🗡️ FROM DOVE TO HAWK — IN ONE NIGHT
Japan just delivered a Christmas shock that most markets are still underestimating.
For 30 years, Japan was the world’s free ATM:
• Negative rates
• Cheap yen
• Unlimited carry trades
That era is officially over.
On Christmas Eve, BOJ Governor Ueda finally said the quiet part out loud 👇
➡️ Wages are rising
➡️ Inflation is firmly above 2%
➡️ Real rates are still too cheap
➡️ Rate hikes will continue next year
🗡️ Translation:
“The free yen is dead.”
Markets froze.
Carry traders panicked.
The yen ATM just shut down.
This isn’t a tweak — it’s a regime shift:
• Japanese bond yields are repricing
• Global leverage is unwinding
• Asset valuations are being reset
• Volatility is moving from LOW → MAX
⚠️ Why this matters for crypto:
When carry trades unwind, everything feels pressure first — before the next real trend begins.
Liquidity is no longer free.
Cycles are changing.
Survival now depends on positioning, not hype.
Those who understand this early
don’t panic — they prepare.
💬 Let’s discuss:
Can your positions survive a real yen storm?
#CPIWatch #USGDPUpdate #USJobsData #BitcoinETF #GlobalLiquidity
