🚨 THIS HASN’T HAPPENED IN 25 YEARS 🚨

🇺🇸 The Fed is quietly preparing to SELL U.S. dollars and BUY Japanese yen.

Yes. Read that again.

The New York Fed has already conducted rate checks — the exact move that always comes right before real currency intervention.

This isn’t theory anymore.

This is coordination prep.

And historically?

👇👇👇

When this happens, markets don’t dip — they RIP.

🇯🇵 Why Japan is the trigger

Yen crushed for years

Japanese bond yields at multi-decade highs

BOJ still hawkish

This combo is breaking things — not just in Japan, but globally.

Japan has already tried to save the yen alone:

❌ 2022 — failed

❌ 2024 — failed

❌ July 2024 — brief bounce, then collapse

History is crystal clear:

When Japan acts alone → it fails

When the U.S. joins → it WORKS

📜 Proof from history

🔹 1998 Asian Financial Crisis

Japan solo? Failed.

U.S. + Japan? Yen stabilized.

🔹 1985 Plaza Accord

Coordinated action crushed the dollar ~50% in two years.

What happened next? 💥 Gold surged

💥 Commodities exploded

$iShares Silver Trust(SLV)$  

$Gold - main 2512(GCmain)$  

💥 Non-US markets pumped

Sound familiar?

💣 If the Fed steps in, here’s the chain reaction

Fed creates dollars

Sells them

Buys yen

Dollar weakens

Liquidity rises

📈 Weak dollar = asset inflation Every. Single. Time.

🪙 Now look at crypto

Bitcoin:

One of the strongest inverse correlations to the dollar

One of the strongest positive correlations to the yen

BTC-JPY correlation is near record highs

But here’s the trap ⚠️

🧨 The yen carry trade problem

Hundreds of billions are borrowed in cheap yen and parked in:

Stocks

Crypto

$iShares Bitcoin Trust ETF(IBIT)$  

$Grayscale Ethereum Mini Trust ETF(ETH)$  

When the yen spikes → forced selling begins.

📉 August 2024:

Small BOJ hike

Yen jumped

BTC nuked from $64K → $49K in 6 days

$600B wiped from crypto

So yes:

Yen strength = short-term pain

Dollar weakness = long-term rocket fuel

🚀 Why this is STILL bullish

Bitcoin is:

Still below its 2025 peak

One of the few major assets not fully repriced for currency debasement

If coordinated intervention happens and the dollar weakens?

💰 Capital will hunt for assets that are still cheap

📈 Historically, crypto thrives in that exact environment

⚠️ This isn’t noise.

⚠️ This isn’t a headline trade.

🔥 This could be one of the most important macro setups of 2026.

Stay sharp.

@TigerStars  @Daily_Discussion  @Tiger_comments  @TigerPM  @TigerObserver  

# 💰Stocks to watch today?(28 Jan)

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Report

Comment6

  • Top
  • Latest
  • Ah_Meng
    ·01-26 20:55
    TOP
    End of JPY carry-trade? That’s being the latest play… however if US FED is joining in to buy JPY would definitely accelerate the dedollarisation process. Unlike previously, US can print money all they like because of petrodollars, they might think twice if the depreciation resulted in foreign central banks selling US Treasuries… JP Central Bank is a major holder of US Treasuries, falling USD might become a problem for them too. I would stick to my increasingly crowded precious metals for now. Will meanwhile trim positions whenever possible too
    Reply
    Report
    Fold Replies
    • Shernice軒嬣 2000
      The “boy” Bessent backs the “girl” Takaichi, while inviting traders to take the weekend off from selling the yen.
      Metals boom: precious and industrial metals rally hard
      01-26 21:49
      Reply
      Report
  • MojoStellar
    ·01-26 18:22
    good insights. thanks for your analysis 👍
    Reply
    Report
  • Shernice軒嬣 2000
    ·01-26 17:34
    Double twin swords, market rallies @Ah_Meng @InverseCramer
    Reply
    Report
  • 1PC
    ·01-27 23:42
    Reply
    Report
  • InverseCramer
    ·01-26 18:26
    Buy the dip!
    Reply
    Report