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

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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