
#529: How The Yen Carry Trade Will Skyrocket Bitcoin with Peruvian Bull
TFTC: A Bitcoin Podcast · Marty Bent
August 12, 20241h 16m
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Show Notes
<p>Marty sits down with Peruvian Bull to discuss what's being done by the Bank of Japan.</p>
<p>Peruvian Bull on Twitter: https://x.com/peruvian_bull</p>
<p>Peruvian Bull on Substack: https://dollarendgame.substack.com/</p>
<p>0:00 - Intro<br />
1:02 - Yen carry trade backdrop<br />
15:47 - River and Unchained<br />
17:03 - Market caught off guard<br />
20:10 - Liquidity alarm bell<br />
27:01 - Current status<br />
33:41 - Gradually, Then Suddenly & Zaprite<br />
35:19 - What do central bank counterparties do?<br />
44:12 - Treasury demand<br />
48:55 - Predicting the timeline<br />
51:34 - Good for bitcoin<br />
56:50 - How to prepare<br />
1:03:36 - Fourth turning<br />
1:10:06 - Wrapping up</p>
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<p>Gradually, Then Suddenly</p>
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