المنشور
Callistemon
Called it two days ago the drift wasn't over. Japan's 10Y just broke 3% for the first time since 1996, and it's the same oil shock (Brent $91+) feeding both this and the Fed's hike odds.
JGB yields up = the carry trade differential shrinks = unwind risk grows.
$USDJPY and $BTC are watching the same fire.
Callistemon
$USDJPY The intervention worked for about a day. Now back at 160.10 nearly erasing the entire move down to 157.40.
This is the "drifting back" Bessent flagged in his letter. Not a crisis yet, but the exact pattern that precedes one.
Carry trades don't care about your $BTC chart. They care about this one.
إخلاء المسؤولية: يُقدَّم محتوى OKX Orbit لأغراض إرشادية فقط. اعرف المزيد
الردود
لا تعليقات حتى الآن. كُن أول من يرد!
العملات الرقمية الرائجة
BTC/USDTBitcoin
$81,236.6-0.01%
ETH/USDTEthereum
$2,629.5+0.00%
SOL/USDTSolana
$111.07-0.01%
الموضوعات الرائجة في السوق اليوم
1#BTCBackAbove80K
2#UNI21%RallyOnSECRule
3#ZEC1600LongShortBattle
