84: Carry Trade Crack
3 December 2025
Something broke in the background this week as a decades-old trade finally cracked, and Bitcoin caught the first ripple. The real story isn’t the dip; it’s what this unwind sets in motion next.
Hosts
Episode Links
- 🇺🇸 Buy Sats on River - The best way to stack in the US
- 🇨🇦 The Bitcoin Well - An amazing automatic self-custody Bitcoin platform
- ⚡ The Bitcoin Company - Spending your Bitcoin Via Lightning
- 🏦 Fold Card - Pay bills Stack Sats
- 💵 SALT Lending - Get access to your BTC Value w/out Selling
Show Notes
- Yen Carry Trade Unwind Triggers Major Market Ripples | wolff responds - YouTube
- The Japanese Carry Trade Is Unwinding — And It Could Hit U S Markets Hard | David Stryzewski - YouTube
- Japan announces $135 billion stimulus to boost economy and support consumers
- Japan Economy News Today, December 3, 2025: Services PMI Strengthens as Bond Yields Hit 17‑Year High and BOJ Eyes Rate Hike
- Charles Schwab CEO says feel confident bitcoin and ethereum will be the two cryptocurrencies it can offer to market in first half of 2026 | MarketScreener
- Vanguard finally dips a toe into crypto waters
- Vanguard Will Now Allow Crypto ETFs on Its Platform
- Bank of America recommends adding up to 4% of ‘gold rival’
- Bank Of America Opens Up All Client Portfolios To Crypto Investments
- Bank of America Backs 4% Crypto Allocation
- Larry eats Crow: BlackRock CEO Larry Fink admits he was wrong about crypto.
- US FED Injects $13.5B in Liquidity Overnight as QT Ends
- Chairman Hill, Oversight Chair Meuser Issue Final Staff Report on Biden’s Debanking of Digital Assets | U.S. House Committee on Financial Services
- Crypto Targeted: House Confirms Operation Choke Point 2.0
- Gilfoyle cryptocurrency powerpoint - Silicon Valley S5 - YouTube
Music