🔥 THE JAPANESE “BLACK SWAN” IS UNFOLDING ⚠️🧨

Global liquidity is quietly shutting off. $SENT

For 30 years, Japan acted as the world’s hidden liquidity engine — zero rates, endless capital exports, and cheap Yen funding global markets. That era is ending.

🇯🇵 Japan is sitting on $10T+ in debt (260% of GDP). As domestic inflation rises, the Bank of Japan is being forced to let yields move higher. The math no longer works. Debt servicing costs are exploding — this is a slow-motion sovereign crisis. #dusk $DUSK

💣 The real danger? Repatriation.

Japan is the world’s largest creditor, holding $1.1T+ in U.S. Treasuries. As Japanese yields rise, capital is flowing back home — draining liquidity from U.S. and European bond markets and pushing global borrowing costs higher. #plasma $XPL

⚠️ Then comes the carry trade unwind.

Trillions were borrowed in cheap Yen and deployed into Bitcoin, tech stocks, and risk assets. As the Yen strengthens, margin calls force liquidations — creating a “sell everything” environment.

Japan is now trapped:

Raise rates → markets crack

Hold rates → currency weakens, inflation surges

This isn’t noise.

It’s a structural shift — and global markets are only starting to feel it.

#Macro #GlobalLiquidity #Japan