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Deep Dive 1/21/26
Executive Summary
The last 24-hours was marked by a market downturn, driven by a confluence of severe macroeconomic and geopolitical shocks. The primary catalyst was the “Takaichi Shock”—a historic capitulation in the Japanese Government Bond (JGB) market, which triggered the unwinding of the global “Yen Carry Trade” and drained liquidity from risk assets, including Bitcoin. This was compounded by an escalating trade dispute between the US and EU over Greenland, culminating in French President Macron’s call to activate the EU’s Anti-Coercion Instrument (ACI), a “trade bazooka” that spurred a…
The skinny
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