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$JPY Catalyst Posts

December 01, 2025

Single-day social intelligence recap and verified catalyst posts · ← Back to $JPY Profile · Market Rankings

💬 Curated Viral Posts & Community Evidence

16 source posts analyzed
Arthur Hayes @CryptoHayes · 2025-12-01T05:45:35+00:00

$BTC dumped cause BOJ put Dec rate hike in play. USDJPY 155-160 makes BOJ hawkish.

CRG @MacroCRG · 2025-12-01T09:15:32+00:00

gm gnarly sell off into the monthly close + through Asia as ppl get scared of a big JPY carry trade unwind for the 1000th time key immediate levels for the month are below reclaiming weekly avwap is first step for bulls if they want to make this look slightly less

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THE JACK MALLERS SHOW @jackmallersshow · 2025-12-01T22:23:15+00:00

What is Bitcoin telling us about Japan? Is the Yen the world’s margin loan? BOJ is panicking. The Fed is drunk. AI can’t pop because the government can’t let it. Main Street is rolling over. Join @JackMallers live at 6pm ET for another edition of Mailbag Monday

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ALERT的会所 @BTC_Alert_ · 2025-12-01T12:09:33+00:00

Last year's August 5 black swan event: Forward-looking analysis of the yen carry trade and hedging strategies. Up to the recent big macro discussion on orderly depreciation. Basically all forward-looking. Then to the recent gold trading Trading is not about drawing a few

壹屋鱼 @xiaoyubtc · 2025-12-01T08:08:51+00:00

The market crashed again, with the main reason still being expectations of Japan's interest rate hike. Why does Japan's interest rate hike lead to a collapse in global risk asset markets? Core reasons: The whole world has been using "ultra-low interest yen" as cheap loans to

THE JACK MALLERS SHOW @jackmallersshow · 2025-12-01T23:03:51+00:00

What Bitcoin Tells Us About Japan: The Yen Is The World's Margin Loan

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s4mmy @0xSammy · 2025-12-01T04:44:58+00:00

The Yen carry trade unwind will likely be a contributory factor to both US equity and crypto sell off Trillions of US assets historically purchased with cheap Japanese debt, now unwinding as JPY interest rates hike But this is common knowledge, and that’s not what caught my

Gianluca Minoprio @GlMinoprio · 2025-12-01T15:30:19+00:00

Just paid for dinner in Buenos Aires with digital yen! Got a better JPY ARS FX rate than anything online, processed in seconds on the moment of payment! Imagine Japanese travelers paying from their next-gen bank with on-chain FX. That’s where we’re heading.

Michael Boutros @MBForex · 2025-12-01T17:15:58+00:00

DXY, EUR/USD, USD/JPY, Gold, Bitcoin, Oil Weekly Technical Outlook (Webinar Archive) forex.com/en-us/news-and … Asset Chaptered on YouTube:

Milk Road @MilkRoad · 2025-12-01T21:15:56+00:00

Bitcoin didn’t drop 5% because of anything happening in crypto. It dropped because of real macro turbulence. The Bank of Japan (BOJ) hinted it may finally lift rates, something they haven’t seriously suggested in decades. It was a shift that matters because Japan’s ultra low

Behrin @behrin · 2025-12-01T08:45:07+00:00

Why crypto down? This BOJ rate decision& carry trade effect has been lingering over global markets for a while. The difference is markets now assign an 80% prob to a Bank of Japan rate hike at the Dec 19 meeting, from 60% last week. The last time the JPY carry unfolded was

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James Bull @MariusCrypt0 · 2025-12-01T15:27:35+00:00

The Japanese carry trade is estimated to be $500B, of which around 25% has already been unwound. The stock market size is $137T. The 1.85% interest rates on the Japenese Yen are also still way lower than interest rates you get by buying the Yen and putting it into U.S.

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ALLINCRYPTO @RealAllinCrypto · 2025-12-01T10:09:54+00:00

The Bank of Japan may issue a rate hike in December. A rate hike could strengthen the yen and put pressure on Japanese bond yields, while potentially pulling money out of risky assets. $BTC $SPX $JPY

Tapbit @Tapbitglobal · 2025-12-01T03:04:22+00:00

#BOJ’s Ueda just dropped the clearest rate hike signal so far. “If conditions are met — we’ll raise.” Watch JPY pairs and macro plays closely this week.

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Keithshortsellkiller @keithindicator · 2025-12-01T05:29:48+00:00

What a coincidence. The Japanese yen is going to tank and bitcoin is crashing. Hmmmm.

A79 @a79degen · 2025-12-01T04:57:25+00:00

Japan’s rate move = global domino effect. Watch the yen.