bitcoin:native hit a peak of 66.9k, just a bit shy of the 67.3k I mentioned. The market was still climbing before 10 AM, but now looking back, all financial products—crypto (especially BTC), U.S. stocks, and gold—started dropping almost simultaneously, like it was coordinated, with funds fleeing. Saw some news: 'Reportedly, Bank of Japan officials believe the recent yen weakness poses an inflationary risk.' From a macro perspective, the yen's prolonged weakness, which once hit a 40-year low, being seen as an inflation risk could very likely lead to market intervention or further rate hikes. If expectations for yen appreciation strengthen, the yen that fled earlier could flow back from overseas assets to Japan, triggering a new wave of sell-offs in financial markets. As long as the dollar strengthens + yields rise + yen factors come into play simultaneously, it’s easy to see a chain reaction of declines. U.S. stocks: The semiconductor sector (Micron, AMD, etc.) showed a noticeable rebound. S&P 500 and Nasdaq were strong during certain periods but overall remain in a high-level consolidation phase. Gold: In a correction channel, short-term suppressed by the dollar and yields. Crypto: BTC fluctuating in the $60k-$68k range. There was some rebound in July, but it’s still under macro pressure. That said, crypto has been performing decently during this period. The resistance above 67.3k is significant—after all, this is the second time it’s reached 67.3k since the last drop. Breaking through in one go would be ideal, but if it can’t, flipping to short is totally an option!