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Yen Intervention Trap – USD Liquidity Flood Mapped

🚨 ARITHMETIC IS MERCILESS : Jan 25, 2026. USDJPY cracks 155.90 (Bloomberg), biggest day surge in 6mo on BOJ/MoF intervention whispers.

NY Fed rate checks = pre-strike signal, first joint US-Japan since Plaza '85. Solo Japan fails ('22, '24 interventions fizzled); coordinated? Dollar down 50% post-'85, gold/comms/non-US assets pumped. Trap: $14T JGB derivs repriced at BOJ 0.75%, yen carry unwind ($300B+ est.) forces asset dumps short-term.

1/ Macro Asymétrie : Fed creates USD, sells for JPY – weakens DXY (already -10% '25), spikes global liq. TGA rebuild offsets shutdown risks, but dovish pivot Q2 '26 (80% odds) amplifies. BTC inverse USD corr 0.92 (record highs vs JPY positive). Prédiction #1: Joint intervene by Feb 15 → DXY <95, BTC gap $95k (delete if DXY >97).

2/ Géo-Sovereign Pivot : Not charity saves US Tsy from Japan dump (10% holdings). China watches: Gallium/silver bans (MOFCOM #68) + Taiwan drills. Houthis Eilat choke (-22%) reroutes via Berbera. Energy nexus: Zaporizhzhia BTC mining bids (IAEA pending) hedges yen stress.

3/ Crypto Edge : Carry flush risks -15% BTC dip (Aug '24 echo: $64k→$49k, $600B wipe). But post-flush: Dollar debase = BTC reprice to '25 ATHs.
MicroStrategy 671k BTC at parity; ETF inflows $25B YTD absorb. Prédiction #2: Yen +5% Q1 → BTC +20% lag (or thread gone).

4/ Reconstruction Map : Collapse: Carry traps burst. Rebuild: Multipolar liq flood, crypto as debase hedge. Arbitrage: Long BTC dips, short JPY carry vol. Full falsifiables in Substack mirror.

Bookmark the flood. Query? We carve.

$BTC
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🚨BREAKING 🚨 Bitcoin extends losses to fall below $87,000 as $170 million worth of levered longs are liquidated in 60 minutes ⚡️📢

Liquidations over the last 4 hours are up to $320 million 🔥📢

😍 If you like it, don't forget to express your opinion and share the post ⚡️ Thank you, I love you ❤️

#bitcoin #Market_Update #TrumpCancelsEUTariffThreat

💥 DERNIÈRE MINUTE :

🇺🇸 Le gouvernement américain devrait être paralysé plus tard ce mois-ci en raison de la montée des tensions politiques nationales.

Polymarket estime actuellement les chances à 77 %.

$BTC
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🟢🔴 Gold just hit overbought on the monthly RSI while BTC approaches oversold territory 🚨

Here's what history says happens next:

First, gold enters a consolidation phase over the next 4-8 weeks 😱

The 1M RSI overbought signal has historically preceded cooling periods 😱

Then, capital rotation begins.

Smart money starts repositioning from precious metals into digital assets.

We've seen this pattern before.

Gold leads, Bitcoin follows.

The lag time is typically 3-6 months.

Eventually, BTC breaks out of its current range with significant momentum.

The approach of oversold territory on BTC's monthly RSI combined with incoming rotation flows creates the fuel for the next leg up.

This gold-to-Bitcoin rotation has played out consistently across multiple cycles

$PAXG
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The correlation exists, just not in real-time.

Gold acts as the canary.

When it gets overheated and Bitcoin shows technical exhaustion, the handoff begins.

The risk to this thesis: A major macro shock that sends capital flooding back into gold as a safe haven.

But for now...

The market is flashing a signal.

Sell gold, buy Bitcoin

😍 If you like it, don't forget to express your opinion and share the post ⚡️ Thank you, I love you ❤️

#bitcoin #USChinaDeal #GOLD_UPDATE #Market_Update

FORMER NYC MAYOR JUST RUGPULLED 🚨

Eric Adams, former NYC mayor, launched his own $NYC memecoin.

The coin immediately hit $500 million in the market cap before Eric withdrew liquidity from the coin.

This caused a massive 80% crash, and the token went below $100 million.

As per some estimates, Eric made nearly $3.5 million from this scam memecoin.

This is the biggest reason people have stopped taking our industry seriously.

🚨 #BREAKING : Global Finance Just Stepped Into Unknown Waters 😳🌍

Trump is reportedly looking at letting Putin use $1 BILLION of Russia's frozen assets as the mandatory “entry fee” for his proposed Board of Peace.

If this actually happens, it completely changes how we think about sanctions.

💥 Why this matters big time:
• Sanctions could turn into negotiation chips
• Frozen sovereign assets become straight-up political bargaining power
• The security of global reserves is now in question

📉 How markets might react:
• Bitcoin ($BTC) — neutral, borderless reserve story gets even stronger
• Gold ($XAU) — demand as a trust hedge picks up speed
• US Treasuries — more eyes on them if reserves start feeling politically risky

📌 The real danger:
If frozen assets can just be redirected for political plays like this,
nations sitting on TRILLIONS in USD reserves might start rethinking their whole strategy.

So what is this move exactly?
🕊️ A clever fast-track to peace?
⚠️ Or a risky precedent that could kill the power of sanctions for good?

One thing is clear:
Bonds, gold, and crypto are going to be under the microscope now 👀

$SOMI $ENSO $KAIA

#global #Finance #market #MarketRebound

Look at this setup carefully cos, $BTC is compressing right on a rising 4H trendline that has held since the December lows. Price is no longer trending impulsively — it’s coiling. Sellers failed to extend below recent lows, while buyers are stepping in earlier each dip. This is classic compression before expansion.

As long as BTC holds above the trendline, this looks like absorption, not breakdown. A clean hold + reclaim of local range opens the door for a move back toward the 94–96K liquidity pocket. A decisive loss of the trendline flips the bias short-term and exposes the 86–87K demand.

Key Levels

Support: 88.8K – 89.2K (trendline + range base)

Bullish Trigger: Acceptance above 90.5K

Upside Target: 94.5K → 95.5K

Bearish Invalidation: Sustained break below 88.5K

This is not a chase zone. It’s a reaction zone.
BTC decides direction here — traders react, gamblers guess.

#BTC #BTCVSGOLD #Bitcoin #ETHMarketWatch

🟠 Bitcoin surges to $91,000, showing signs of life on suspected Bank of Japan intervention

Bitcoin $BTC $90,657.36 reclaimed the $91,000 level in early U.S. afternoon hours on Friday, continuing volatile action and threatening to sustainably break out of its tight week-long range of roughly $88,000-$90,000.

Possibly behind the quick 2% move off of the morning’s lows was suspected intervention in the foreign exchange market by Japanese authorities. The Bank of Japan overnight left monetary policy unchanged, but was somewhat hawkish in its policy statement. That had the yen modestly stronger versus the U.S. dollar — a move that quickly compounded just after the noon hour on the U.S. east coast, with some traders saying the action had the hallmarks of FX intervention.

For all the talk about President Trump, Greenland, tariffs, precious metals, AI, and any number of other headline-making subjects, there is a sizable cohort of traders who believe the weakening yen exchange rate in recent months — and the implications for leveraged carry trades — is behind the struggles of bitcoin and the broader crypto market.

To the extent that that weakness is reversed, those same traders believe risk assets like crypto could benefit.

🔸 Crypto-related stocks gaining

Bitcoin miners, including those with increasing exposure to artificial intelligence infrastructure, reversed all their early declines into a strong rally. Iren (IREN), Hut 8 (HUT), TeraWulf (WULF) and CleanSpark (CLSK) were up 5%-10% despite starting the session in the red. Strategy (MSTR), the largest corporate bitcoin holder, bounced 5% from Friday's low. Down sharply early on Friday, Coinbase (COIN) narrowed its loss to just 1%.

U.S. stocks have also reversed an early decline, with the Nasdaq now higher by 0.6%.
Precious metals continue to soar, with silver now higher by more than 5% to $101.44 per ounce and gold ahead 1.5% to just a few dollars shy of $5,000. Platinum and palladium are up more than 6% each.

#BTC | #Bitcoin
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