对冲基金：平仓一半日元空头头寸
对冲基金将日元空头头寸减至59,526份合约，干预后日本央行9月加息概率升至81%。
原文链接详细分析
对冲基金自美日干预以来已平仓近50%日元空头头寸，合约数降6.5%至59,526份，截至8月11日当周。日元回落至159.35，干预涨幅已失半，接近上次触发水平，剩余空头随时面临东京打击。日本央行加息概率在Polymarket升至81%，两周前仅22%，推高借贷成本并加速日元套利交易平仓，同时债券收益率创31年新高，债务占GDP 205%。
Bull Theory
@BullTheoryioResearch, Trades, onchain plays and all other crypto stuff simplified.Publishes institutional-grade cryptocurrency research and blockchain market intelligence. Delivers in-depth analysis of on-chain metrics, tokenomics, and decentralized finance (DeFi) ecosystems. Features proprietary data models, investment thesis breakdowns, and macro-level crypto trend forecasts. Provides strategic insights for sophisticated investors navigating digital asset markets. Maintains rigorous methodology in fundamental and technical analysis across crypto assets.
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