🇺🇸 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
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