A potential Bank of Japan (BOJ) rate hike could be the most important macro event for global markets.
~This episode is sponsored by BTCC~
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00:00 Intro
00:10 Sponsor: BTCC
00:45 ETH Comeback?
01:10 Bank of Japan
01:30 Global Margin Call
01:45 Key decision
02:30 Bear vs Bull case on Japan carry trade unwind
03:45 Metaplanet Japan yield strategy
04:50 CNBC: Microstrategy is now too complicated for investors
06:00 Institutional grade compliance for USDSC
06:30 Japan will flee to stablecoin yields
06:50 Business model trumps nationalism
07:30 Taxes
08:00 Move ETH to from Base to Japan
08:20 Cathie back Japanese Tom Lee
08:40 First Japan staking DAT & corporate cash
10:00 Trump has ETH Treasury
10:10 ETH Transfer volume
10:30 Jack Mallers tries to build Bitcoin DEFI without DeFi
11:45 Cathie Wood: SUPER-exponential growth
12:30 ETH is the new Tesla?
13:00 Bitcoin Business Model Failing
14:30 Outro
#crypto #bitcoin #ethereum
~Global Margin Call?📈Japan Fleeing to On-Chain Yields🚀~
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