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The dollar slid broadly, with USD/JPY collapsing 3.018 yen (1.900%) to 155.751 by 4 p.m. ET on the 3rd from the prior New York close of 158.769, a second straight day of sharp yen strength driven by dovish remarks from Fed Governor Christopher Waller, rising BOJ rate-hike expectations, and heightened alert for Japanese intervention. A softer dollar and a lower expected Fed path are liquidity-supportive for BTC, ETH and other high-beta risk assets, but a 1.9% single-day yen move is exactly the kind of shock that forces deleveraging in yen-funded carry trades, which historically transmits into crypto and Nasdaq drawdowns rather than rallies. The decisive variable is whether the yen stabilizes near 155 or extends its advance: further disorderly appreciation, or confirmation of an actual BOJ hike, would shift the read from dollar-weakness tailwind to carry-unwind risk.
As a Forex signal, watch whether it changes price action, volatility, or flows around JPY=X, BTC, KRW=X.
Original Source: 연합인포맥스
This page is market information analysis, not investment advice.
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