The Japanese Rate Check Heard 'Round the WorldAn event so important that it could dictate this entire year in markets.
Dear Readers, Remember when you were a kid during P.E. and you and your friends used to compare heart rates? “Heart rate check,” you might shout to one of the boys, and he checks his Timex, puts his hand on his heart, counts the beats for 15 seconds, and then multiplies it by 4. You do the same, and then compete over who has the higher (or lower) rate. I promise you with all my heart, no pun intended, that the rate check between Japan and the United States late last week was nothing like the school yard. We MUST discuss this event, the absolutely and insanely massive implications for all of our portfolios, and what might alleviate some miserable bitcoin sentiment.
The cracks in the foundations of money are becoming harder to ignore. Persistent deficits, rising debt, and central bank behavior are quietly reshaping how investors think about preservation and risk. On January 28 at 1PM CST, James Lavish joins Unchained for a live conversation on currency debasement, why traditional portfolio assumptions are being tested, and how gold and bitcoin fit into a changing monetary landscape. The discussion will cover:
Wednesday, January 28 at 1PM CST — online, free to attend. Register now and get early access to the report:
❌ DON’T WRITE YOUR SEED ON PAPER 📝 Why? Because securing your generational wealth on paper is risky. It’s estimated that ~30% of Bitcoin is lost forever. Poor seed phrase security is a big reason why. This is why we use Stamp Seed, a DIY kit that enables you to hammer your seed words into a durable plate of titanium using professional stamping tools.
Use code TBL to take 15% off your purchase. Rate Check, Rate Check!This process was new to me, and I’ve seen my fair share of Japanese monetary interventions. What they teach you on the desk is that the Bank of Japan is not the body that intervenes, it is the MOF, the equivalent of the Treasury department here in the United States. Interventions are two-sided, but as of late, the Japanese government wants to prevent a collapse in confidence in the Japanese yen. The reason? Over 200% in government debt-to-GDP means that, as interest rates rise in Japan, the backstop to the bond market will increasingly be the printing of Japanese yen by the Bank of Japan (central bank) to buy government bonds (backdoor debt monetization). All of this is well known to the market, and why JPY has had a miserable time over the past couple of years. Only now, the entire game has changed. Japan phoned Big Daddy, and the United States responded. I truly believe this could be the global macroeconomic event that dominates all markets in 2026... Subscribe to The Bitcoin Layer to unlock the rest.Become a paying subscriber of The Bitcoin Layer to get access to this post and other subscriber-only content. A subscription gets you:
|
Tuesday, January 27, 2026
The Japanese Rate Check Heard 'Round the World
Subscribe to:
Post Comments (Atom)
Popular Posts
-
An AI/Fable 5 opinion post, alongside all the things you may have missed from TBL this week. ͏ ͏ ͏ ͏ ͏ ͏ ...
-
A look at everything new on Pulse this month ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ...
-
Today’s letter will be shorter because I’m traveling to Prague, the capital of the Czech Republic, for arguably the largest and most base...
-
Buying $1 of Bitcoin for $0.82? Strategy's discount, RSI, and 200-week support are creating one of its most compelling setups ever. ...
-
Bitcoin Treasuries Report, June 2026 ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ...
No comments:
Post a Comment