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Yen Carry Unwind Impacts Bitcoin Liquidity

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Bitcoin's recent sell-off highlights its vulnerability to external macro forces, specifically the yen-funded carry trade unwind. When USD/JPY moves sharply, it triggers margin calls across risk books, forcing cross-asset deleveraging. This deleveraging transmits into Bitcoin through thinner liquidity, wider spreads, and rapid position reduction in derivatives markets, amplifying price movements.

While this mechanism underscores Bitcoin's integration with global financial flows, it also reveals structural weaknesses in crypto market infrastructure during periods of stress. The correlation with traditional risk assets during such events suggests Bitcoin remains susceptible to broader market dynamics, despite its decentralized nature. Market participants should monitor yen volatility as a potential leading indicator for crypto liquidity conditions.

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