The Dollar Endgame
The Dollar Endgame Podcasts
TFTC: How the Yen Carry Trade Will Skyrocket Bitcoin with Peruvian Bull
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TFTC: How the Yen Carry Trade Will Skyrocket Bitcoin with Peruvian Bull

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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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