George Saravelos

Editor-at-Large, CoinDesk
· tracked since Feb 2026
Calls 1 1 Posts tracked · 0.0/day
Calls
7d 0
30d 0
90d 0
Best Calls
FXY short +2.4%
Worst Calls
No live losers yet
Most Mentioned
JPY ×1
FXY ×1
Recent Calls
FXY short 3 months ago
Win Rate 100% Long 0 Short 1
Win Rate
7d 100%
30d 100%
90d 100%
Average Return +2.4% Long Return - Short Return +2.4%
Average Return
7d +0.5%
30d +2.4%
90d +1.9%
Result
Result
Sort
Theme Stance
Ticker
Side
Mentions
Opened
Entry
P&L
Thesis
Theme
Source
FXY Invesco ... Invesco CurrencySha...
Short
Feb 25
$58.76
+2.4%
Saravelos notes that despite inflation, the Japanese government favors a policy of "low real rates" to manage their debt-to-GDP ratio. This is effectively "financial suppression." If the BOJ refuses to hike rates meaningfully to match global peers because they need to inflate away debt, the currency (Yen) acts as the release valve and depreciates. SHORT JPY (or Long USDJPY). A sudden, aggressive hawkish pivot by the BOJ or a massive risk-off event triggering safe-haven flows into Yen.
Saravelos notes that despite inflation, the Japanese government favors a policy of "low real rates" to manage their debt-to-GDP ratio. This is effectively "financial suppression." If the BOJ refuses to hike rates meaningfully to match global peers because they need to inflate away debt, the currency (Yen) acts as the release valve and depreciates. SHORT JPY (or Long USDJPY). A sudden, aggressive hawkish pivot by the BOJ or a massive risk-off event triggering safe-haven flows into Yen.
Macro
YOUTUBE
Showing 1 of 1 picks ยท sorted by mentions