Whale Factor|Aug 05, 2026 13:20
🐋 WHALE WATCH : Everyone waiting for USD/JPY to dump because yield spreads tightened is getting chopped to pieces.
The correlation died on Liberation Day back in April. Rate differentials dropped but the dollar didnt care it just kept pushing higher.
When an asset ignores its core macro anchor and refuses to drop thats pure structural strength. Dont fight the regime shift.(Whale Factor)
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