2026-01-19 21:03:56

No one is talking about this.

And this is how you know that the vast majority of CT accounts have no idea about global macro.

Japan is the money machine of the world.

It has been their role to make money cheap and available for the rest of the world.

And right now, they have approved their largest ever fiscal stimulus for 2026.

In the below chart you can see this in action.

The NIKKEI is Japans stock exchange, and it is ripping!

Its very easy to see that Bitcoin moves in a very close lock-step with the NIKKEI...

And each cycle top for Bitcoin has been at the same time as the other.

This is because, as I always say, liquidity is what matters.

NIKKEI is mooning because the largest fiscal stimulus is underway, and the JPY/USD is dumping hard.

The cycle top does not occur when the very foundational macro mechanics are still very much in motion.

The NIKKEI is mooning.

And Bitcoin will catch up.

BTC-2,11%

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