The Wolf Of All Streets Bitcoin Drops Below $88K Amid Gov Shutdown! Is The Market About To Crack?
28 snips
Jan 26, 2026 
James, a macro commentator versed in currency moves, Japan, and precious metals, joins the discussion. They unpack Washington shutdown risk and stalled crypto regulation. They cover Japan’s bond shock and its spillovers. They debate whether Bitcoin will track equities and how leverage, margin, and ETF flows amplify market moves.
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Fed Politics Distort Rate Signals
- The Fed's policy outlook is being politicized as the White House and DOJ pressure Jerome Powell.
- James notes that growth forecasts rose, which conflicts with expectations for rate cuts and complicates markets.
Japan's Curve Loss Ripples Globally
- Japan's long-end yields spiked, signaling that the BOJ has lost control of the curve and ending decades of free-money carry.
- Dave warns that a stronger yen and higher yields in Japan ripple into global markets and dollar dynamics.
Treasury Could Weaken Dollar To Stabilize Yen
- The U.S. may intervene to support the yen to prevent Japanese selling of U.S. Treasuries from destabilizing markets.
- That intervention would weaken the dollar and reinforce precious metals and debasement narratives.