@jakeclaverqfop: All asset classes repricing 50-60% lower when carry trade unwinds. Stock PE ratios at all-time highs. Gold topped $4400, heading to $2000-2100. Tens of trillions borrowed from Bank of Japan returning home. Liquidity vacuum spares XRP only.

Jake Claver

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Region: US

Saturday 28 February 2026 04:02:57 GMT