THE BIG COLLAPSE IS COMING!!

Japan’s 30-year bond yields just hit 3.42% — the highest in history. And when Japan moves, the whole world feels it.

Here’s why it matters:

1️⃣ Japan funds the world cheaply

Borrow yen for almost nothing → buy US bonds, equities, EM, crypto. When rates rise, that trade stops.

2️⃣ Higher long-end yields = forced selling

Japan’s massive pensions & insurers pull money home → pressure on US bonds, risk assets, and global liquidity.

3️⃣ Crowded trades get crushed

Everyone leaning the same way? Expect volatility spikes, correlations hitting 1, and liquidity disappearing when you need it most.

4️⃣ Why crypto suffers

Rising rates → cost of leverage up, marginal buyers gone → even bullish coins can dump.

5️⃣ Retail misses the subtlety

3.4% seems small? Pros see rising discount rates, shifting funding assumptions, safer assets more attractive → mechanical global tightening.

💡 Lesson: Watch Japan if you’re trading BTC or alts. Macro moves like this often show up as “mysterious dumps.”

I’ve studied macro for 20+ years. From now on, I’ll share all my moves publicly. Miss it, miss out.$BTC