Noah🧊

Just a person with a PhD in Advanced FOMO Studies from X University 🗽

[Shanaka Anslem Perera ⚡ @shanaka86]

THE WORLD'S LARGEST FINANCIAL SECRET JUST ENDED

For 30+ years, Japan exported the cheapest money in human history. Near zero rates. Infinite liquidity. Trillions borrowed in yen, deployed into every asset class on Earth.

That era died this week.

The numbers no one is discussing:

Bank of Japan ETF holdings: $534 billion.
Disposal timeline just announced: Over 100 years. December 19 rate hike probability: 90%.
New rate: 0.75%. Highest since 1995.
Japan's US Treasury holdings: $1.189 trillion. Largest foreign holder.
10 year JGB yield: 1.96%. Highest since 2007.
30 and 40 year yields: All time records.

The pattern no one wants to acknowledge:

March 2024 BOJ hike. Bitcoin fell 23%.
July 2024 BOJ hike. Bitcoin fell 26%.
January 2025 BOJ hike. Bitcoin fell 31%.

December 19th approaches.

Here is what changed:

The BOJ is no longer buying. It is selling. For the first time in history, a major central bank is liquidating assets accumulated through quantitative easing. Not slowing purchases. Reversing them.

The yen carry trade funded your tech stocks. Your bonds. Your crypto. Your pension. Every leveraged position traces back to borrowed yen at zero percent.

That funding cost just became 0.75% and rising.

The regime shift:

Markets priced the rate hike. Markets did not price the consequences. The transition from permanent buyer to permanent seller changes every risk calculation in global finance.

What to watch:

USD/JPY below 150 triggers margin calls.
USD/JPY below 145 triggers cascades.

December 19, 2025.

The day the invisible empire begins its century long liquidation.

Position accordingly.

Read the full deep dive article here -
https://t.co/C7qmtnaWXO

[Barchart @Barchart]

JUST IN 🚨: Federal Reserve just pumped $5.2 Billion into the U.S. Banking System through overnight repos 🤯 This is the 6th largest liquidity injection since Covid and surpasses even the peak of the Dot Com Bubble 👀

[Barchart @Barchart]

JUST IN 🚨: Federal Reserve expected to begin buying back an all-time high $45 billion of debt each month beginning in January 🤯👀

[Charlie Bilello @charliebilello]

The Fed started cutting rates in Sep 2024 with the 30-yr yield below 4%.

They've now cut 150 bps and the 30-yr is at 4.8%.

The Fed may be done with inflation, but inflation isn’t done with the Fed.

If long yields keep rising, they won’t admit a policy mistake - they’ll just bring back QE.

In the end, all roads lead to easing.

[Elon Musk @elonmusk]

Accurate

[Not Jerome Powell @alifarhat79]

Today marks the end of quantitative tightening

[Watcher.Guru @WatcherGuru]

JUST IN: 🇺🇸 Federal Reserve officially ends quantitative tightening.

[Noah🧊 @noah1mt]

Only an idiot tries to time the market

[naiive @naiivememe]

i have survived 4 year bear market, FTX crash Luna $0, CZ Jail, Germany dumping, Mt. Gox unlocks, WW3 FUDs ,Trumps Tariffs , BlackRock dumping…

so please babe, don't call me lucky

[Noah🧊 @noah1mt]

@AshCrypto Manipulated

[LAnDo NIFFIRG™️🇨🇦 @llandoniffirg]

Proof that people are sheep! 🤣🤣🤣🤣🤣🤣🤣🤣🤣🤣🤣

[Noah🧊 @noah1mt]

@777h7o هل يوجد في عالم الاستثمار ان كان كريبتو ، أسهم او حتى عقارات شي اسمه 100% ضمان?? من هاي الكلمه اني غاسل أيدي منك مع كل الاحترام

[Ash Crypto @AshCrypto]

My entire net worth is in the hands of this man.

[Wintermute @wintermute_t]

Liquidity drives crypto cycles, and now, the money has stopped flowing in

Stablecoins, ETFs, and DATs have grown from $180B to $560B since early 2024, but momentum has slowed

Capital is rotating internally, not entering fresh → rallies die fast and breadth keeps narrowing

[Noah🧊 @noah1mt]

@bmsquamtum Hi

[Noah🧊 @noah1mt]

@bmsquamtum Hi 🙋🏽‍♂️

[Noah🧊 @noah1mt]

@Mr_CryptoYT @baseapp Let’s f gooo

[Noah🧊 @noah1mt]

@MBytkwyn شوكت تطلع لايف يا علي منتظريك اليوم

[Esther & Michael @SuperLuckeee]

Barron: “I’m up $90,000,000 on that short, time to go long. Can you tweet again?”

Trump: “Don’t worry about China, it will all be fine. Xi just had a bad moment.”