY is back above 160 → Japanese yields are exploding → Investors are rapidly unwinding carry trades → And the SpaceX IPO just absorbed massive liquidity from the market If SpaceX starts correcting after one of the biggest IPO launches in history, the selling pressure could spread everywhere at once. This is exactly the type of setup that can trigger a violent global risk-off move.

🚨 WARNING: MONDAY COULD TURN INTO A BLOODBATH. The last time USD/JPY broke above 160 and Japan started hiking rates, global markets crashed hard. Now it’s happening again. → BOJ is hiking rates → USD/JPY is back above 160 → Japanese yields are exploding → Investors are rapidly unwinding carry trades → And the SpaceX IPO just absorbed massive liquidity from the market If SpaceX starts correcting after one of the biggest IPO launches in history, the selling pressure could spread everywhere at once. This is exactly the type of setup that can trigger a violent global risk-off move.

Crypto Rover

375,223 次观看 • 1 个月前

🚨THIS WEEK WILL BE THE WORST ONE IN 2026 Japan just begin biggest sell off EVER They are about to dump ~$6T of foreign securities, mostly U.S. Treasuries, stocks, and ETFs This will cause biggest crash, even bigger than it was on 10.10 flush crash While the rest of the world paid normal interest rates, Japan kept borrowing costs close to zero for decades Hedge funds, banks and institutions took full advantage of it They borrowed trillions of yen for almost nothing and deployed that capital wherever returns were higher - U.S. Treasuries - S&P 500 - Nasdaq stocks - Real estate - Emerging markets - Eventually, even crypto Wall Street called it the Yen Carry Trade It quietly became one of the biggest liquidity engines in modern financial history As long as Japan kept rates near zero, the machine kept running Cheap money kept flowing, risk assets kept benefiting, but that world is starting to change After decades of deflation, inflation has finally returned to Japan For the first time in years, the Bank of Japan is raising interest rates It sounds like a local story It's not Higher borrowing costs completely change the economics behind the carry trade The more expensive yen becomes, the less attractive the strategy is Instead of sending money overseas, investors start unwinding positions They repay yen loans and bring capital back home Markets call this a reverse carry trade And it destroys liquidity much faster than it creates it We already got a small preview in August 2024 Fears around the carry trade triggered a sharp sell-off across global markets and reminded everyone how dependent they had become on Japanese money Now imagine that process playing out over years instead of days Japan isn't just another investor It owns roughly $1.1 trillion in U.S. Treasuries It also holds around $6 trillion in net foreign assets, making it the largest overseas creditor in the world That doesn't mean Japan is about to dump $6 trillion tomorrow That's simply not how capital flows work The viral posts are massively oversimplifying the story But they are pointing at a real trend If even a small portion of that capital gradually comes home, global liquidity becomes much tighter than markets have been used to for decades And that's a much bigger deal than most investors realize - Stocks - Bonds - Private equity - Real estate - Crypto Almost every major bull market of the last 30 years was built during an era of abundant liquidity When liquidity expands, valuations become easier to justify When liquidity disappears, everything gets repriced That's why what happens in Japan over the next few years could become one of the biggest macro stories of this cycle Because the biggest risk isn't that Japan suddenly sells everything The biggest risk is that the world's largest source of cheap money quietly stops financing everyone else Remember that I am posting news daily and monitoring each major macro event to post and warn you So make sure to follow me and turn notifs on

🚨THIS WEEK WILL BE THE WORST ONE IN 2026 Japan just begin biggest sell off EVER They are about to dump ~$6T of foreign securities, mostly U.S. Treasuries, stocks, and ETFs This will cause biggest crash, even bigger than it was on 10.10 flush crash While the rest of the world paid normal interest rates, Japan kept borrowing costs close to zero for decades Hedge funds, banks and institutions took full advantage of it They borrowed trillions of yen for almost nothing and deployed that capital wherever returns were higher - U.S. Treasuries - S&P 500 - Nasdaq stocks - Real estate - Emerging markets - Eventually, even crypto Wall Street called it the Yen Carry Trade It quietly became one of the biggest liquidity engines in modern financial history As long as Japan kept rates near zero, the machine kept running Cheap money kept flowing, risk assets kept benefiting, but that world is starting to change After decades of deflation, inflation has finally returned to Japan For the first time in years, the Bank of Japan is raising interest rates It sounds like a local story It's not Higher borrowing costs completely change the economics behind the carry trade The more expensive yen becomes, the less attractive the strategy is Instead of sending money overseas, investors start unwinding positions They repay yen loans and bring capital back home Markets call this a reverse carry trade And it destroys liquidity much faster than it creates it We already got a small preview in August 2024 Fears around the carry trade triggered a sharp sell-off across global markets and reminded everyone how dependent they had become on Japanese money Now imagine that process playing out over years instead of days Japan isn't just another investor It owns roughly $1.1 trillion in U.S. Treasuries It also holds around $6 trillion in net foreign assets, making it the largest overseas creditor in the world That doesn't mean Japan is about to dump $6 trillion tomorrow That's simply not how capital flows work The viral posts are massively oversimplifying the story But they are pointing at a real trend If even a small portion of that capital gradually comes home, global liquidity becomes much tighter than markets have been used to for decades And that's a much bigger deal than most investors realize - Stocks - Bonds - Private equity - Real estate - Crypto Almost every major bull market of the last 30 years was built during an era of abundant liquidity When liquidity expands, valuations become easier to justify When liquidity disappears, everything gets repriced That's why what happens in Japan over the next few years could become one of the biggest macro stories of this cycle Because the biggest risk isn't that Japan suddenly sells everything The biggest risk is that the world's largest source of cheap money quietly stops financing everyone else Remember that I am posting news daily and monitoring each major macro event to post and warn you So make sure to follow me and turn notifs on

Midas

57,917 次观看 • 11 天前

THIS IS BADD: 🇯🇵 Japan just intervened to defend the yen. Yields at 27-year highs. Oil at $120. Inflation rising. The Bank of Japan is out of options. The last time Japan intervened to defend the yen: Markets crashed brutally across the board. $4 trillion in Japanese carry trades at risk. When Japan intervenes capital flows home. Out of U.S. stocks. Out of crypto. Into yen. Smart money is not waiting to find out what happens next.

THIS IS BADD: 🇯🇵 Japan just intervened to defend the yen. Yields at 27-year highs. Oil at $120. Inflation rising. The Bank of Japan is out of options. The last time Japan intervened to defend the yen: Markets crashed brutally across the board. $4 trillion in Japanese carry trades at risk. When Japan intervenes capital flows home. Out of U.S. stocks. Out of crypto. Into yen. Smart money is not waiting to find out what happens next.

Merlijn The Trader

174,375 次观看 • 3 个月前

There's a conspiracy going around that the unwinding of the Japanese yen carry trade will be the excuse used to rewire the entire global financial system, and I put my tinfoil hat on to walk through it. Rising rates in Japan, an overvalued AI sector, a liquidity freeze, and a new system stepping in, the whole theory ties back to ripple:native and Ripple. I lay out the full thing and add my own piece to it.

There's a conspiracy going around that the unwinding of the Japanese yen carry trade will be the excuse used to rewire the entire global financial system, and I put my tinfoil hat on to walk through it. Rising rates in Japan, an overvalued AI sector, a liquidity freeze, and a new system stepping in, the whole theory ties back to ripple:native and Ripple. I lay out the full thing and add my own piece to it.

Keith D

29,722 次观看 • 6 天前

Is the 🇯🇵 yen carry trade (YCT) about to blow up? FoFty and I have warned about this many times. The YCT provides a tremendous amount of liquidity to the US markets. When the yen increases in value against the Dollar, institutions suddenly stop borrowing in Japan and investing in the US. Instead the money flows back into Japan, draining liquidity from the US stock and bond markets. The parabolic on the Japanese 10 year yield has been in play since 2016. In the next 45 days it's about to go vertical from 2.8% to 4% without a historic intervention by the bank of Japan. What is historic intervention? Selling US treasuries to buying their own Japanese treasuries. The only other solution is for the Federal Reserve to offer a massive currency swap line.

Is the 🇯🇵 yen carry trade (YCT) about to blow up? FoFty and I have warned about this many times. The YCT provides a tremendous amount of liquidity to the US markets. When the yen increases in value against the Dollar, institutions suddenly stop borrowing in Japan and investing in the US. Instead the money flows back into Japan, draining liquidity from the US stock and bond markets. The parabolic on the Japanese 10 year yield has been in play since 2016. In the next 45 days it's about to go vertical from 2.8% to 4% without a historic intervention by the bank of Japan. What is historic intervention? Selling US treasuries to buying their own Japanese treasuries. The only other solution is for the Federal Reserve to offer a massive currency swap line.

Financelot

104,185 次观看 • 5 天前

You may have heard of global liquidity, but do you know how it affects $BTC's price? In today’s video, we'll do a breakdown on what global liquidity is, how to track it, and how it impacts the crypto markets. Watch the full video 👉

You may have heard of global liquidity, but do you know how it affects $BTC's price? In today’s video, we'll do a breakdown on what global liquidity is, how to track it, and how it impacts the crypto markets. Watch the full video 👉

CoinGecko

17,022 次观看 • 1 年前

🚨 Washington has ultimately SEIZED control of the Bank of Japan. US Treasury’s Scott Bessent just casually posts about “close coordination” with BoJ Governor Ueda, this is the smoking gun that America is dictating Japan’s rates. Japan today has decided to not to hike interest rates. They FORCED Japan to freeze hikes and keep the yen carry trade ATM wide open so Wall Street can keep siphoning free money. The longer Japan delays the inevitable rate spike, the more catastrophic the unwind will be… markets will bleed, savings will evaporate, and the pain will be biblical. BoJ insider Yuto 🇯🇵 warned us months ago. Every single prediction is now unfolding in real time. Japan’s only escape hatch? They’re integrating digital assets into their economy and allowed treating Bitcoin and XRP as Corporate Treasury assets. The ultimate off-ramp from this dollar-dominated trap. The global financial system is on the brink. Brace yourselves.

🚨 Washington has ultimately SEIZED control of the Bank of Japan. US Treasury’s Scott Bessent just casually posts about “close coordination” with BoJ Governor Ueda, this is the smoking gun that America is dictating Japan’s rates. Japan today has decided to not to hike interest rates. They FORCED Japan to freeze hikes and keep the yen carry trade ATM wide open so Wall Street can keep siphoning free money. The longer Japan delays the inevitable rate spike, the more catastrophic the unwind will be… markets will bleed, savings will evaporate, and the pain will be biblical. BoJ insider Yuto 🇯🇵 warned us months ago. Every single prediction is now unfolding in real time. Japan’s only escape hatch? They’re integrating digital assets into their economy and allowed treating Bitcoin and XRP as Corporate Treasury assets. The ultimate off-ramp from this dollar-dominated trap. The global financial system is on the brink. Brace yourselves.

Stern Drew

309,383 次观看 • 6 小时前

🚨WARNING: SOMETHING EXTREMELY BAD IS COMING TOMORROW!! The Bank of Japan will officially raise interest rates to 1.00%. Japan hasn't seen rates at 1.00% since the 1990s. And if you think Japan has no impact on global markets... YOU ARE COMPLETELY WRONG. Every time BOJ hiked rates, Bitcoin dumped by 20%+ in days. And this isn't just about Bitcoin. It's about global liquidity. It's about capital flows. And it's about a market that isn't prepared for what's coming. Let me explain. The last time Japan operated in this interest rate range, the global financial system was already showing signs of stress. In 1994, the infamous "Great Bond Massacre" wiped out roughly $1.5 TRILLION in bond market value. Then the pressure intensified. In early 1995, the Japanese yen went PARABOLIC. On April 19, 1995, USD/JPY fell to 79.75 - the lowest level ever recorded. Now here's the part almost nobody talks about. Japan tightened policy... Then was forced to reverse course. Later that same year, the BOJ cut its discount rate back to 0.50%. That single fact tells you everything you need to know. Because when Japan tightens into a fragile system, the consequences don't stay inside Japan. Japan is the backbone of global liquidity. Japan is the world's largest funding source. And Japan remains one of the largest foreign holders of U.S. debt. Today, Japan owns more than $1.25 TRILLION in U.S. Treasuries. Which means any major shift in Japanese policy will affect EVERY major asset class on the planet. THIS IS THE WARNING. Not because rates are rising. But because the last time Japan reached these levels, financial stress was already there. Markets aren't pricing that risk today. But eventually, they will. I've spent more than a decade studying macro and market cycles. I've called many market tops and bottoms, including the $126K Bitcoin ATH. Follow and turn notifications on. I'll publicly post the next call here first.

🚨WARNING: SOMETHING EXTREMELY BAD IS COMING TOMORROW!! The Bank of Japan will officially raise interest rates to 1.00%. Japan hasn't seen rates at 1.00% since the 1990s. And if you think Japan has no impact on global markets... YOU ARE COMPLETELY WRONG. Every time BOJ hiked rates, Bitcoin dumped by 20%+ in days. And this isn't just about Bitcoin. It's about global liquidity. It's about capital flows. And it's about a market that isn't prepared for what's coming. Let me explain. The last time Japan operated in this interest rate range, the global financial system was already showing signs of stress. In 1994, the infamous "Great Bond Massacre" wiped out roughly $1.5 TRILLION in bond market value. Then the pressure intensified. In early 1995, the Japanese yen went PARABOLIC. On April 19, 1995, USD/JPY fell to 79.75 - the lowest level ever recorded. Now here's the part almost nobody talks about. Japan tightened policy... Then was forced to reverse course. Later that same year, the BOJ cut its discount rate back to 0.50%. That single fact tells you everything you need to know. Because when Japan tightens into a fragile system, the consequences don't stay inside Japan. Japan is the backbone of global liquidity. Japan is the world's largest funding source. And Japan remains one of the largest foreign holders of U.S. debt. Today, Japan owns more than $1.25 TRILLION in U.S. Treasuries. Which means any major shift in Japanese policy will affect EVERY major asset class on the planet. THIS IS THE WARNING. Not because rates are rising. But because the last time Japan reached these levels, financial stress was already there. Markets aren't pricing that risk today. But eventually, they will. I've spent more than a decade studying macro and market cycles. I've called many market tops and bottoms, including the $126K Bitcoin ATH. Follow and turn notifications on. I'll publicly post the next call here first.

0xNobler

200,776 次观看 • 1 个月前

THE BIGGEST NIGHTMARE FOR MARKETS IS BACK. The Bank of Japan is preparing faster interest rate hikes while actively intervening to strengthen the yen. This is the exact combination that triggered one of the biggest global market selloffs in 2024. In August 2024, after the BOJ hiked rates and intervened in the yen, the S&P 500 crashed more than 8% in just 3 trading days. History doesn't always repeat but this setup should have every investor paying attention.

THE BIGGEST NIGHTMARE FOR MARKETS IS BACK. The Bank of Japan is preparing faster interest rate hikes while actively intervening to strengthen the yen. This is the exact combination that triggered one of the biggest global market selloffs in 2024. In August 2024, after the BOJ hiked rates and intervened in the yen, the S&P 500 crashed more than 8% in just 3 trading days. History doesn't always repeat but this setup should have every investor paying attention.

Crypto Rover

146,914 次观看 • 9 天前

🚨 NEXT WEEK COULD BE A MAJOR TEST FOR GLOBAL MARKETS. Monday: China’s rate decision Wednesday: Japan trade data + Alphabet and Tesla earnings Thursday: ECB decision, US jobless claims + Intel earnings Friday: Global PMIs + US new home sales Expect sharp moves across stocks, FX, and crypto. Manage risk before volatility arrives.

🚨 NEXT WEEK COULD BE A MAJOR TEST FOR GLOBAL MARKETS. Monday: China’s rate decision Wednesday: Japan trade data + Alphabet and Tesla earnings Thursday: ECB decision, US jobless claims + Intel earnings Friday: Global PMIs + US new home sales Expect sharp moves across stocks, FX, and crypto. Manage risk before volatility arrives.

BitBull

23,593 次观看 • 12 天前

A geopolitical shock in the Middle East could trigger one of the most dangerous forces in global finance. The reverse Yen carry trade. Here's how. Few.

A geopolitical shock in the Middle East could trigger one of the most dangerous forces in global finance. The reverse Yen carry trade. Here's how. Few.

Michael A. Gayed, CFA

128,818 次观看 • 4 个月前

🚨 WARNING: MONDAY WILL BE THE WORST DAY OF 2026!! Japan just hit the panic button. They will dump OVER $6 TRILLION of foreign securities, mostly U.S. Treasuries, stocks, and ETFs. If you hold any assets right now, you MUST be prepared for the biggest sell-off of the year: The BOJ is moving capital back into Japan. And the biggest carry trade in history is starting to unwind... This is NOT normal. Here's what's really happening: For decades, Japan kept interest rates near zero. That made the yen the cheapest funding currency in the world. Investors borrowed trillions of yen. And invested that money into U.S. Treasuries, stocks, real estate, crypto, and markets across the globe. That trade is now breaking. Japan is dealing with soaring debt. A rapidly aging population. Massive pension obligations. And years of pressure from a weak yen. Now policymakers want that capital to come home. By any means necessary. Finance Minister Satsuki Katayama said pension funds, including GPIF, the world's largest pension fund, should make substantially larger investments in Japanese assets instead of foreign ones. GPIF alone manages around $1.8 trillion. Hundreds of billions of dollars are now at the center of this shift. Japanese investors have already sold tens of billions of dollars worth of U.S. Treasuries this year. And the Bank of Japan's latest rate hike only gives investors another reason to keep money at home. This is the Reverse Carry Trade. And it's one of the biggest liquidity risks in the world. Because when Japanese money comes home... Someone else has to buy what Japan is selling. More Treasuries hit the market. Bond yields move higher. Liquidity dries up. And financial conditions tighten everywhere. That's how market stress spreads. Quietly at first. Then all at once. After decades of financing global markets... Japan is starting to finance itself. And that changes everything. More volatility. Less liquidity. That's not a good combination. Pay attention. Most people won't realize why markets are collapsing until it's already happening. I’ve studied markets for over a decade and called nearly every major top and bottom. If you want to survive the 2026 cycle, follow and turn notifications on. I warned you before. And I'll warn you again soon. A lot of people will wish they paid attention earlier.

🚨 WARNING: MONDAY WILL BE THE WORST DAY OF 2026!! Japan just hit the panic button. They will dump OVER $6 TRILLION of foreign securities, mostly U.S. Treasuries, stocks, and ETFs. If you hold any assets right now, you MUST be prepared for the biggest sell-off of the year: The BOJ is moving capital back into Japan. And the biggest carry trade in history is starting to unwind... This is NOT normal. Here's what's really happening: For decades, Japan kept interest rates near zero. That made the yen the cheapest funding currency in the world. Investors borrowed trillions of yen. And invested that money into U.S. Treasuries, stocks, real estate, crypto, and markets across the globe. That trade is now breaking. Japan is dealing with soaring debt. A rapidly aging population. Massive pension obligations. And years of pressure from a weak yen. Now policymakers want that capital to come home. By any means necessary. Finance Minister Satsuki Katayama said pension funds, including GPIF, the world's largest pension fund, should make substantially larger investments in Japanese assets instead of foreign ones. GPIF alone manages around $1.8 trillion. Hundreds of billions of dollars are now at the center of this shift. Japanese investors have already sold tens of billions of dollars worth of U.S. Treasuries this year. And the Bank of Japan's latest rate hike only gives investors another reason to keep money at home. This is the Reverse Carry Trade. And it's one of the biggest liquidity risks in the world. Because when Japanese money comes home... Someone else has to buy what Japan is selling. More Treasuries hit the market. Bond yields move higher. Liquidity dries up. And financial conditions tighten everywhere. That's how market stress spreads. Quietly at first. Then all at once. After decades of financing global markets... Japan is starting to finance itself. And that changes everything. More volatility. Less liquidity. That's not a good combination. Pay attention. Most people won't realize why markets are collapsing until it's already happening. I’ve studied markets for over a decade and called nearly every major top and bottom. If you want to survive the 2026 cycle, follow and turn notifications on. I warned you before. And I'll warn you again soon. A lot of people will wish they paid attention earlier.

0xNobler

1,624,989 次观看 • 12 天前

One decision could unwind a trillion dollar trade next week. Every serious investor should be watching Japan. USD/JPY is at a four decade extreme. The BOJ meets in days. I’ll be watching closely.

One decision could unwind a trillion dollar trade next week. Every serious investor should be watching Japan. USD/JPY is at a four decade extreme. The BOJ meets in days. I’ll be watching closely.

Crypto Rover

88,157 次观看 • 5 天前

PROF. JIANG PREDICTS CRASH OF GLOBAL ECONOMY IN 2027 YouTube's Professor Jiang predicts that within a year, attention could shift from the Iran conflict to a devastating global economic downturn. He argues that the unwinding of the yen carry trade will lead to stress on global liquidity, and a popping of the inflated AI and private credit market bubbles. This could trigger a broader financial crisis marked by unemployment, bankruptcies, and stock market declines.

PROF. JIANG PREDICTS CRASH OF GLOBAL ECONOMY IN 2027 YouTube's Professor Jiang predicts that within a year, attention could shift from the Iran conflict to a devastating global economic downturn. He argues that the unwinding of the yen carry trade will lead to stress on global liquidity, and a popping of the inflated AI and private credit market bubbles. This could trigger a broader financial crisis marked by unemployment, bankruptcies, and stock market declines.

Bitcoin News

79,412 次观看 • 18 天前

Japan was the central bank “experiment lab” for 35+ years: ZIRP → QE → yield curve control. Now, the yen carry trade has gone from niche to systemic. And when it unwinds bonds, stocks, silver, and Bitcoin feel it. A great convo w/ Roberto Rios on what’s breaking, the disconnect between East and West for precious metals prices, and what’s next for Bitcoin - is the 4 year cycle dead? TIMECODES 00:00 Japan’s bubble was insane 05:00 Yen carry trade: how it works + why it grew 13:00 Zombie companies 17:15 Society effects: lost generation, wages, birth rate collapse 25:00 Mt. Gox, Japan, and Bitcoin adoption 30:00 East vs West: physical vs paper $gold / $silver 38:00 What macro means for Bitcoin + cycles debate 44:50 Liquidity, “stealth QE,” and what to watch next Full Magsplaining ep links 👇🏼

Japan was the central bank “experiment lab” for 35+ years: ZIRP → QE → yield curve control. Now, the yen carry trade has gone from niche to systemic. And when it unwinds bonds, stocks, silver, and Bitcoin feel it. A great convo w/ Roberto Rios on what’s breaking, the disconnect between East and West for precious metals prices, and what’s next for Bitcoin - is the 4 year cycle dead? TIMECODES 00:00 Japan’s bubble was insane 05:00 Yen carry trade: how it works + why it grew 13:00 Zombie companies 17:15 Society effects: lost generation, wages, birth rate collapse 25:00 Mt. Gox, Japan, and Bitcoin adoption 30:00 East vs West: physical vs paper $gold / $silver 38:00 What macro means for Bitcoin + cycles debate 44:50 Liquidity, “stealth QE,” and what to watch next Full Magsplaining ep links 👇🏼

MAGS 🔑⛏️🚒

27,416 次观看 • 6 个月前

🚨 WARNING: SOMETHING EXTREMELY BAD IS COMING TODAY! Bank of Japan will hike rates to 1.00% today. Historically, every Japan rate hike has been followed by a 20%+ dump in $BTC. 19 MARCH 2024: JAPAN RATE HIKE 0% → 0.1% BTC DUMPED 24% 31 JULY 2024: JAPAN RATE HIKE 0.1% → 0.25% BTC DUMPED 29% 24 JANUARY 2025: JAPAN RATE HIKE 0.25% → 0.5% BTC DUMPED 31% 16 DECEMBER 2025: JAPAN RATE HIKE 0.5% → 0.75% BTC DUMPED 34% 15 JUNE 2026: JAPAN RATE HIKE 0.75% → 1.00% BTC DUMPED **% Every hike made the next BTC dump bigger. This pattern has NOT failed yet. I’ve studied macro for 10 years and called almost every major market top, including the October BTC ATH. Follow and turn notifications on. I’ll post the warning BEFORE it hits the headlines.

🚨 WARNING: SOMETHING EXTREMELY BAD IS COMING TODAY! Bank of Japan will hike rates to 1.00% today. Historically, every Japan rate hike has been followed by a 20%+ dump in $BTC. 19 MARCH 2024: JAPAN RATE HIKE 0% → 0.1% BTC DUMPED 24% 31 JULY 2024: JAPAN RATE HIKE 0.1% → 0.25% BTC DUMPED 29% 24 JANUARY 2025: JAPAN RATE HIKE 0.25% → 0.5% BTC DUMPED 31% 16 DECEMBER 2025: JAPAN RATE HIKE 0.5% → 0.75% BTC DUMPED 34% 15 JUNE 2026: JAPAN RATE HIKE 0.75% → 1.00% BTC DUMPED **% Every hike made the next BTC dump bigger. This pattern has NOT failed yet. I’ve studied macro for 10 years and called almost every major market top, including the October BTC ATH. Follow and turn notifications on. I’ll post the warning BEFORE it hits the headlines.

Wimar.X

46,273 次观看 • 1 个月前

🚨 WARNING: THE NEXT 24 HOURS WILL LIQUIDATE TRILLIONS FROM THE MARKET!! Bank of Japan is about to hike interest rates to 1.00% TODAY. Japan hasn’t been at 1.00% since the 1990s. And if you think Japan doesn’t impact global markets... YOU ARE COMPLETELY WRONG. Every time the BOJ raised rates, Bitcoin and risk assets dumped 20%+ in days. But it’s not just about risk assets. Let me break this down for you: The last time Japan was in this range, the world was already in crisis. In 1994, bonds got destroyed in the “Great Bond Massacre.” Around $1.5 trillion in bond market value was wiped out. Then in early 1995, the pressure kept building. The yen collapsed hard. On April 19, 1995, USD/JPY hit 79.75 - a record low for the dollar. Now here’s the part most people forget. Japan pushed rates higher, then had to cut again that same year. The BOJ brought the discount rate back down to 0.50% in September 1995. That one detail explains everything. Because when Japan tightens into a fragile system, it never stays “local.” Japan is the cheap money hub of the world. And Japan is one of the largest holders of U.S. debt. Japan holds over $1.25 trillion in U.S. Treasuries. If Japan starts selling, the entire world feels it immediately. And now there’s another problem. The U.S.-Iran peace deal is off. United States and Iran have walked away. That removes stability from the Middle East immediately. Oil risk goes up. Energy prices go up. Inflation goes up. And when inflation goes up while Japan is tightening... Markets break. This is a warning. Not because rates are going up. But because the last time we were here, the system was already under stress - and it forced reactions fast. Markets are not pricing this. But they will. Pay attention. The next move will shock everyone. I’ve spent decades studying markets, and I’ve called most major tops and bottoms. And I’ll call it again in 2026. Follow and turn notifications on before it’s too late. Don’t become exit liquidity.

🚨 WARNING: THE NEXT 24 HOURS WILL LIQUIDATE TRILLIONS FROM THE MARKET!! Bank of Japan is about to hike interest rates to 1.00% TODAY. Japan hasn’t been at 1.00% since the 1990s. And if you think Japan doesn’t impact global markets... YOU ARE COMPLETELY WRONG. Every time the BOJ raised rates, Bitcoin and risk assets dumped 20%+ in days. But it’s not just about risk assets. Let me break this down for you: The last time Japan was in this range, the world was already in crisis. In 1994, bonds got destroyed in the “Great Bond Massacre.” Around $1.5 trillion in bond market value was wiped out. Then in early 1995, the pressure kept building. The yen collapsed hard. On April 19, 1995, USD/JPY hit 79.75 - a record low for the dollar. Now here’s the part most people forget. Japan pushed rates higher, then had to cut again that same year. The BOJ brought the discount rate back down to 0.50% in September 1995. That one detail explains everything. Because when Japan tightens into a fragile system, it never stays “local.” Japan is the cheap money hub of the world. And Japan is one of the largest holders of U.S. debt. Japan holds over $1.25 trillion in U.S. Treasuries. If Japan starts selling, the entire world feels it immediately. And now there’s another problem. The U.S.-Iran peace deal is off. United States and Iran have walked away. That removes stability from the Middle East immediately. Oil risk goes up. Energy prices go up. Inflation goes up. And when inflation goes up while Japan is tightening... Markets break. This is a warning. Not because rates are going up. But because the last time we were here, the system was already under stress - and it forced reactions fast. Markets are not pricing this. But they will. Pay attention. The next move will shock everyone. I’ve spent decades studying markets, and I’ve called most major tops and bottoms. And I’ll call it again in 2026. Follow and turn notifications on before it’s too late. Don’t become exit liquidity.

0xNobler

45,414 次观看 • 3 个月前