🇯🇵🇺🇸 CRYPTO ON A TIGHTROPE: JAPAN VS. USA ⚠️
This is not a healthy market.
It is a misaligned macro environment — and that ALWAYS generates volatility.
📌 Undeniable fact:
When central banks push in opposite directions, liquidity becomes unstable.
🔻 Japan raising rates
• Japan has been a structural source of global liquidity for decades.
• Higher rates = less carry trade
• Less carry = less money circulating
• Result: direct pressure on risk assets, including cryptocurrencies.
🔺 USA with narrative of possible cuts
• The market does not expect decisions, discounts expectations.
• Rate cuts = cheaper money
• Cheaper money = better environment for speculative assets
• Crypto tends to react before other markets.
⚔️ The real engine of the market right now:
It is not adoption.
It is not narrative.
It is liquidity vs. restriction.
📉 Japan tightens
📈 USA could loosen
💥 That clash is what really moves the price.
📌 REAL conclusion:
As long as this tug-of-war continues,
👉 there will be violent volatility
👉 erratic movements
👉 and opportunities only for those who understand the macro
