cycle

Můžeme říci, že v tomto cyklu je trh s kryptoměnami těžší než kdy jindy, altcoinová sezóna se dosud neobjevila jako v předchozích obdobích. V současnosti také probíhá diskuse o tom, zda downtrend skončil, nebo ne?

Trh má velkou otázku, zda cyklus 4 let stále existuje, nebo zda se struktura trhu změnila.

I. Kontext současného trhu s kryptoměnami

Trh s kryptoměnami prochází procesem vývoje, označující krok zpět od období divoké spekulace jednotlivců k "éře institucí"

For the first time since 2011, the Fed is officially doing a market-stabilizing operation.

But last time they did it, markets crashed 30%.

Forget tariffs.
Forget gold and silver.

This is the REAL issue no one's telling you about:

The U.S. is stepping up to buy Yen.
They’re trying to save Japan… by crashing the dollar.

And that means one thing:
Intentional USD devaluation.

WHY THIS MATTERS (A LOT)

→ Japan’s bond yields are at multi-decade highs
→ The Yen keeps collapsing

That’s not normal.
It means the system is breaking.

And when markets break…
The Fed steps in to fix them.

Last week, the NY Fed did rate checks on USD/JPY.
That’s the exact step taken before real intervention.

No action yet.
But markets already moved.
Because history remembers.

THIS HAS HAPPENED BEFORE

1985. Plaza Accord.

The dollar was too strong.
US exports were dying.
Trade deficits were exploding.

So the US, Japan, Germany, France, and the UK made a deal:
→ Sell dollars
→ Buy other currencies
→ Weaken USD on purpose

The result:
→ Dollar index: -50%
→ USD/JPY: 260 → 120
→ Yen: Doubled

One of the biggest currency resets in modern history.

Why it worked?
Because when governments coordinate in FX…
Markets don’t fight them.
They follow.

We saw it again in 1998.
Japan alone failed.
US + Japan together succeeded.

The US sells dollars → buys Yen.

That means:
→ Dollar weakens
→ Liquidity rises
→ Global assets reprice

This is how it always works.

It sounds bullish at first.
BUT THERE’S A CATCH…

Stocks are already at All-Time Highs.
Gold is already at All-Time Highs.
Everyone’s already sitting on big profits.

And there’s still hundreds of billions tied up in the Yen carry trade.

When the Yen strengthens too fast:
→ Forced selling happens
→ Risk assets puke first

We saw it in August 2024:

A tiny BOJ move → Yen up → Bitcoin -23% in 6 days
$600B wiped from crypto.

Yen strength = short-term risk
Dollar weakness = long-term upside

Get ready for the most volatile market of our lifetime.

I’ve been calling major tops and bottoms for over 10 years.

I warned you before, and I’ll warn you again soon.

Follow and turn on notifications before it’s too late.

A lot of people will wish they paid attention earlier.
$BTC $BNB


#FedWatch #StrategyBTCPurchase #Mag7Earnings #CYCLE

Zapomeň na způsob, jakým fungovala sezóna altcoinů v minulém cyklu. Současný trh s altcoiny je zcela odlišný od minulého léta.
Peníze investované do kryptoměn se změnily. Velcí hráči, kteří dříve zvyšovali ceny altcoinů, byli nahrazeni jinými velkými hráči, ale je zde jeden problém: noví velcí hráči nezvyšují altcoiny stejným způsobem jako dříve, takže jak bychom měli investovat?

1. Jak fungovala sezóna starých altcoinů?