Fier IVOIRIEN

Philippiens: 2 verset 13.

[OneFootball @OneFootball]

Germany and Ivory Coast have only ever faced each other once... and neither team could best the other 🇩🇪🤝🇨🇮

[Fier IVOIRIEN @adepo_m]

@PunchbowlNews @BrendanPedersen @KAM_NEST @BoDjimou @YaSerge8

[Bull Theory @BullTheoryio]

Japan has triggered 4 market selloffs since 2024.

Tomorrow could be the fifth.

Tomorrow, June 16. The Bank of Japan announces its rate decision. 49 of 51 economists surveyed by Bloomberg expect a hike from 0.75% to 1%.

Market probability is above 90%. If confirmed, it marks the first time Japan's benchmark rate has hit 1% since 1995, ending three decades of ultra-cheap money that funded one of the largest carry trades in financial history.

MARCH 2024.

BOJ moved from 0% to 0.1%. First Japanese rate hike in 17 years. End of the negative interest rate era in place since 2016. The move was small and well telegraphed.

Carry trade flinched but didn't fully unwind. S&P dropped 3.79% over 31 days and recovered.

JULY 2024.

BOJ moved to 0.25%. The hike landed the same week US jobs data missed badly, hitting markets from two directions at once.

The yen surged 14% against the dollar. The Nasdaq dropped 13% in under a month. The Nikkei posted its worst single-day loss since Black Monday in 1987. The VIX spiked to 65.

Years of carry trade positions were caught completely off guard. Forced selling hit stocks, crypto, and commodities simultaneously. S&P fell 7.02% in 5 days.

JANUARY 2025.

BOJ moved to 0.50%. Three shocks landed simultaneously. The hike. The DeepSeek AI model that wiped hundreds of billions from US tech valuations overnight. And Trump's tariff rollout raising the threat of a global trade war.

Carry trade positions that survived July 2024 were forced out over weeks. S&P fell 20.98% over 73 days, a full technical bear market. The recovery that followed took it to an all time high above 7,620.

DECEMBER 2025.

BOJ moved to 0.75%. The Iran war was escalating and oil prices were climbing. S&P fell 7.07% over 101 days. Recovered. Hit a new all-time high of 7,620.

Now look at what is already happening before tomorrow's hike has landed.

On June 5, the Nasdaq fell 4.18%, its biggest single day drop since the tariff crash of April 2025. The S&P dropped 2.64% in the same session. Treasury yields spiked on a stronger than expected jobs report. Bitcoin dropped below $60,000, its lowest level since October 2024.

The following week saw $14.7 billion in new short positions built, the largest weekly short build of the year. The S&P is already down from 7,620 to 7,431. The correction started before Japan even moved.

And this time the backdrop is the most hostile of the entire cycle.

The April FOMC produced an 8-4 dissent vote, the most divided Fed committee since 1992. The Fed dot plot releases June 17, the day after the BOJ and is expected to signal rate hikes, not cuts.

Markets are already pricing a 57% probability of one Fed hike in 2026. In every prior correction this cycle, the Fed was either cutting or on pause. That backstop does not exist now.

The Iran war is keeping oil elevated. The ECB raised rates for the first time since 2023. The BOJ itself has signaled rates could reach 1.75% by 2027.

The carry trade math gets worse with every hike. The positions that remain are under more pressure than at any prior point in this cycle.

Four times this was a buying opportunity. The 21% crash in early 2025 became one of the strongest recoveries this market has seen.

But every one of those recoveries had more policy support underneath it than what exists this week.

The hike lands tomorrow. The Fed follows on Wednesday.

[Financelot @FinanceLancelot]

If Trump knows Bank of Japan and Kevin Warsh are about to crash the stock market with rate decisions this week, I'd pump the market and sign a peace deal too 🤪

SpaceX IPO is done. Mission complete.
Time to blame everyone else for the crisis.

[Fier IVOIRIEN @adepo_m]

@PaladinRood @KAM_NEST @BoDjimou @YaSerge8 cette femme parle de la meme chose que ce que ELIE PADAH a dit, une explosion dans un stade et des morts en pagaille.

[Fier IVOIRIEN @adepo_m]

@J9Dalton @yaserge8 @bodjimou @KAM_NEST nous verrons

[Stronghold @strongholdpay]

1/ SHx is expanding into the Solana ecosystem via @axelar. Here’s why this matters 🧵

[mr.nobody @DemonSoldiers90]

Que el dólar haya roto los 160 yenes es la confirmación en tiempo real de que la bomba de relojería en Japón ha empezado a detonar. Y lo que viene ahora va a sacudir los cimientos de Wall Street. 🧵👇

Para entender el peligro hay que entender el "reverse carry trade". Durante décadas, los grandes fondos del mundo se han financiado casi gratis en Japón (gracias a sus tipos de interés a cero o negativos) para comprar activos de riesgo en EE.UU. o bonos del Tesoro americano. Un negocio redondo.

¿El problema? Con el yen desintegrándose a niveles de 160, el Banco de Japón está contra las cuerdas. Si suben tipos para salvar su moneda, encarecen esa deuda masiva y quiebran su propio balance. Si no los suben, el yen se va a los infiernos.

Cuando el Banco de Japón se vea obligado a intervenir de verdad para frenar esta sangría, las instituciones financieras globales van a tener que deshacer sus posiciones a toda prisa: vender activos en Occidente para devolver los yenes prestados. Una repatriación de capitales masiva que secará la liquidez del sistema financiero tradicional de la noche a la mañana.

Y aquí es donde todo conecta con la urgencia del BPI (BIS) y el Project Agorá que comentábamos estos días. ¿De verdad alguien cree que es casualidad que los bancos centrales corran ahora a probar "valor real" en blockchain para mover reservas?
Saben perfectamente que el sistema de corresponsalía bancaria clásico y las cuentas Nostro/Vostro no aguantarían un shock de liquidez provocado por el colapso del yen y un desarme del carry trade. Necesitan rieles de liquidación instantánea donde el colateral se mueva en segundos, no en días, para evitar un efecto dominó.

La crisis del yen no es un problema aislado de Asia. Es el catalizador que está obligando a las élites a acelerar la migración hacia la nueva infraestructura financiera. Cuando el dinero viejo quema, los rieles de utilidad real (XRP/XLM) dejan de ser una opción y pasan a ser la única salida de emergencia.

El tablero se está moviendo rápido. No os quedéis mirando el dedo cuando os están señalando la luna.

Aguantad la posición por que estamos a las puertas de la mayor transformación financiera de la historia, y si estáis aquí leyendo esto, os vais a enriquecer con ello.

[RWA_Investor @RWA_Investor]

The Godlike Move is super close #Crypto

The price of gold has to crash

4.2-4.4K last hold for Gold

The MiddleEast deal will send gold and silver down the cliff

[Fier IVOIRIEN @adepo_m]

@WatcherGuru @kam_nest @yaserge8 @BoDjimou

[Fier IVOIRIEN @adepo_m]

@BankXRP @kam_nest @yaserge8 @BoDjimou la chronologie dont je vous ai tagué est exact 3 aout. les 60 voix sont dans la poche, le vote du sénat ce mois est OK

[Blockchain Association @BlockchainAssn]

1/ Today, we’re sending a letter to Senate Majority Leader Thune and Senate Democratic Leader Schumer signed by 160 former national security, intelligence, and law enforcement professionals in support of the Clarity Act.

https://t.co/1lSQkoaaXI

[Joshua Dalton @J9Dalton]

Okay, 14th birthday for $XRP as a heart with number 14 inside it.

That means “So it begins!”

Here we go, @JoelKatz and @ahbritto!

[Fier IVOIRIEN @adepo_m]

@RippleXrpie @KAM_NEST @YaSerge8 @BoDjimou la chronologie sur lequel que je vous ai tagué est vrai

[Fier IVOIRIEN @adepo_m]

@WatcherGuru @KAM_NEST @YaSerge8 @BoDjimou

[Watcher.Guru @WatcherGuru]

JUST IN: 🇪🇺🇺🇸 European Central Bank says gold has replaced US Treasuries as the world's top reserve asset.

[Fier IVOIRIEN @adepo_m]

@WatcherGuru @KAM_NEST @YaSerge8 @BoDjimou une bombe est déclenchée, l'hyperinflation du dollar est lancée

[Gold Telegraph ⚡ @GoldTelegraph_]

BREAKING NEWS

THE EUROPEAN CENTRAL BANK SAYS GOLD HAS REPLACED US TREASURIES AS THE WORLD’S TOP RESERVE ASSET

History…

[Fier IVOIRIEN @adepo_m]

@KAM_NEST @YaSerge8 @BoDjimou

[SMQKE @SMQKEDQG]

The Clarity Act has officially been added to the Senate Legislative Calendar.😏💨

👇

[Fier IVOIRIEN @adepo_m]

@TimesTabloid1 @KAM_NEST @BoDjimou @YaSerge8