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🇺🇸In 1985, the U.S. dollar had become too strong. U.S. factories were losing business, exports were collapsing, and trade deficits were exploding. Congress was close to putting heavy tariffs on Japan and Europe.
So the U.S., Japan, Germany, France, and the U.K. met in New York at the Plaza Hotel and made a deal. They agreed to deliberately weaken the dollar. By directly selling dollars and buying other currencies together. That was the Plaza Accord and it worked.
Over the next 3 years:
- The dollar index fell almost 50%.
- USD/JPY moved from 260 to 120.
- The yen doubled in value.
This was one of the biggest currency resets in modern history. Because when governments coordinate in FX, markets don’t fight them. They follow. That decision changed everything.
A weaker dollar pushed:
- Gold higher
- Commodities higher
- Non-U.S. markets higher
- Asset prices higher in dollar terms
Now look at today.
The U.S. still runs large trade deficits. Currency imbalances are at the highest. Japan is again at the center of stress. And the yen is again extremely weak. That is why Plaza Accord 2.0 is even being discussed.
Last week, the NY Fed did rate checks on USD/JPY, which is the exact step taken before FX intervention. It signals willingness to sell dollars and buy yen, just like 1985.
No intervention happened yet. But markets moved anyway. Because they remember what Plaza means.
If that starts again, every asset priced in dollars will skyrocket.

Розничные трейдеры следят за ставкой финансирования и думают, что понимают рыночные настроения. Вы видите финансирование +0.08% и предполагаете бычий тренд. Вы видите финансирование -0.02% и предполагаете медвежье настроение. Но на самом деле вы читаете только половину данных.
Ставка финансирования показывает, какая сторона с плечом платит. Открытый интерес показывает, открываются ли новые позиции. Когда вы видите расхождение между двумя, это точно говорит вам, кто контролирует ситуацию.
Вот четыре разных сценария:
Рост ОИ + Рост финансирования = Розничный FOMO
Все скапливаются в длинные позиции с плечом. Это достигает пика в течение 3-7 дней в 78% случаев. Чем выше финансирование, тем ближе каскад ликвидации.

🚨Most people are distracted by daily candles, but the 99% are about to lose it all.
This isn't FUD—it's a structural macro shift that happens once in a generation.​The signals are quiet, but the math is loud. Here is the professional breakdown of the "Slow-Motion Collapse" unfolding right now:
​1️⃣ The Debt Death Spiral 💸​The U.S. National Debt isn't just a number anymore; it’s a trap. Debt is growing faster than GDP. We aren't in a "Growth Cycle"—we are in a Refinancing Cycle. We are printing money just to pay the interest on the money we already printed.​
2️⃣ Liquidity is Suffocating 🏦​Don't be fooled by "injections." The Fed is pumping cash because the pipes are leaking.​Repo facilities are spiking.​Banks are desperate for cash.​The Reality: Central banks act quietly when they are scared.​
3️⃣ The "Safe Haven" Signal 🟡​Why are Gold and Silver hitting record highs? It’s not a coincidence. Smart money is fleeing "paper assets" and seeking Hard Assets. When confidence in the system erodes, capital rotates to where it can’t be deleted.​
4️⃣ How the Crash Actually Happens:​History shows us the exact sequence every single time:​
5️⃣Funding Tightens (We are here 📍)​Bond Stress Appears 3. Equities Ignore It (The "Trap" Phase)​Volatility Explodes
💥​Risk Assets Reprice (The Great Reset)​⚠️ THE BOTTOM LINE:​By the time the news headlines scream "CRASH," it will be too late. The market whispers before it screams. This is a phase for positioning, not panic. Leverage will be unforgiving in 2026. Risk management is no longer optional—it is your only survival tool.​
Are you prepared for a 2026 market repricing, or are you hoping the music never stops? 👇

Итак, если вы пропустили...

Крестный отец глобальной ликвидности, Майкл Хауэлл, ожидает, что ликвидность (также известная как количество денег, циркулирующих на глобальном финансовом рынке) достигнет пика в первом квартале этого года.

С учетом этого, один из наших участников PRO All Access задал этот вопрос:

«Учитывая, что исторически Биткойн был тесно связан с глобальной ликвидностью, и он часто входит в медвежий рынок перед тем, как ликвидность действительно достигает пика, я обеспокоен тем, что, даже если более широкий бизнес-цикл улучшится в 2026 году, как предложил Томас в своих новостных рассылках, мы уже можем находиться в более длительном медвежьем рынке.»

И все же почти никто не обращает на это внимания.

Я не говорю о тарифах Трампа.
Я не говорю о том, что золото и серебро достигают новых максимумов.

Впервые за более чем десятилетие Федеральный резерв Нью-Йорка открыто сигнализирует о вмешательстве в японскую иену.

Это большое дело.

Доходности японских государственных облигаций продолжают расти до экстремальных уровней.
Банк Японии все еще в ястребином режиме.
И иена продолжает падать.

Когда доходности облигаций растут, валюта обычно укрепляется.

В Японии происходит обратное.

I've been trading long enough to watch dozens of blue chip alts fade into irrelevancy. Bitcoin is the only asset where I genuinely don't worry about whether or not it will exist in the next 5 or 10 years. So, what is the strategy? How do you accumulate Bitcoin over time to actually build wealth?This is where most people go wrong. They're trying to trade Bitcoin like they do any other altcoins. They're trying to buy and sell, buy every dip, sell every top, get in and out constantly. With Bitcoin, you're much better of accumulate Bitcoin over the long term and allowing it to become part of your long-term portfolio with a multi-year, multi-decade time horizon.This is not a strategy for trading. We're not trying to catch every single pump and dump. What we're trying to do is accumulate Bitcoin over time. So, what's the best way to do that?Dollar Cost Averaging (DCA)In my opinion the first one we can consider is dollar cost averaging. Buying regularly regardless of price. This is going to work for the vast majority of people. You're price agnostic and you're buying based on specific time intervals that you stick to.
Bitcoin Bull and Bear CyclesNow, if you want to take it one level further, you can actually analyze the chart and see that Bitcoin moves in relatively predictable bull and bear cycles. Let’s take a look. Basically, every four years in Bitcoin, we have a bull and a bear market. Every bull market, price goes up like crazy. Then we get anywhere from a 70% to 90% plus pullback before the bear market lows.Am I saying you need to wait for Bitcoin to drop 70% plus from all-time high to buy? Of course not. But 30%, 40%, 50% buys on Bitcoin have almost always yielded a very nice entry in the not too distant future. In the bull run, we can see pullbacks from 30% to 40%, sometimes even more, before price continues higher. Generally, once we get past that 50% pullback mark, we’re in a bear market and things can trade significantly lower.The good news is we’re not so worried about timing the bottoms and the tops. We just want to buy when price is at a discount.
Two Ways to Dollar Cost Average
In terms of dollar-cost averaging, there are really two ways to go about it:
1- Buy on predetermined time intervals, completely price agnostic.
2- Buy during massive capitulation events. When you see Bitcoin pull back 40%, 50%, 60%, sometimes more, it almost always and so far every time leads to a very well- discounted buy. You could sell at a much higher price not that long after.If you want a dollar cost average with a little more accuracy, this is how I would do it.
Look at the high timeframe charts only. Wait for those serious pullbacks on Bitcoin, and that’s when you really back up the truck. Otherwise, consistent buys over time are going to outperform almost everyone.This isn’t that complicated, but it can be hard to execute when your emotions are very high. Seeing big red candles, those are difficult to buy.
Remember, when there’s blood in the streets, that’s when we want to be looking for our opportunities. Your goal is to accumulate more Bitcoin over time because, remember, the denominator it’s worthless.
That’s all I got for this article, guys. I hope you enjoyed it.

Yes, Bitcoin is creating a bear flag very similar to 2022.
Yes, HTF & LTF both look bearish.
But the liquidity conditions ARE different.
This is a fact when looking at the FED balance sheet.
This is something to keep in mind.

The Netherlands will tax unrealized capital gains on Bitcoin, stocks, and bonds starting in 2028.
Parliament already approved the legislation which taxes investors annually on asset value changes whether sold or not.
The reform measures the difference between an asset's year-start and year-end value, plus any income.
Probably even more people will move out of the Netherlands now.

Here is everything you need to know:
1. THE GREENLAND PIVOT
The military threat is OFF the table.
"I won't use force."
But the acquisition? It’s still ON.
He demanded "immediate negotiations" to buy the island.
The reason isn't just resources.
It’s the "GOLDEN DOME."
He wants Greenland as a strategic shield against nuclear missiles.
2. EUROPE ON NOTICE
He looked NATO leaders in the eye and told them the hard truth.
"We give so much, we get so little."
He dropped this line to the entire room:
"Without us, you’d be speaking German and Japanese."
The era of the free ride is officially over.
3. THE END OF THE WAR
Ukraine. Russia. It stops now.
Trump claims he knows the mindset of both leaders.
Putin wants a deal.
Zelenskyy wants a deal.
He’s meeting Zelenskyy TODAY to finalize the peace.
4. THE ECONOMIC "MIRACLE"
He’s taking a victory lap on the US economy.
His stance on interest rates is clear:
The US should have the lowest rates on Earth.
Why?
Because the Dollar is the standard.
Without US stability, other nations have "nothing."
So, here’s the summary:
– No war for Greenland.
– Hardball with NATO.
– Peace deal for Ukraine.
What do you guys think about this?