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Market Musings - Reawakening The Animal Spirits
...recent policy shifts from the Fed and PBOC weren’t enough, look no further than the statements from Japan...Last week, Ishiba noted that Japan’s monetary policy must remain accommodative, solidifying the about...When we combine accommodative policy stance being adopted in the US, China and Japan, we get something...
16 Min
Macro & Markets
Oct 2024
Something’s Gotta Give
We’ve seen big selloffs in other major sovereign bond markets across the UK, Germany, France, Japan…seemingly...Japan is another good example.
7 Min
Macro & Markets
Jan 2025
The Dark Night Rises - Part 1
If we look outside, Japan is in the midst of a currency crisis, China is battling serious deflation pressures...The US-China-Japan Conundrum The other big central bank juggernaut is the PBOC....Meanwhile, Japan can’t really afford higher rates — and the country’s unsustainable fiscal path (extreme...
23 Min
Macro & Markets
Jul 2024
WBTC Supply Shrinks by Record Amount
🐣 Notable Tweets Monetary Policy Changes in Japan Japan will now allow 10-year yields to trade as...
4 Min
Infrastructure
Dec 2022
Why Asia Will Lead Web3 Gaming: Learnings From Token2049 & KBW
In Japan, Prime Minister Fumio Kishida has, on several occasions, publicly promoted the important role...Additionally, although much more of a pro-crypto market, Japan has its own struggles when launching Web3...Both ecosystems have strong ties to DoubleJump.Tokyo, which is the brainchild for many of Japan’s early..., Amazon Japan, and more.
42 Min
Gaming
Oct 2023
Market Musings - Through The Fire And Flames
...the last week in markets can be attributed to a few factors completely external to crypto markets: Japan...Japan Carry Trade Unwind Perhaps the largest culprit behind the recent global risk asset purge has been...trade works as follows: Investors borrow Japanese Yen at very low interest rates (interest rates in Japan...
14 Min
Macro & Markets
Aug 2024
Delphi's Office Hours (6th of August, 2024)
Was it all macro led due to the bank of japan hiking, does dispersion get even worse from here, and what...Um, it got to a point where you had a surprise Bank of Japan rate increase....We were talking about this U S Japan kind of China conundrum....Um, because to your point, I mean, at the end of the day, Japan, the U.
Macro & Markets
Aug 2024
Market Musings - Knock, Knock, Knockin’ on ATH’s Door
...recent policy shifts from the Fed and PBOC weren’t enough, look no further than the statements from Japan...Last week, Ishiba noted that Japan’s monetary policy must remain accommodative, solidifying the about...Japan, China, and the US (and more) are embarking on the single greatest coordinated easing journey we...
14 Min
Macro & Markets
Oct 2024
A Fragile Absorption: The 2025 TGA Refill and the New Liquidity Regime
For decades, overseas central banks and investors – notably China and Japan – were reliable sources of...Treasury data show that China and Japan have collectively reduced their Treasury holdings by over $400...Japan’s holdings have similarly declined, recently settling near $1.1 trillion well off the ~$1.3 trillion...
26 Min
Macro & Markets
Aug 2025
A New Dawn for Web3 MMOs: Incentivized UA and ServerFi
Teams with a proven track record in China, South Korea, Japan, and South East Asia (SEA) are well positioned...Interestingly, in Japan, a market that is typically not great for MMORPGs, FF14 stands out as being the...divided into five core demographics: Brazil (34%), Philippines (17%), China (13%), Indonesia (5%), and Japan...
31 Min
Gaming
Sep 2024
No Pain, No Gain
Did the Japanification matter for Japan? You end up with the Bank of Japan owning most of the debt.
13 Min
Macro & Markets
Apr 2024
Market Musings - Crypto's Apathetic Recovery
It was such a good example that the Bank of Japan Deputy Governor Shinichi Uchida came out and said that...
11 Min
Macro & Markets
Aug 2024
The Year Ahead for Gaming 2024
...the USA has the highest number of teams (30%), followed very closely by South Korea (27%), and then Japan...Mobile is the medium of choice for most leading publishers in Korea, Japan, and China (which happen to...
36 Min
Gaming
Dec 2023
Growing Potatoz In Memeland
Afromance is part of the team: he is co-founder of Burning Japan, the regional event for Burning Man,...
10 Min
NFTs
Aug 2022
Sports, Gambling and Web3
Konami is a leading publisher within the genre, especially in their home market, Japan....In Japan, Konami is responsible for 4 of the top 5 domestic-grossing sports games, making them the market...
24 Min
Gaming
Apr 2024
January Gaming Roundup
Psychic VR is one of Japan’s leading extended reality (XR) firms and previously collaborated with Animoca...YGG Japan, a sister company to Yield Guild Games, raises $2.95M in funding with participation from Square...
20 Min
Gaming
Feb 2023
Are NFTs Ded? SudoSwap Gains Traction
Kumaleon is one of the recipients of Nouns DAO Japan’s 1st ever grant.
11 Min
NFTs
Aug 2022
$ASTO Discovery Auction, Murakami Flowers & Notable Mints
Lost SamuRise is a faction-based strategy game based on elements from Samurai culture in classical Japan...
12 Min
NFTs
Mar 2022
Out of The Frying Pan, Not Out of The Fire
The Bank of Japan raised its inflation forecast but maintained ultra-low interest rates despite the yen...
11 Min
Macro & Markets
Jul 2022
The Year Ahead for Markets
This trend has been led by China and, more recently, Japan (more on this later)....new wave of hawkish concerns, as many believe this opens the door for a tighter monetary regime after Japan...holders have accelerated their selling this year as private sector holdings have plateaued (we noted Japan...
55 Min
Global Macro Themes
Dec 2022