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In a September 8 (local time) interview with The Rollup, BitMEX co-founder Arthur Hayes tied the recent crypto rebound to shifting Japanese capital flows rather than US rate rhetoric, pointing to a possible reallocation by Japan's public pension fund plus yen strength as the liquidity backdrop. The transmission runs through FX and global liquidity: repatriation of Japanese assets would push USD/JPY lower and weigh on DXY, a channel that has historically loosened dollar funding and supported BTC and ETH beta. The counter-signal is that a fast yen appreciation can also force carry-trade unwinds that drain risk appetite, so watch whether details of inter-government discussions emerge in the coming days or weeks and whether USD/JPY declines in an orderly way rather than a disorderly spike.
As a Research signal, watch whether it changes price action, volatility, or flows around BTC, ETH, JPY=X.
Original Source: 토큰포스트
This page is market information analysis, not investment advice.
Influencer Threads
The author notes that Bitcoin has fallen into the roughly $78,300 zone marked in blue and that a retest of that level is currently underway, with a comparison drawn to a similar instance earlier this year. This is the author's chart-based read on BTC price structure, and the remainder of the comparison is not fully available in the post.
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Dalio cites Carl Jung's line that man needs difficulties and that they are necessary for health, arguing that people instinctively avoid pain even though struggle builds both body and mind. In his view this avoidance is strongest when people face the harsh reality of their own imperfections; the post is personal philosophy with no market content.
Dalio cites Carl Jung's line that man needs difficulties and that they are necessary for health, arguing that people instinctively avoid pain whether they are building the body through weight lifting or the mind through frustration, struggle, embarrassment and shame. In his view this avoidance is strongest when people face the harsh reality of their own imperfections; the post is personal philosophy with no market content.
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