$BTC MACRO ALERT: Is a “Plaza Accord 2.0” Quietly Brewing?
Markets are whispering about something most traders have never experienced. Signals around USD/JPY are flashing again — and history says this is not noise.
In 1985, the dollar was too powerful. U.S. exports were choking, trade gaps were widening, and pressure was mounting. What followed was a coordinated, behind-the-scenes agreement at New York’s Plaza Hotel. The U.S., Japan, Germany, France, and the U.K. jointly stepped in to weaken the dollar.
The impact was massive.
Over the next few years:
The dollar lost nearly 50%
USD/JPY crashed from 260 → 120
The yen surged
Gold, commodities, and global assets soared in dollar terms
Now look at today:
Record U.S. deficits
Deep global currency imbalances
An exceptionally weak yen
NY Fed checking USD/JPY levels — the same early signal seen before past interventions
No official move yet. But markets are forward-looking.
If coordinated currency pressure returns, anything priced in dollars — including $BTC — could reprice fast.
Are we nearing another global currency reset?
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