Two Big Catalysts This Week - 26.08.2026 PCE is out, but Nvidia earnings and Jackson Hole could decide BTC's next move.

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Recorded26 Aug 2026

Publisherfeed.podbean.com ↗

Handlerec:20146930

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This episode unpacks a stack of research revealing a $14 trillion global carry-trade risk originating in Japan, the implications of rising Japanese yields, and why the crypto market is unusually quiet despite key catalysts like NVIDIA earnings and Jackson Hole. We explain PCE inflation, the mechanics of yen carry trades, and how Japan's central bank intervention and the move to tokenize bonds could ripple through global markets — boosting Bitcoin and stablecoins while accelerating a shift away from traditional fiat systems. Subscribe to our free newsletter! https://crypto.report/

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