QVX fundamentals: here's what matters.
The yen surge reflects a genuine unwind of carry trades, not just noise—this deleveraging hits risk assets broadly, and BTC is not immune as liquidity tightens.
However, the selloff may be overdone if Japan’s shift is gradual; crypto’s correlation to equities remains episodic, not structural.
My full QVX commentary and trade logs are at https://www.qilanx.com/ledger-archive
#QVX #Opinion #BTC 📊
The yen surge reflects a genuine unwind of carry trades, not just noise—this deleveraging hits risk assets broadly, and BTC is not immune as liquidity tightens.
However, the selloff may be overdone if Japan’s shift is gradual; crypto’s correlation to equities remains episodic, not structural.
My full QVX commentary and trade logs are at https://www.qilanx.com/ledger-archive
#QVX #Opinion #BTC 📊