šØ THIS IS THE MOST IMPORTANT MACRO EVENT THIS WEEK
And almost nobody is watching it.
This isnāt about Trump tariffs.
Itās not about gold or silver highs.
šÆšµ The New York Fed is signaling potential intervention in the Japanese yen.
Thatās huge.
Hereās why š
- Japanese bond yields keep pushing higher
- BOJ remains hawkish
- Yet the yen keeps falling
That should NOT happen.
Rising yields usually strengthen a currency.
When they donāt, something is breaking.
Markets are losing confidence in Japanās economy.
And now U.S. policymakers are paying attention.
NY Fed comments suggest willingness to support the yen.
How does that work?
- Sell dollars
- Buy yen
Translation: dollar weakness by policy choice.
Markets noticed immediately.
The DXY just printed one of its weakest weekly candles in months.
This isnāt charity for Japan.
A weaker dollar:
- Makes U.S. debt easier to manage
- Boosts U.S. exports
- Shrinks the trade deficit
Itās a win-win for governments.
But the real winners?
Asset holders.
When the reserve currency is devalued:
- Stocks rise
- Real estate rises
- Commodities rise
Weāre already seeing that.
Almost everything is near all-time highs.
Except one market: Crypto...
Crypto is still massively below prior highs
and has not fully priced in:
- Dollar debasement
- Liquidity shifts
- Policy-driven currency weakness
Thatās the setup.
When investors rotate out of crowded trades,
they look for undervalued assets.
Crypto is the cleanest catch-up trade on the board.
Pay attention.


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Disclaimer: The content above is only the author's opinion which does not represent any position of Followin, and is not intended as, and shall not be understood or construed as, investment advice from Followin.
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