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

TFTC: A Bitcoin Podcast

Aug 12, 2024•1 hr 16 min

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Episode description

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 - Intro
1:02 - Yen carry trade backdrop
15:47 - River and Unchained
17:03 - Market caught off guard
20:10 - Liquidity alarm bell
27:01 - Current status
33:41 - Gradually, Then Suddenly & Zaprite
35:19 - What do central bank counterparties do?
44:12 - Treasury demand
48:55 - Predicting the timeline
51:34 - Good for bitcoin
56:50 - How to prepare
1:03:36 - Fourth turning
1:10:06 - Wrapping up

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