๐จ BITCOIN DUMP EXPLAINED (REAL REASON)
That sharp drop after Japanโs rate hike?
โ Not institutions
โ Not smart money panic
The first move was retail + algos reacting to the headline.
๐ง What actually matters
For years, institutions used the Yen carry trade: โข Borrow cheap JPY
โข Convert to USD
โข Buy risk assets (stocks, crypto, BTC)
Now the game is changing ๐
๐ฏ๐ต Japan hiking rates
๐บ๐ธ Fed cutting rates
This squeezes both sides: โข Yen funding gets expensive
โข USD returns shrink
โข Carry trade starts unwinding
โ ๏ธ This pressure is delayed, not instant.
Thatโs why volatility comes firstโฆ structure changes later.
Markets move on liquidity, not news.$BTC
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