UTXO's Duke Waldrop on BoJ Liquidity Shock Impacting Bitcoin

Summary

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Key points

1. Bitcoin fell to $79K over the weekend.
2. Duke Waldrop says a yen repricing could force macro funds with yen liabilities to sell Bitcoin first.
3. Metaplanet is trading below the value of its own Bitcoin and MSCI removal on November 30 does not change the thesis.
4. Asia is described as "way behind" on Bitcoin preferreds.

Chapters

1. 00:00 Bitcoin at $79K, Fed and Bank of Japan Decisions, and Metaplanet Below NAV
2. 00:29 How Asian Investors Are Learning the Treasury Playbook
3. 01:16 The Yen Carry Trade and Why Bitcoin Sees the Liquidity Shock First
4. 02:12 Who Sells First If the Bank of Japan Surprises: Overleveraged Macro Funds
5. 02:58 Metaplanet's Nasdaq Route Through Super League and the Second Liquidity Pool
6. 03:46 Why Metaplanet Trades Below Its Bitcoin: Bitcoin Per Share Is the Metric
7. 04:30 Asia Is "Way Behind" on Bitcoin Preferreds
8. 05:32 MSCI Removal on November 30: Why It Changes Nothing Fundamental
9. 06:57 Balance Sheet Caps, Delisting and Moon Inc.
10. 08:45 Thailand, Astra's Cash-Flow Model, Capital Group's 11% and "The Moon, a Million"

Chapters come from the timestamps in the video description.

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