Macroeconomic Analysis - Japan's long-term deflation, potentially since the 1980s, is attributed to a low birth rate, leading to decreased consumer demand and persistently low prices [1] - The Bank of Japan's (BOJ) monetary policy of printing money and maintaining near-zero interest rates aimed to stimulate inflation [1][2] - The end of cheap money in Japan, with rising yields, could force global hedge funds and private equity firms to sell assets to repay debts in Japanese currency [2] - A potential crash in asset prices due to the unwinding of yen-carry trades could lead to companies facing financial difficulties, layoffs, and overall economic hardship [2] Investment and Financial Market Implications - Venture capital and hedge funds have been borrowing Japanese Yen to purchase American assets, driving up asset prices in America [2] - The reversal of Japan's monetary policy could trigger a global asset sell-off, impacting company valuations and capital availability [2]

RT SALT (@SALTConference)🇬🇧SALT is coming to London for the first time! Nov 5-6 at the stunning newly-reopened Chancery Rosewood, after 50+ years as the US Embassy.A 400-person invite-only event on private markets, macro, AI & digital finance. Learn more: https://t.co/Mc8O4yDc7yPreliminary speakers:- @GJCardinale, RedBird Capital Partners, Founder Managing Partner and CIO- @GaryLineker, @GoalhangerPods, Co-Founder; Broadcaster and Global Football Legend- @KattyKay_, BBC, US Special Correspondent; MSNBC, Con ...

RT robbie (@robbie_rollup)SINGAPORE SPECIAL: Trump’s Fed Takeover Will Send Bitcoin to $250K with @CryptoHayesI sat down with Arthur Hayes at Token2049 to unpack his thesis for why Bitcoin could hit $250K by year-end.It all starts with Trump’s secret plan to take control of the Federal Reserve. In today's episode, Arthur explains how the next financial regime shift plays out, covering:• How Trump seizes control of the Fed• Why Lisa Cook is the final domino• Yield Curve control & regional banking strategy• H ...

Crypto Market Outlook - Industry expert believes Bitcoin is still in its early stages and predicts it will reach $1 million+ [2] - Stablecoins are viewed as a geopolitical tool for America, with Ethena identified as a high-conviction investment [2] - The analysis emphasizes ignoring market noise and focusing on fiat currency printing as a key macro framework [2] Investment Strategies - The report highlights the importance of understanding tokenomics, using Hyperliquid as an example [2] - It suggests EtherFi has the potential to become the "Amex of crypto" [2] - The report acknowledges that most crypto investments fail and emphasizes the importance of identifying what actually works [2]

Wen Frexit? https://t.co/1AinEYprYi ...

"Long Live the King!" to be published later this week is a chart study of why the 4yr $BTC and #Crypto cycle doesn't apply this time. It was the most common question asked of me during @token2049 , i thot it best to expand on my reasoning via an essay. ...

RT naly (@defi_naly)1/ Naval. Edward Snowden. Satoshi. And now… a bald man named Mert.They’ve all talked about Zcash, but do you actually understand it?This is your Ultimate Zcash Guide.A 🧵 https://t.co/zJMxe2T9Cj ...

RT Haseeb ＞|＜ (@hosseeb)Live at TOKEN2049: @CryptoHayes and @fundstrat join the Chopping Block!We debate Hyperliquid vs Aster, @Rewkang's bearish ETH thesis, Plasma’s massive airdrop, DATs & ETH’s “supercycle,” Polymarket vs Kalshi, and what drove the Zcash revival.Watch/listen 👇 ...

RT Alex Fiskum (@AlexFiskum)@hosseeb @token2049 @_choppingblock @fundstrat @tomhschmidt @CryptoHayes @tarunchitra Thanks for joining us again @hosseebEasiest speaker to work with 🙏🏻See you in Dubai ...

Stimmies - FUCK YESWatcher.Guru (@WatcherGuru):JUST IN: 🇺🇸 President Trump says he is considering $1,000 - $2,000 stimulus checks for all taxpayers using tariff revenue. ...