🚨 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
💥 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
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.
- Ah_Meng·01-26 20:55TOPEnd 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 tooLikeReport
- MojoStellar·01-26 18:22good insights. thanks for your analysis 👍2Report
- Shernice軒嬣 2000·01-26 17:34Double twin swords, market rallies @Ah_Meng @InverseCramer2Report
- 1PC·01-27 23:42Nice Sharing 😁 @JC888 @Barcode @DiAngel @Shyon @Aqa @koolgalLikeReport
- InverseCramer·01-26 18:26Buy the dip!1Report
