The companion post to Final Stop Game Stop was the prequel, Foundations: The Big Short Squeeze, and the full history leading up to it. Read together for the full story. And do not mind media @CNBC that comment without reading both articles. “I had seen buybacks shrink shares by a third in the setting of 100% short interest, the reorganizing of the Board of Directors, and the selling of Spring Wireless for cash in the amount of more than half the market cap. All were home run/slam dunk activist successes with concrete results but zero impact on price or short interest.”

Japanese investors are a crucial part of US markets: Japanese holdings of US bonds and stocks totaled $2.22 trillion at the end of 2024, according to Bank of Japan data. This is followed by investments in the Cayman Islands, France, and the UK at $834 billion, $179 billion, and $150 billion, respectively. In other words, Japanese exposure to the US is TWICE as large as their combined positions in these 3 countries. Furthermore, total foreign assets owned by Japanese investors rose to $4.95 trillion in Q3 2025, near an all-time high. This comes as they held $2.54 trillion in equity and investment-fund shares and $2.41 trillion in debt. What happens if these investors start bringing money back home?

Lotta money but you played your soul You played yourself, you played the role

Within the last 3 weeks, Silver added over $2T into it's market cap. For context, that's more than the ENTIRE market cap of Bitcoin. Insane.

Saying “no trader can beat DCA” just tells me you assume price is random. We don’t. We track money flow, order flow, and liquidity. Wizards in your squad buy blindly. We buy where forced sellers puke and exit where retail euphoria bids. Not the same game. ⚔️For clarity DCA works for many people. My point is simple: Traders don’t assume price is random. We study liquidity, positioning, and flow. Different tools. Different objectives.

They want you shoveling snow right now. That way they can execute this beautiful trade

Wait till the markets open at 9m let's see what they got to say 😭

Once they start paying attention it's over

Bitcoin is now up a measly 7.8% from its 2021 peak, after accounting for inflation. That works out to an average annual return of roughly 2.6%. Absolutely horrendous performance.

N O B O D Y I S G O I N G T O S A V E Y O U O R C A R E M O R E A B O U T Y O U R L I F E T H A N Y O U

Michael Saylor's Bitcoin Ponzi no longer generates FOMO to attract new suckers. In fact, it’s now having the exact opposite effect.

Price Bitcoin against gold. Price it against housing, stocks, or any other asset. You’ll quickly see—it’s still absurdly cheap.

Just talking about this🙄

JAPAN WILL CRASH THE U.S. DOLLAR IN 3 DAYS!! Markets are completely unprepared for what will happen next week. The Bank of Japan is now forced to abandon decades of Yield Curve Control. That era is over. And what comes next is far more destabilizing than people expect: To defend the yen and to stop their bond market from imploding Japan must create real buyers for JGBs. The BoJ can’t do it alone anymore. So Japanese financial institutions are forced into the same move: bring the money home. That means selling foreign assets. Stocks, Bonds, ETFs. Repatriating capital. And replacing the BoJ with a domestic bid for Japanese bonds. This isn’t optional. It’s survival. And here’s the problem: What is the largest and most liquid foreign asset Japan owns? U.S. Treasury bonds. Japan is the single largest foreign holder of U.S. government debt Over $4.1 TRILLION sitting overseas. Those Treasuries were bought when: → Japanese yields paid nothing → The yen was cheap → Carry trades ruled the world That math no longer works. Now Japanese bonds finally pay. Hedged U.S. Treasuries don’t. So the trade reverses. This isn’t panic. It’s simple mechanics. To save their own market, Japan must sell yours. Capital comes home. Liquidity disappears abroad. And the pressure shows up where it hurts most: → Global bond markets → U.S. borrowing costs → Risk assets everywhere For decades, Japan exported capital and suppressed global yields. Now the flow is reversing. And when the world’s biggest creditor starts pulling money back at scale, it’s never quiet. This is how a domestic policy shift becomes a global shock. I warned you before Japan crashed the market in 2025.

Since China suspended silver exports, silver is up ~100% in just 15 days. Math anit mathing

🚨 BREAKING: US GOVERNMENT SHUTDOWN IS CONFIRMED FOR JANUARY 31! Polymarket is pricing an 85% chance of another US government shutdown by January 31. Read this again. 84% And if you forgot what a shutdown really does, look at 2025. - 43 DAY SHUTDOWN - 2.8% GDP HIT - $34B GONE - 670,000 FED WORKERS SENT HOME That is not “politics”. That is real damage. Now here is why the odds are SKYROCKETING. After the Minneapolis Border Patrol shooting, Democrats are starting to weaponize it into blocking the DHS bill on the Senate floor. That one statement explains a lot. Because DHS funding is the fuse. If DHS stalls, you get a partial shutdown clock ticking into the deadline. And a shutdown is not just “people staying home”. - Paychecks get delayed. - Contracts get delayed. - Approvals get delayed. - Data gets delayed. The economy slows from pure uncertainty. Then the market reaction is always the same. - Bonds move first. - Stocks react later. - Crypto gets the violent move first. Almost no one is paying attention right now. Markets are not pricing it. But they will. I’ve studied macro for 10 years and I called almost every major market top, including the October BTC ATH. Follow and turn notifications on. I’ll post the warning BEFORE it hits the headlines.

No one want to come here no more Singapore lit right now.

📉 USD/JPY ≈ 155.7 🪙 Recent range seen around 155–159 📊 160 is close, but not the current price Unwind at 160 🤔