WHILE YOU WERE WATCHING CRYPTO… THE BIGGEST FINANCIAL SHIFT OF 2026 JUST BEGAN.


Japan’s bond yields just hit all-time highs across the curve — unprecedented.
The world’s biggest creditor ($3.7T in foreign assets) may be changing course.
For years, the system ran on one trade:
Borrow cheap yen → buy global risk (stocks, credit, crypto).
That engine is now breaking.
If rates push toward 1%, the carry trade unwinds.
Liquidity rotates. Markets reprice.
Bonds first → stocks next → risk assets last.
Regime shifts don’t announce themselves.
They start quietly… in the bond market.
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