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Coin Post
8.7K posts
Coin Post
@CoinPostMedia
Follow for market updates, stats, and alpha
Dubai Katılım Nisan 2023
945 Takip Edilen68.9K Takipçiler
@WhaleInsider But it’s still up +130% YoY
Meanwhile, the S&P 500 is up +27%, and BTC is down -25% 😁
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@BitcoinNewsCom Are we waiting for more yenterventions? 👀
Not looking good for BTC
x.com/CoinPostMedia/…
Coin Post@CoinPostMedia
🇯🇵 Japan's Fin. Min. Katayama: "We are ready to take decisive action on forex" 🔻 A bad sign for the US stock market It looks like USD/JPY is approaching 160 - a key level for Japan's Ministry of Finance. This is exactly where the interventions were triggered last time. You can clearly see it by that characteristically massive red candle on the chart 😁 We’ve seen this exact playbook more than once, with the last time being back in April. History is repeating itself, and we are already getting so-called "verbal interventions." If these fail to stop the USD/JPY rally, they will have no choice left but actual market intervention.
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This is the yield on 10Y Japanese bonds over the past 20 years.
It's gone vertical.
One could say the Bank of Japan is rapidly losing control of its bond market.
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@robin_j_brooks FX interventions do absolutely nothing against this macro divergence. A physical intervention might print another massive red candle on the chart as JPY plummets, but it’s just a short-lived fix for a systemic crisis
x.com/CoinPostMedia/…
Coin Post@CoinPostMedia
🇯🇵 Japan's Fin. Min. Katayama: "We are ready to take decisive action on forex" 🔻 A bad sign for the US stock market It looks like USD/JPY is approaching 160 - a key level for Japan's Ministry of Finance. This is exactly where the interventions were triggered last time. You can clearly see it by that characteristically massive red candle on the chart 😁 We’ve seen this exact playbook more than once, with the last time being back in April. History is repeating itself, and we are already getting so-called "verbal interventions." If these fail to stop the USD/JPY rally, they will have no choice left but actual market intervention.
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The gap between the 30-year rate differential (blue) and the trade-weighted Yen (black) has never been greater. The "Liz Truss" blow-up in the UK in 2022 was child's play compared to what's now going on in Japan. FX intervention can't hope to fix this...
robinjbrooks.substack.com/p/fiscal-distr…
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@DarioCpx Exactly! Katayama is trapped. If they print more JPY to save JGBs via unofficial YCC, USDJPY 160 will look like a joke. They are basically forced to burn billions in physical FX interventions just to buy time.
x.com/CoinPostMedia/…
Coin Post@CoinPostMedia
🇯🇵 Japan's Fin. Min. Katayama: "We are ready to take decisive action on forex" 🔻 A bad sign for the US stock market It looks like USD/JPY is approaching 160 - a key level for Japan's Ministry of Finance. This is exactly where the interventions were triggered last time. You can clearly see it by that characteristically massive red candle on the chart 😁 We’ve seen this exact playbook more than once, with the last time being back in April. History is repeating itself, and we are already getting so-called "verbal interventions." If these fail to stop the USD/JPY rally, they will have no choice left but actual market intervention.
English
I don’t know how far we are from panic selling of JGBs - the BOJ will have to step up with an unofficial YCC at that point, but that will throw a wrench on all efforts to avoid a JPY collapse - only Bessent pretending the US will bid JGBs again might rescue Japan at this stage
JustDario@DarioCpx
The BOJ is completely losing control of the long duration part of the curve here, JGBs cannot even catch a break anymore when the rest of the market does
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🇯🇵 Japan's Fin. Min. Katayama: "We are ready to take decisive action on forex"
🔻 A bad sign for the US stock market
It looks like USD/JPY is approaching 160 - a key level for Japan's Ministry of Finance. This is exactly where the interventions were triggered last time. You can clearly see it by that characteristically massive red candle on the chart 😁
We’ve seen this exact playbook more than once, with the last time being back in April. History is repeating itself, and we are already getting so-called "verbal interventions." If these fail to stop the USD/JPY rally, they will have no choice left but actual market intervention.
English
BREAKING: The US 30Y Note Yield rises to 5.18%, its highest level since July 2007.
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@FirstSquawk Classic Trump setup dropping a fake TACO narrative just as bond yields aggressively spike again
Is this playbook actually going to work this time?
Doubt it
x.com/CoinPostMedia/…
Coin Post@CoinPostMedia
🚨 THIS IS BAD: The US 30-year Treasury yield has crossed 5% for the first time since late 2023. The 30Y hit 5.12%, with the 10Y at 4.630% and the 2Y at 4.098%. The bond selloff is global. UK 30-year yields are approaching 6%, the highest since 1998, and German long-term yields are at their highest since 2011. Structural pressure is building. China's Treasury holdings have dropped to $700 billion, the lowest since 2008, as Beijing cut dollar exposure starting in 2022. US debt is finding new buyers at higher prices. Traders are now pricing in a potential Fed hike by early 2027, a full reversal from the rate cut bets priced in months ago. Schroders sees the 10Y reaching the 4.75%-5% area in coming weeks. At those levels, equity multiples compress. We cannot afford a 5% yield on the 10Y Note.
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GULF OFFICIALS FROM COUNTRIES TRUMP MENTIONED SAID THEY WERE NOT AWARE OF THE IMMINENT PLAN TO ATTACK IRAN: WSJ
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South Korea just hit a new level of degen gambling
Locals are mass-canceling life insurance and savings at a loss to go full port into the stock market rally. $3.3B cashed out in Q1!
Who needs insurance when stocks "will make you rich by Friday"? Pure rock 'n' roll
$EWY
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@WhaleInsider And then your mentors will tell you not to overtrade... 😂
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JUST IN: 🇺🇸 President Trump traded stocks over 3,700 times in Q1 2026 - averaging 59 trades per day, 9 per hour, or one trade every 7 minutes.
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🚨 THIS IS BAD: The US 30-year Treasury yield has crossed 5% for the first time since late 2023.
The 30Y hit 5.12%, with the 10Y at 4.630% and the 2Y at 4.098%.
The bond selloff is global. UK 30-year yields are approaching 6%, the highest since 1998, and German long-term yields are at their highest since 2011.
Structural pressure is building. China's Treasury holdings have dropped to $700 billion, the lowest since 2008, as Beijing cut dollar exposure starting in 2022. US debt is finding new buyers at higher prices.
Traders are now pricing in a potential Fed hike by early 2027, a full reversal from the rate cut bets priced in months ago.
Schroders sees the 10Y reaching the 4.75%-5% area in coming weeks. At those levels, equity multiples compress.
We cannot afford a 5% yield on the 10Y Note.
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Small but important 13F quirk: these puts are shown as underlying share notional, not premium paid or delta-adjusted exposure.
So the table can make the bet look way bigger than the actual risk...
Jason's Chips@jasonschips
Leopold released his 13F and uhh... WHAT IS THIS? Puts in $SMH $NVDA $ORCL $AVGO $AMD $MU $TSM $ASML Bro turned into Michael Burry However, the fact that he was in these positions on March 31st means that the following rally over the next six weeks absolutely obliterated him. What is happening to Leopold (or what does he think is happening to us)?
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@SpencerHakimian @jam_croissant 60 trades per day on average 😆
Here is all his stock picks
x.com/coinpostmedia/…
Coin Post@CoinPostMedia
Trump told everyone to buy the dip in April. Markets went vertical. The Q1 OGE disclosure dropped. Turns out he made 3,642 trades between January and March. Here's every stock/ETF Trump was buying 👇
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The most openly corrupt president in American history.
Bar none.
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