🚨 JAPAN MAY TRIGGER THE NEXT GLOBAL SELL-OFF — AND MARKETS ARE NOT READY

Something big is happening in Japan.

The Bank of Japan is tightening policy
while preparing to unload hundreds of billions in foreign assets.

Rate hikes plus asset sales = liquidity gets drained from the global system.

That combination has never been friendly to markets.

Here’s what most people are missing:

Japan is reportedly preparing to offload up to $620 billion in U.S. stocks and ETFs to defend the yen.

Not just bonds.
Not just currency intervention.

Equities. Real assets. Real liquidity.

This isn’t routine policy.
This is a full-scale defense move.

The yen has been under relentless pressure for months.
Officials warned.
They delayed.
They tried words.

Now they may need action.

And defending the yen means selling dollar-based assets —
many of which sit inside U.S. markets.

That turns this from a “Japan issue”
into a global liquidity event.

Here’s the chain reaction few are watching:

→ Japan sells U.S. equities and ETFs
→ Dollar liquidity tightens
→ Volatility spikes across markets
→ Risk assets reprice quickly
→ Forced liquidations begin

Once volatility shows up, it spreads everywhere.

Stocks drop.
ETFs unwind.
Crypto reacts instantly.

That’s how calm markets suddenly break.

The real risk?

Markets still look relaxed.
Positioning is still crowded.
Nothing is priced for aggressive selling.

And there’s more.

Japan is expected to hike rates again next month.

Higher rates strengthen the yen.
A stronger yen increases pressure to sell foreign assets.

Meaning the selling doesn’t stop —
it accelerates.

Rate hikes + asset sales = tighter global liquidity.

And global markets run on liquidity.

Expect sharp moves.
Expect stress where liquidity is thin.
Volatility isn’t a possibility — it’s the base case.

Pay attention now, not after headlines explain it.

I’ve studied market cycles for over a decade and flagged most major selloffs early.

Watch the flows.
I’ll post updates before the mainstream catches up.