Part One 1
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Bitcoin
Hey crypto folks, if you think what’s happening in the market right now is just a "normal correction" or a "natural downtrend," then you’ve missed a lot! The story is much bigger than just selling and taking profits. What is happening is a "deliberate financial execution," and the weapon was not inflation data or anything we were used to... the weapon was Japanese government bonds! 🇯🇵
The Silent Killer: The End of the Era of "Free Money"
Imagine, dear prince, that the whole world has been living on a financial deception that lasted 30 years called "Yen Carry Trade."
What exactly is this? People were borrowing trillions of dollars from Japan at "almost zero interest," and using that money to buy anything that yields a higher return: American tech stocks, bonds, and... of course Bitcoin (BTC)! We were buying the most expensive assets with the cheapest debts.
In the past few days, Japanese bond yields (like the 10-year) jumped up, and this is considered the trigger that detonated this bomb.
Once interest rates in Japan rose, the world went into a frenzy: those who borrowed money to buy their homes or stocks or Bitcoin found themselves needing to repay that expensive debt. The only way? Selling! 💸
📉 This is not just a downturn... this is a historical liquidation!
The shake was mechanical and painful: rising yields ➡️ strengthening yen ➡️ leveraged positions losing ➡️ liquidations kick in and zeros fly away.
