Did Japan Spark the Bitcoin Selloff? | Macro Mondays: December 1, 2025

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🔥 *Join the waitlist: https://rvtv.io/3IQ5Bs6* Andreas Steno and Mikkel Rosenvold of Steno Research return for another edition of Macro Mondays, dissecting the latest BTC selloff, this week's FOMC interest rate decision, signs of a rejuvenated holiday-season U.S. economy, volatility in forex markets, and much more. 📣 This episode is brought to you by Bitwise Asset Management*. Bitwise has been all-in on crypto since 2017 and has more than 20 crypto-based products to help investors get the necessary access. Bitwise manages the world’s largest crypto index fund, one of the top Bitcoin ETFs, and one of the largest institutional Ethereum staking solutions. Bitwise has over $10 billion in assets under management and over 100 people in the US and Europe to help manage everything from ETFs to private alpha strategies to SMAs for large investors. 👉 Check out Bitwise at https://bitwiseinvestments.com and let them know that Real Vision mentioned them*. Carefully consider the extreme risks associated with crypto before investing Elevate your brand with Real Vision. Connect with us at [email protected] to explore advertising possibilities. Music license ID: WJ6TRPVHFD About Real Vision™: We arm you with the knowledge, tools, and network to succeed on your financial journey. Connect with Real Vision™ Online: Website: https://www.realvision.com/join Twitter: https://rvtv.io/twitter Instagram: https://rvtv.io/instagram Linkedin: https://rvtv.io/linkedin Disclaimer: https://media.realvision.com/wp/20231004185303/Disclaimer-1.pdf 00:00 - Sponsor Read 01:50 – Welcome to Macro Mondays 04:16 – Bitcoin Drops $5K in 3 Hours: What Caused the Flash Crash? 06:20 – Bank of Japan Rate Hike: Why It Shook Crypto 08:25 – 24/7 Markets & Liquidity Gaps: A Built-in Risk for Crypto 10:35 – Japan's Inflation Shift: Is It a New Macro Regime? 13:01 – Will BOJ Spark a Global Bond Spillover? 15:04 – What a BOJ Hike Means for U.S. Treasuries 17:12 – Black Friday Sales Up 4.1% YoY: Strong Consumer or Discount Trap? 19:21 – AI Agents Now Drive Retail Spending Behavior 21:33 – U.S. Threatens Venezuela: Are Defense Stocks a Buy? 23:42 – Oil Price Impact: What Happens If Venezuela Gets Hit? 26:06 – MicroStrategy’s New Dollar Reserve: Bullish or Risky? 28:15 – MSCI Rule Change: Trouble for Bitcoin Treasuries? 30:50 – Week Ahead: Powell, Balance Sheet & “Bitcoin Reserve Bill”? 32:20 – Final Thoughts: Sentiment, Cycles, and What’s Next for Macro #macro #trump #dollar #bitcointrends #trumppolicies #macromondays #usd #dxy #nasdaq #dow #china #macrotrends #ratecuts #inflation #trumptariffs #trump #crypto #fed #powell #rates #economy #markets #bullish #bearish #etf #ethetf #btcetf #congress #uselections #stablecoins #usdt #usdc #inflation #steno #memes #stocks #equities #unemployment #raoulpal #realvision #fed #sec #ai #conflict #tradewar #creditcrisis #FOMC #macro