Sure, BOJ's moves played a part in Monday's chaos. But here's what doesn't add up — if this dump is really just yen carry unwinding, why are stocks barely moving? Makes you wonder. How much yen carry is actually floating around in crypto versus traditional equities? The disparity tells a story. Either crypto's exposure is way more leveraged than people think, or something else is driving this selloff beyond the carry trade narrative.
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BearMarketBro
· 12-01 20:51
To be honest, this wave of dumping is definitely not just as simple as arbitrage and closing positions.
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HallucinationGrower
· 12-01 20:49
The story of yen Arbitrage is too perfect... which makes it a bit suspicious. The stock market hasn't moved, but the crypto world is exploding. How could the leverage be so unequal?
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just_here_for_vibes
· 12-01 20:42
Wow, this logical flaw is indeed huge. The stocks didn't move but the crypto world exploded? It shows that the crypto leverage is really crazy.
Sure, BOJ's moves played a part in Monday's chaos. But here's what doesn't add up — if this dump is really just yen carry unwinding, why are stocks barely moving? Makes you wonder. How much yen carry is actually floating around in crypto versus traditional equities? The disparity tells a story. Either crypto's exposure is way more leveraged than people think, or something else is driving this selloff beyond the carry trade narrative.