MACRO + CRYPTO

I. The Chart That Broke the Silence Something monumental just happened — and almost no one is talking about it. Japan’s 40-year government bond yield (JP40Y) just pierced 3.46%, its highest level in over 30 years. For a nation long known for deflation, negative interest rates, and yield curve

“The next country to announce Bitcoin on its balance sheet won’t be a rebel. It will be a blueprint.” The modern monetary order is fraying. Beneath the polished facades of G7 summits and IMF communiqués, central banks and sovereign wealth funds are quietly recalibrating their long-term reserve strategies. What

TL;DR (Alpha in 60 Seconds) * A low-intensity India-Pakistan conflict may be serving a de facto purpose for the West: watching how Chinese military systems perform in real-world battle. * Much like Ukraine exposed Russian military vulnerabilities, Pakistan—equipped with Chinese drones, jets, and air defenses—is a live field experiment.

Introduction There’s a strange internet meme that went viral in late 2024 (although one can trace its roots to 2020), one of those absurd, chaotic thought experiments that somehow says more about society than any whitepaper or economics lecture: 100 men versus a gorilla. The scenario? One hundred ordinary,

Welcome to the next installment of CryptoSazz’s End Game series — where we decode the financial illusions of the old world, and sketch the battle plans of the new. 🧠 Introduction: A Trap of Our Own Design The year is 2025. Inflation is sticky. Tariffs are rising. Geopolitics are splintering. And

Introduction: When Regime Shifts Accelerate, Linear Thinking Fails We are not merely witnessing volatility within an old regime. We are standing at the onset of a monetary regime change. Parts 1 through 4 of this series outlined the structural decline of U.S. dollar hegemony, the re-monetization of gold, the