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cover of episode #529: How The Yen Carry Trade Will Skyrocket Bitcoin with Peruvian Bull

#529: How The Yen Carry Trade Will Skyrocket Bitcoin with Peruvian Bull

2024/8/12
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TFTC: A Bitcoin Podcast

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Shownotes Transcript

Marty sits down with Peruvian Bull to discuss what's being done by the Bank of Japan.

Peruvian Bull on Twitter: https://x.com/peruvian_bull

Peruvian Bull on Substack: https://dollarendgame.substack.com/

0:00 - Intro1:02 - Yen carry trade backdrop15:47 - River and Unchained17:03 - Market caught off guard20:10 - Liquidity alarm bell27:01 - Current status33:41 - Gradually, Then Suddenly & Zaprite35:19 - What do central bank counterparties do?44:12 - Treasury demand48:55 - Predicting the timeline51:34 - Good for bitcoin56:50 - How to prepare1:03:36 - Fourth turning1:10:06 - Wrapping up

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