Salam from Tokyo

There’s something surreal about walking the streets of the world’s third-largest economy…

While the currency quietly collapses behind the scenes.

The Japanese yen has fallen over 35% against the U.S. dollar in just three years — not because of a sudden crisis, but because of a policy trap that’s been decades in the making.

Japan has kept interest rates near zero for over 25 years.

When inflation returned globally, most central banks raised rates aggressively. Japan didn’t.

The result?

Capital is flowing out. The yen is being sold. And the Bank of Japan is stuck: raise rates and risk crushing the economy — or hold the line and let the currency slide.

Now, ordinary people are feeling it: higher import costs, shrinking purchasing power, and no safe way to store value in yen.

So what are they doing?

They’re turning to Bitcoin, U.S. assets, and gold — not out of speculation, but out of necessity.

Not because they’re crypto enthusiasts.

Because macro reality has a way of catching up with even the most stable reputation

How to Think Like a Macro Investor (Without Being One)

You don’t need to trade FX or read central bank memos every day.

But if you want to grow — or even just preserve — your wealth in this cycle, you need to develop a simple lens for understanding the system.

Start here:

🧭 Is the world growing or slowing?

If growth is slowing, capital gets defensive. If it’s accelerating, risk comes back on.

💰 Is money cheap or expensive?

When interest rates are low and liquidity is high, capital flows into assets. When money tightens, markets retrench.

🌍 Is your currency gaining or losing global trust?

You don’t need a full FX dashboard. Just ask: Would you rather be paid in my currency — or someone else’s?

These questions shape everything:

From house prices to crypto trends to stock rotations.

This is the macro lens. And right now, it’s screaming for positioning.

The Real Action Hasn’t Started Yet 

You’re not too late in crypto.

It’s pre-game.

Altcoins are still consolidating.

Liquidity is warming up.

BTC dominance is still high.

Institutional money is circling.

Retail hasn’t even arrived.

If you’re on the sidelines now, waiting for perfect clarity — you’ll watch this next phase of the cycle from the wrong side of the screen.

This isn’t about hype.

It’s about knowing what part of the map you’re on — and getting ahead before the signal turns into noise.

Stop Comparing This to 2021

Different setup. Different psychology.

Different macro. Different money.

Back in 2021:

• Retail was half-in, half-skeptical

• Institutions were not seriously deploying 

• The U.S. was hostile to crypto

• It was mainstream — but not inevitable

Now? The entire playground has changed.

• U.S. regulators flipping bullish

• ETFs live

• Spot ETH ETF approved

• BlackRock, Fidelity, Vanguard — all sniffing around

• Politicians literally shilling Bitcoin for votes

• Global capital is circling, not resisting

This next wave?

Will be driven by retail + institutional together.

Get Positioned While it still Matters

Your Crypto Lighthouse – We’re not just watching the charts - we’re tracking capital rotation, mapping altseason narratives, and curating a strategic watchlist.

Your Equity Lighthouse – Prefer to stay in the public markets? We’ve got you covered with long-term positioning across real businesses

The market doesn’t reward hesitation.
It rewards conviction, timing, and preparation.

The opportunity window is open.
It’s not time to catch up later, it’s time to position now.

Warm regards from Tokyo,
Saâd
from Swiss Islamic Finance