The Carry Trade Circuit Breaker: Forensic Notes on the BOJ's Forced Normalization and the Crypto Transmission Path
USD/JPY: 153.5. Six weeks ago, the pair printed 164. That is a 6.4% move in a...
Yen Carry Trade related articles
USD/JPY: 153.5. Six weeks ago, the pair printed 164. That is a 6.4% move in a...
The Bank of Japan is reducing Japanese Government Bond holdings at the fastes...
At 08:30 ET on Tuesday, the U.S. Bureau of Labor Statistics will release the...
Japan’s Q2 GDP missed every major bank’s estimate. Consumer spending dipped f...
We didn't see the BOJ's pivot coming—not like this. On March 15, 2025, the...
The yen moved 150 basis points in a single session. Not in a calm, orderly,...
The market is quiet. Too quiet. Bitcoin has been chopping in a range for week...
The ledger doesn’t lie. It also doesn’t scream. Right now, the ledger is sile...
Japan’s producer prices surged at the fastest pace since early 2023. We didn’...
Hedge funds are piling into yen shorts like it’s 1990. The currency is brushi...
Neutral
Market Sentiment
{{快讯内容}}
Team and early investor shares released
Circulating supply increases by about 2%
Independent validator client goes live on mainnet
Raises validator limit and account abstraction
92 million ARB released
Block reward halving event
Block reward reduced to 3.125 BTC
Improves data availability sampling efficiency
Bitcoin Season