
Mad Coach◎🎒
48.6K posts

Mad Coach◎🎒
@SolanaCoach
@MadLads Mad Manager. @Backpack lover.









🚨 Last time this happened, the Nikkei fell 12% in a day and Bitcoin lost 20%. Japan is stuck in a loop with no way out. To defend the yen, the BOJ sells dollars. Selling dollars drains liquidity. Draining liquidity crushes bonds. Bond yields just hit the highest level since 1999. Higher yields make the yen problem worse. Repeat. In 2024 they had one problem and spent $62 billion fixing it temporarily. Today they have FOUR at once: – Yen shorts at the largest position since July 2024 – Bond yields at 27-year highs – Oil at $120 making every import more expensive – A new Fed Chair in 2 weeks who could unwind the carry trade without the BOJ doing anything The BOJ just raised its inflation forecast to 2.8% and cut GDP growth to 0.5%, that’s stagflation. Hike rates and you wreck the economy. Do nothing and the yen keeps falling. Japan’s Finance Minister just told G7 members they’re watching FX with a “high sense of urgency” and called Scott Bessent directly. This time every trader is watching the same trigger. That makes it worse. If you want to know where WE are deploying capital next, turn on post notifications this is very important. Many people will wish they followed us sooner.

ドル円、155円超は許容で160円超は許容せずということで、155-160円の財務省・極狭バンドが形成された可能性。円安を望む政府と円安で苦しむ家計と、円安を望む輸出と円安で苦しむ輸入と、円安を望むオルカン勢と円安で苦しむ預金勢と、いろんなものの間をとってこの辺が良いと思ったのかもしれない。

DTCC is moving toward tokenized securities. We're pleased to be part of the DTCC Industry Working Group.




🔥 JUST IN: $114T+ custodian DTCC to pilot tokenized securities trading in July, with full launch set for October. Over 50 TradFi and crypto firms involved, including BlackRock, JPMorgan, Goldman Sachs, Nasdaq, Circle, Ondo, Ripple Prime and more.







