Japan Killing Crypto & AI Bros! DANGER!I’m not sure how to explain all of this in one post here. Most are just traders and think this doesn't matter. but it does. The full story is too big for a single message, and it would require some basic macro and monetary system knowledge. Without that foundation, the explanation would just get lost.
All you need to know is that the 10-year yield in Japan going to the moon is a big deal for the "Crypto Bros with their Lambos" and all risky assets, including the S&P500 and the "AI circle jerk Bros." or "Jerky Boys" as I like to call them now.
Anyway, THE HIGHER the JPY 10YR YIELD GOES, THE WORSE IT WILL GET. SO WATCH IT CLOSELY! All you need to know.
I know the Crypto Bros were sold the cute story of how BTC decentralized "real money" will replace the FIAT payment system, and how god is not making anymore BTC.
The same cute story was said in housing 2006/7 "buy real estate bc God is not making any more land blah blah! THAT WENT WELL!
Jerky Boys are told the cute story of how AI will change the world tomorrow, and if you don't buy now, you are an idiot!
In 2000, I heard the same schitt with the internet and AOL. That went well, too!
A couple more cute stories! PEAK OIL! We are using 12329877634365472354 barrels to extract 1 barrel.
QE would cause hyperinflation, and Gold to $389579837598457 dollars.
On and on. They all sounded good at the time until they didn't! Then reality hit.
So! All you need to do is just watch the yield. and see how risk assets behave. All I am asking. The proof is in the pudding!
There will be a lot of intervention fuckery that will go on from various entities, including the obvious BOJ. Be ready!
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