Discover Crypto Bitcoin BLOODBATH Explained! (WORSE THAN 2008)
Dec 1, 2025
The crypto market is facing a significant meltdown, with Bitcoin experiencing a dramatic crash. The yen carry trade and rising Japanese bond yields are at the center of this turmoil. Recent liquidations and shifts in miner behavior further complicate the landscape. As Bitcoin aligns with macroeconomic policies, future price scenarios range widely, from potential drops to rebounds. A long-term strategy of buying during the downturn is suggested as a way to navigate this volatility and prepare for a brighter 2026.
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Yen Carry Trade Drives Bitcoin Crash
- The yen carry trade unwind is the primary catalyst driving Bitcoin's rapid crash and market-wide liquidations.
- Rising Japanese yields force yen strength that triggers margin calls and cascading forced sales across risk assets.
Spike In Japanese Yields Amplified Risk
- Japanese 10-year yields spiking to levels not seen since 2008 amplified systemic risk and triggered massive arbitrage unwinds.
- The host links conservative unwind estimates of $3.4T up to $20T in at-risk positions fueling the bloodbath.
History Repeats: 30% Crash Example
- The host recalls the prior yen carry unwind when Bitcoin plunged ~30% to $49K, framing history repeating now.
- He describes the domino-like mechanical collapse as leveraged positions turned into money pits when yields rose.