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Aug 4 — Yen intervention, Treasury supply, and Amazon's milestone
• The US and Japan jointly deployed ~$34B to defend the yen in their first coordinated currency intervention in ~15 years — a move that could unwind carry trades and reshape rate expectations across Asia. • Treasury raised its Q3 borrowing estimate to $739B, well above prior forecasts — the added supply could lift long-end yields and tighten financial conditions at a moment when the Fed's rate-hold vote was already split. • A seed-generation flaw in Coldcard hardware wallets has drained over 1,000 bitcoin from thousands of wallets, with losses near $114M — the breach puts cold-storage…
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