Được nói ngày 28/07/2026, tại 27:56 trong video.
“So basically what we know is that every single time the yen got stronger really fast, it meant that markets somewhere in the world were starting to break.”Không thể xác định chắc chắn hướng của dự đoán này, nên không tính vào điểm số.
Không thể xác định chắc chắn hướng của dự đoán này, nên không tính vào điểm số.
crash, yen goes up while everything else in the world was being sold. Then August 2024, the Bank of Japan increased interest rates by just a little, a quarter of 1%. The yen went up and a part of that carry trade started to unwind and in one day Japan's stock market went down 12%. The worst day since 1987 and the US stock market went down 3%. Millions of people here in the US watched their portfolios lose money that day with no idea what was happening. Nothing happened in the US, but something was happening in Japan. So basically what we know is that every single time the yen got stronger really fast, it meant that markets somewhere in the world were starting to break. Now to be fair, the yen going up is not what causes these things to happen. It's usually the other way around. A crisis happens, the borrowed yen trade unwinds, everyone buys back yen, right? And the yen goes up really fast as everything else goes down. So the yen is kind of like a proxy or a measure for how much global leverage there is, how much money borrowing is going on. Now today, obviously the yen is not going up. It's a very weak money. It's having a hard time going up partially thanks to the world betting against
Lời của người nói được giữ nguyên văn và không bao giờ được dịch. Đường dẫn mở đúng giây đó trong video.
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“Worst-case scenario is that investors get pushed to a point where it all unravels at once. But, given how Washington is closely monitoring the situation, I tend to believe that's probably not going to happen, and most likely this is going to blow over in a few weeks.”
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Coin Bureaumột nhận định đang được xem xét lại
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