big macro news
fed preparing to sell us dollars and buy japanese yen
first time in this century
new york fed already checking rates
this usually happens before real currency action
means us and japan may step in together
this is very rare
and history shows when this happens global markets move fast
japan under pressure
yen weak for years
bond yields at multi decade highs
boj still hawkish
this stress not only japan but whole market
japan tried alone many times
failed in 2022
failed again in 2024
even july 2024 only worked for short time
history clear
japan alone no result
us plus japan works
in 1998 asian crisis same thing
in 1985 plaza accord dollar dropped almost 50 percent
gold commodities non us markets all pumped
if fed steps in
dollar weakens
liquidity increases
assets usually go up
now crypto part
bitcoin moves opposite to dollar
bitcoin moves with yen
btc yen correlation near record
but risk also there
yen carry trade very big
people borrow yen buy stocks and crypto
if yen jumps fast they sell to repay
august 2024 example
small boj hike
yen up
btc dropped from 64k to 49k fast
whole crypto lost 600b
so short term risk
long term bullish
why bullish overall
bitcoin still not fully repriced
currency debasement not priced in
if dollar weakens money looks for undervalued assets
this setup can be huge for 2026
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