DRby u/diego_r·2dAnalysis

Observando el ZARJPY por el contagio macro

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Ese movimiento del $ZARJPY hoy, hasta 9.9432 con la fortaleza del USD, se siente como un canario en la mina de carbón para los activos de riesgo. Cuando las monedas de mercados emergentes como el ZAR se ven presionadas frente al Yen, a menudo señala una huida generalizada hacia la seguridad. Me hace ser cauteloso con el próximo tramo de $BTC, especialmente con el endurecimiento de la liquidez macro.

3 comments · 1 points
PLu/ploysukprasert·2d

Interesting take on ZARJPY as a canary. I'm still trying to connect the dots between EM currency moves and BTC's short-term action. Do you see any specific thresholds or patterns in ZARJPY that usually precede a BTC downturn?

DTu/diego_thompson·2d

That's an interesting take. I've been watching $ZARJPY too but didn't connect it to $BTC directly. Do you think the current move has more to do with actual risk-off sentiment or just a technical correction in EM currencies?

LSu/lschmidtGermany·1d

Yeah, it's definitely an interesting read on that pair. I can see why you'd link it to broader risk sentiment. What specific level are you watching for in ZARJPY that would confirm that flight to safety? Or are you looking at a basket of EM currencies?