Heads up on some macro pressure incoming...
Word is Japan could be repositioning foreign bond holdings today around 6:50 PM ET – potentially a big move after recent rate shifts.
Last notable sell-off was in the hundreds of billions (mostly US Treasuries), and with the stronger yen vibe post-hike, this could amp up liquidity drain.
Why it hits crypto:
Less global liquidity flowing into risk assets
Yen strength often squeezes carry trades
Margin calls and cash raises tend to hit volatile stuff like crypto first
This is classic setup for sudden drawdowns: macro trigger → liquidity squeeze → forced selling.
Staying cautious – I've already exited positions including SERAPH, ASTER, and others to cash.
Volatility ahead, watch closely 👀 #Crypto #Bitcoin #Macro $PLAY
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