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Published 8 Sept 2026, 04:45 UTC · fetched 3 Nov 2026, 13:35 UTC
Dan Tapiero
@DTAPCAP
Bitcoiners. Old macro to impact now. USD/Yen intervention at 163, Bessent line in sand. Quiet policy shift as USD TWI at 50yr high. JGB 10yr yield at 3%, 30yr high, attractive for locals in yen terms. More USD price down, USD liquidity up. Gold has led, btc follows. https://t.co/83HpnMt3FjView original on X ↗
Deterministic: the same prices and policy always give the same result
unscored Awaiting manual review
Only the end-of-horizon price counts. A brief move followed by a reversal is not a success. Read the methodology
Uses only text available at publication time
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