Top Results71 results
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
Global Markets Are One Giant Carry Trade
It’s been nine months since the Japan Yen carry trade unwind back in August of last year....This strategy has been widely adopted by various entities, including the Bank of Japan (BOJ), corporations...Japan is currently one of the largest foreign holders of U.S. treasuries, holding roughly $1.079 trillion...
6 Min
Global Macro Themes
Apr 2025
Market Musings - April Showers… May Flowers? - Macro & Markets May 2025
Japan is another focal point, with concerns about the sustainability of its government debt evidenced...
25 Min
Macro & Markets
Jun 2025
Market Musings - Reawakening The Animal Spirits
When we combine accommodative policy stance being adopted in the US, China and Japan, we get something...Lots of opportunities here- China just getting started Japan narrative unexpectedly changing US elections...
16 Min
Macro & Markets
Oct 2024
The Public Crypto Accumulator Era - Part 1
In Japan, public companies such as Metaplanet are permitted to hold Bitcoin on their balance sheets with...
31 Min
Macro & Markets
Jun 2025
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
Market Musings - Knock, Knock, Knockin’ on ATH’s Door
Japan, China, and the US (and more) are embarking on the single greatest coordinated easing journey we...
14 Min
Macro & Markets
Oct 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
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
Trump's Liberation Day: Market Update Live Stream
Mexico, Israel, Canada) indicated willingness to eliminate tariffs on US goods Other nations (China, Japan...
2 Min
Macro & Markets
Apr 2025
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 2025
Its biggest market is Japan, which has over 92M active users – a region known for high-player LTV....Countries like South Korea and Japan have implemented clear NFT and virtual asset guidelines, and while...
61 Min
Gaming
Dec 2024
Proof of Gamer: How KGeN is Reimagining User Acquisition
LINE’s largest markets are Japan (86M users), Thailand (47M users), Taiwan (21M users), and Indonesia...
44 Min
Gaming
Feb 2025
Hope Metric : Macro Signal Monday (06-02-2025)
Dovish tone from Fed officials, steady rates from EM central banks, and early normalization signs from Japan...
7 Min
Macro & Markets
Jun 2025
The Upcoming Rise of Humanoid Robotics
Over in the healthcare world, Ubitus, a Japan-based tech company, has partnered with a large Taiwanese...
7 Min
Global Macro Themes
May 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
Is Memetic Provenance Crypto's Most Undervalued Primitive?
Cultural initiatives include Doge statues in Japan, the Pixel Portal, and Doge Day events worldwide.
11 Min
DeFi
Jun 2025
Delphi's Market Matters - April 2025
Um, there was definitely some foreign selling, but not like China or Japan coming out and selling treasuries...
73 Min
DeFi
Apr 2025
Milady: NFTs as Onchain Cults
/CSGO maps as backgrounds, the alien hat that Logan Paul wore when he visited the suicide forest in Japan...
30 Min
NFTs
Aug 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