Description:

It turns out the recent market crash has nothing to do with blockchain technology failing, but is actually a "mechanical margin call" triggered by a $4 trillion unwind of Japanese loans. We are witnessing a massive liquidity shock where institutions are selling Bitcoin and Ethereum not because they want to, but because they absolutely have to in order to cover debts.

We’ll talk about:

• The "Macro Storm" currently battering risk assets and why the "soft landing" narrative is being dismantled by the Sahm Rule recession indicator.

• Why the old belief that "bad economic news is good for markets" is dead, and how weak data now triggers a flight to cash rather than speculation.

• The "Yen Carry Trade" trend explained: how hedge funds borrowing cheap Yen caused a global crisi ...