Will the yen ever recover?

Nominating enyasu for UNESCO world heritage status.

[Will the yen ever recover? @enyasu4eva]

Is it happening???

[Santiago Capital @SantiagoAuFund]

I don’t know where the yen is going in the short term, but before all is said and done, it’s going to 200.
And then 300.

[Will the yen ever recover? @enyasu4eva]

There is no easy exit.

[かつもくせよ。 @katsumoku__]

藤巻先生のこの指摘は、かなり本質的だと思いますし、昔から警告し、言われ続けてきたことですね。

多くの人は「日銀が利上げすれば円安も物価高も止まる」と考えがちですが、問題はそこまで単純ではありません。

今の日銀は、長年の異次元緩和で大量の長期国債を抱えています。

金利が上がれば、その国債には大きな含み損が出る。

さらに当座預金への支払い金利も増える。

つまり日銀は、インフレを抑えるために利上げしたい一方で、利上げすれば自分自身の財務が悪化するという非常に苦しい立場にあります。ここが一番怖いところです。

普通の中央銀行なら、物価を抑えるために金利を上げる。

しかし日銀は、金利を上げるほど保有国債の損失や支払い利息が重くなる。

だから利上げも、国債購入の縮小も、本気で進めにくい。

もし日銀の財務が大きく悪化し、政府が資本注入しなければならなくなれば、その政府自身も巨額の赤字を抱えています。

結局、国債を出して日銀を支えるような構図になれば、市場から見れば「円の信用は本当に大丈夫なのか」と見られてしまう。

これは単なる日銀の会計問題ではありません。円の信認、国債市場、物価、住宅ローン、企業借入、生活コストに直結する問題です。

本日の利上げがあったとしても、それが継続的な正常化につながるのか？

それとも、日銀財務の制約によって最後の利上げに近くなるのか？

ここを市場は見ていると思います。

利上げできなければ円安と物価高。

利上げすれば日銀財務と国債市場に負担。

この板挟みこそ、長年の財政拡大と異次元緩和の出口問題だと思います。

いま必要なのは「利上げしたから安心」ではなく、日銀が本当にインフレを抑える力を持ち続けられるのかを冷静に見ることだと思います。

そして結論から言えば日銀は身動きが取れず、高市内閣はばら撒きを続け、インフレ税という形でさらに国民から搾り取り、国民生活の地獄化の加速。厳しいですが、この構図から逃れられませんね。

[Will the yen ever recover? @enyasu4eva]

Yen bulls after the Nikkei announces a BOJ hike to 1% and nothing happens.

[Will the yen ever recover? @enyasu4eva]

One hundred and sixty Japanese pesos per American dollar…

[Will the yen ever recover? @enyasu4eva]

Wentervention?

[Will the yen ever recover? @enyasu4eva]

Not today.

[Will the yen ever recover? @enyasu4eva]

#NewProfilePic

[Rekt Capital @rektcapital]

It’s 2025

A new #BTC Four Year Cycle has therefore begun

2025 will be the year of the $BTC Bull Market peak

2026 will be the year of the Bitcoin Bear Market

And 2027 will be the Bottoming Out year to precede an entirely brand new future Bull Market

#Crypto #Bitcoin

[🐧 @Pentosh1]

A lot of people tagging me bc Coinbase App just hit #1 but this indicator works for the #1 app in general, right now it's only the #1 app in finance. Big difference. You also get about 2 weeks that follow after it hits anyways

While it so far over the last 7 years has had a 100% hit rate. Things can change, for example seeing the Phantom wallet much higher up.

While we will have periods of froth and unfroth. It's clear that under the new admin, that we will continue to see people, and institutions flood into the space. There are always extreme swings when the app is climbing, and that means opportunities both ways.

I think a lot of people have PTSD, but we just broke out literally a week ago. Broaden your time horizons.

[Rekt Capital @rektcapital]

#BTC

Where is Bitcoin in the cycle?

Here (orange circle)

At the very beginning of its ~300-day Parabolic Upside phase in the cycle

$BTC #Crypto #Bitcoin

[Doc @docXBT]

All this and SOL is only trading at 220

Jfc things are gunna get weird

[Rekt Capital @rektcapital]

#BTC

Over the next week or so, history suggests Bitcoin will be transitioning away from its ReAccumulation phase (red) into its Parabolic Upside phase (green)

$BTC #Crypto #Bitcoin

[Rekt Capital @rektcapital]

#BTC

We are here (green circle)

$BTC #Crypto #Bitcoin

[fejau @fejau_inc]

These CT influencers are unserious man

Calling for goblin town and its over a week ago to calling for $1m BTC the next.

So important to find your own conviction and not try and export that work to randoms on the internet

[Autism Capital 🧩 @AutismCapital]

🚨 BREAKING: BITCOIN BREAKS $67,000 ON NEWS THAT IT DOESN’T USE CROWDSTRIKE.

[Will the yen ever recover? @enyasu4eva]

Next leg coming soon.

[Rekt Capital @rektcapital]

#BTC

We are here (orange circle)

$BTC #Crypto #Bitcoin

[Zack Voell @zackvoell]

what you don’t understand is EVERYTHING up to this point has been recovery from FTX and repricing from initial ETF news

the bull market has barely started

the music isn’t even being played

the orchestra just finished tuning

now it’s go time

[Will the yen ever recover? @enyasu4eva]

Getting interesting.

[JJcycles @JJcycles]

Impressively have seen open interest subside in the last few weeks.

What makes it interesting is that at the same time, we saw a consistent spot premium resulting in negative funding.

Bullish, going much higher.

#Bitcoin

[Bitcoin Archive @BitcoinArchive]

JUST IN: Morgan Stanley filed a prospectus to add #Bitcoin exposure in 2 of their funds:

- Discovery Portfolio
- Growth Portfolio

- MS also filed for Bitcoin ETF exposure in a dozen funds earlier this month.

- Morgan Stanley sent #Bitcoin compliance & education materials out to all advisors 3 weeks ago in preparation to approve Bitcoin ETFs for its network of advisors to sell to clients.

Morgan Stanley has $1.5 Trillion in assets under management.