The Yen Intervention Fault Line: How U.S.–Japan Currency Action Could Reshape Treasuries, Global Liquidity and Bitcoin
  • August 1, 2026

A Block2Learn Research Report on Exchange-Rate Intervention, the Yen Carry Trade and Cross-Asset Risk Through 2028 Research date: July 31, 2026Primary focus: Japanese yen intervention and possible U.S. participationMarkets covered: Foreign exchange, U.S.…...

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The AI Capital Bubble: When the Infrastructure Boom Could Break, 2026–2030
  • July 31, 2026

A Block2Learn Research Report on Artificial Intelligence, Capital Expenditure, Debt and Market Risk Research date: July 31, 2026Time horizon: 2026–2030Block2Learn structural risk assessment: HighCentral scenario: Selective deflation of the AI investment cycle rather…...

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arbitrum
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tokenize-xchange
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celestia
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optimism
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bonk
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blockstack
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raydium
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immutable-x
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lombard-staked-btc
Lombard Staked BTC (LBTC) $ 76,491.00 3.15%
jupiter-exchange-solana
Jupiter (JUP) $ 0.24566 0.18%
movement
Movement (MOVE) $ 0.008976 4.15%
binance-staked-sol
Binance Staked SOL (BNSOL) $ 108.24 4.48%
first-digital-usd
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injective-protocol
Injective (INJ) $ 6.23 0.98%
kelp-dao-restaked-eth
Kelp DAO Restaked ETH (RSETH) $ 2,404.69 3.37%
xdce-crowd-sale
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fasttoken
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worldcoin-wld
Worldcoin (WLD) $ 0.443244 7.38%
kucoin-shares
KuCoin (KCS) $ 6.97 0.78%
lido-dao
Lido DAO (LDO) $ 0.384889 2.25%
susds
sUSDS (SUSDS) $ 1.08 0.16%
the-graph
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rocket-pool-eth
Rocket Pool ETH (RETH) $ 2,631.35 3.29%
sonic-3
Sonic (S) $ 0.029515 2.52%
mantle-staked-ether
Mantle Staked Ether (METH) $ 2,455.82 3.44%
nexo
NEXO (NEXO) $ 0.844223 1.61%
quant-network
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flare-networks
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sei-network
Sei (SEI) $ 0.04972 0.37%
dogwifcoin
dogwifhat (WIF) $ 0.213664 3.76%
solv-btc
Solv Protocol BTC (SOLVBTC) $ 76,461.00 2.70%
virtual-protocol
Virtuals Protocol (VIRTUAL) $ 0.71291 2.06%
the-sandbox
The Sandbox (SAND) $ 0.03967 3.46%
msol
Marinade Staked SOL (MSOL) $ 133.18 5.83%
gala
GALA (GALA) $ 0.001874 2.92%
usual-usd
Usual USD (USD0) $ 0.998749 0.07%
floki
FLOKI (FLOKI) $ 0.000026 1.75%
jasmycoin
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tezos
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kaia
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solv-protocol-solvbtc-bbn
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iota
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ethereum-name-service
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spx6900
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fartcoin
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pudgy-penguins
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pyth-network
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solana-swap
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bittorrent
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flow
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bitcoin-sv
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neo
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chain-2
Onyxcoin (XCN) $ 0.003985 2.12%
ronin
Ronin (RON) $ 0.05418 2.51%
jupiter-staked-sol
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curve-dao-token
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jito-governance-token
Jito (JTO) $ 0.447018 0.16%
aioz-network
AIOZ Network (AIOZ) $ 0.068938 6.95%
renzo-restaked-eth
Renzo Restaked ETH (EZETH) $ 2,421.84 3.59%
arweave
Arweave (AR) $ 2.83 3.56%
binance-peg-dogecoin
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arbitrum-bridged-wbtc-arbitrum-one
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starknet
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axie-infinity
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wbnb
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dexe
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decentraland
Decentraland (MANA) $ 0.075292 1.45%
based-brett
Brett (BRETT) $ 0.005404 0.81%
elrond-erd-2
MultiversX (EGLD) $ 4.88 4.33%
beam-2
Beam (BEAM) $ 0.001578 0.23%
aerodrome-finance
Aerodrome Finance (AERO) $ 0.597268 6.44%
usdd
USDD (USDD) $ 0.998997 0.03%
dydx-chain
dYdX (DYDX) $ 0.12103 1.49%
thorchain
THORChain (RUNE) $ 0.489706 0.62%
morpho
Morpho (MORPHO) $ 2.35 2.96%
l2-standard-bridged-weth-base
L2 Standard Bridged WETH (Base) (WETH) $ 2,266.86 3.46%
mantle-restaked-eth
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conflux-token
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reserve-rights-token
Reserve Rights (RSR) $ 0.001445 1.25%
arbitrum-bridged-weth-arbitrum-one
Arbitrum Bridged WETH (Arbitrum One) (WETH) $ 2,265.06 3.52%
zcash
Zcash (ZEC) $ 1,242.65 7.28%
tether-gold
Tether Gold (XAUT) $ 4,391.78 0.11%
ether-fi-staked-btc
Ether.fi Staked BTC (EBTC) $ 76,722.00 4.00%
ai16z
ai16z (AI16Z) $ 0.000539 7.83%
ether-fi-staked-eth
ether.fi Staked ETH (EETH) $ 2,317.47 1.05%
apecoin
ApeCoin (APE) $ 0.142922 3.05%
coredaoorg
Core (CORE) $ 0.021177 1.76%
helium
Helium (HNT) $ 0.557735 3.57%
frax
Legacy Frax Dollar (FRAX) $ 0.991656 0.08%
akash-network
Akash Network (AKT) $ 0.582617 3.19%
compound-governance-token
Compound (COMP) $ 20.70 3.53%
meow
MEOW (MEOW) $ 0.000004 0.24%
usdx-money-usdx
Stables Labs USDX (USDX) $ 0.00974 0.00%
ecash
eCash (XEC) $ 0.000007 1.96%
chiliz
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wormhole
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amp-token
Amp (AMP) $ 0.000452 0.15%
ultima
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eigenlayer
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pumpbtc
pumpBTC (PUMPBTC) $ 76,077.00 2.54%
deep
DeepBook (DEEP) $ 0.016199 1.19%
resolv-usr
Resolv USR (USR) $ 0.119149 0.16%
pancakeswap-token
PancakeSwap (CAKE) $ 2.28 2.02%
pax-gold
PAX Gold (PAXG) $ 4,396.04 0.11%
gigachad-2
Gigachad (GIGA) $ 0.00234 1.66%
mina-protocol
Mina Protocol (MINA) $ 0.090056 8.90%
gnosis
Gnosis (GNO) $ 117.49 0.05%
pendle
Pendle (PENDLE) $ 2.09 6.79%
bitcoin-avalanche-bridged-btc-b
Avalanche Bridged BTC (Avalanche) (BTC.B) $ 76,260.00 3.16%
beldex
Beldex (BDX) $ 0.075493 2.82%
echelon-prime
Echelon Prime (PRIME) $ 0.236461 0.23%
zksync
ZKsync (ZK) $ 0.010365 1.25%
paypal-usd
PayPal USD (PYUSD) $ 0.999985 0.01%
havven
Synthetix (SNX) $ 0.218963 2.21%
coinbase-wrapped-staked-eth
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true-usd
TrueUSD (TUSD) $ 0.99931 0.00%
stakestone-berachain-vault-token
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axelar
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tbtc
tBTC (TBTC) $ 70,942.00 7.49%
apenft
AINFT (NFT) $ 0.000000235624 0.55%
snek
Snek (SNEK) $ 0.00051 0.99%
mog-coin
Mog Coin (MOG) $ 0.000000111091 3.97%
telcoin
Telcoin (TEL) $ 0.001783 2.81%
toshi
Toshi (TOSHI) $ 0.000121 4.13%
dydx
dYdX (ETHDYDX) $ 0.120975 1.54%
kava
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polygon-pos-bridged-weth-polygon-pos
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newton-project
AB (AB) $ 0.000945 0.52%
notcoin
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chex-token
Chintai (CHEX) $ 0.011393 0.15%
bridged-usdc-polygon-pos-bridge
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vethor-token
VeThor (VTHO) $ 0.000446 1.60%
frax-ether
Frax Ether (FRXETH) $ 2,262.16 2.20%
1inch
1INCH (1INCH) $ 0.092993 0.85%
trust-wallet-token
Trust Wallet (TWT) $ 0.569199 1.27%
quantixai
Quantix Finance (QFI) $ 18.99 0.49%
grass
Grass (GRASS) $ 0.365517 8.56%
stader-ethx
Stader ETHx (ETHX) $ 2,455.55 2.19%
superfarm
SuperVerse (SUPER) $ 0.122535 0.41%
terra-luna
Terra Luna Classic (LUNC) $ 0.000053 1.48%
sweth
Swell Ethereum (SWETH) $ 2,521.55 3.25%
safe
Safe (SAFE) $ 0.1002 8.21%
livepeer
Livepeer (LPT) $ 1.47 2.63%
hashnote-usyc
Circle USYC (USYC) $ 1.14 0.01%
usdb
USDB (USDB) $ 0.994358 0.82%
creditcoin-2
Creditcoin (CTC) $ 0.096556 3.80%
theta-fuel
Theta Fuel (TFUEL) $ 0.009506 3.19%
oasis-network
Oasis (ROSE) $ 0.006907 1.55%
super-oeth
Super OETH (SUPEROETH) $ 2,263.65 2.59%
aixbt
aixbt (AIXBT) $ 0.022529 1.15%
kusama
Kusama (KSM) $ 4.03 0.73%
bio-protocol
Bio Protocol (BIO) $ 0.027133 0.91%
layerzero
LayerZero (ZRO) $ 1.12 1.77%
blur
Blur (BLUR) $ 0.017603 0.01%
dash
Dash (DASH) $ 64.90 2.55%
cat-in-a-dogs-world
cat in a dogs world (MEW) $ 0.00042 4.85%
ordinals
ORDI (ORDI) $ 4.22 4.50%
solayer-staked-sol
Solayer Staked SOL (SSOL) $ 112.14 4.30%
io
io.net (IO) $ 0.140023 1.27%
ondo-us-dollar-yield
Ondo US Dollar Yield (USDY) $ 1.14 0.13%
freysa-ai
Freysa AI (FAI) $ 0.002409 1.88%
arkham
Arkham (ARKM) $ 0.107629 3.95%
turbo
Turbo (TURBO) $ 0.001011 0.35%
popcat
Popcat (POPCAT) $ 0.052025 0.41%
binance-peg-busd
Binance-Peg BUSD (BUSD) $ 1.00 0.05%
olympus
Olympus (OHM) $ 20.30 0.83%
dog-go-to-the-moon-rune
Dog (Bitcoin) (DOG) $ 0.001161 5.78%
nervos-network
Nervos Network (CKB) $ 0.001131 2.11%
astar
Astar (ASTR) $ 0.006089 3.92%
just
JUST (JST) $ 0.103703 0.36%
compound-wrapped-btc
cWBTC (CWBTC) $ 1,534.90 2.99%
mx-token
MX (MX) $ 1.77 1.84%
zilliqa
Zilliqa (ZIL) $ 0.002886 1.51%
verus-coin
Verus (VRSC) $ 0.201301 0.74%
melania-meme
Melania Meme (MELANIA) $ 0.111565 1.09%
holotoken
holo (HOLO) $ 0.000012 0.00%
ai-rig-complex
AI Rig Complex (ARC) $ 0.073018 4.14%
origintrail
OriginTrail (TRAC) $ 0.326142 3.12%
liquid-staked-ethereum
Liquid Staked ETH (LSETH) $ 2,406.26 2.78%
polygon-bridged-wbtc-polygon-pos
Polygon Bridged WBTC (Polygon POS) (WBTC) $ 76,130.00 3.08%
0x
0x Protocol (ZRX) $ 0.107678 4.97%
baby-doge-coin
Baby Doge Coin (BABYDOGE) $ 0.00000000040103 0.79%
ether-fi
Ether.fi (ETHFI) $ 0.628846 5.84%
safepal
SafePal (SFP) $ 0.276835 2.75%
staked-frax-ether
Staked Frax Ether (SFRXETH) $ 2,589.68 3.62%
aethir
Aethir (ATH) $ 0.00496 0.91%
golem
Golem (GLM) $ 0.109566 2.57%
basic-attention-token
Basic Attention (BAT) $ 0.076116 0.25%
swissborg
SwissBorg (BORG) $ 0.178272 2.83%
skale
SKALE (SKL) $ 0.00385 1.75%
wemix-token
WEMIX (WEMIX) $ 0.195308 0.17%
mocaverse
Moca Network (MOCA) $ 0.008969 0.26%
xyo-network
XYO Network (XYO) $ 0.003501 3.68%
gas
Gas (GAS) $ 1.28 0.88%
celo
Celo (CELO) $ 0.079593 1.18%
benqi-liquid-staked-avax
BENQI Liquid Staked AVAX (SAVAX) $ 12.58 0.25%
qtum
Qtum (QTUM) $ 0.920806 3.03%
spell-token
Spell (SPELL) $ 0.000086 0.22%
would
would (WOULD) $ 0.029092 0.91%
vine
Vine (VINE) $ 0.006933 0.63%
zencash
Horizen (ZEN) $ 7.39 4.90%
woo-network
WOO (WOO) $ 0.01143 1.88%
iotex
IoTeX (IOTX) $ 0.00312 2.79%
bridged-wrapped-ether-starkgate
Bridged Ether (StarkGate) (ETH) $ 2,241.79 5.41%
resolv-wstusr
Resolv wstUSR (WSTUSR) $ 1.13 0.06%
siacoin
Siacoin (SC) $ 0.000791 4.75%
bybit-staked-sol
Bybit Staked SOL (BBSOL) $ 112.08 4.42%
plume
Plume (PLUME) $ 0.013807 0.52%
osmosis
Osmosis (OSMO) $ 0.040224 13.23%
vana
Vana (VANA) $ 0.95594 0.97%
griffain
GRIFFAIN (GRIFFAIN) $ 0.011184 2.92%
zetachain
ZetaChain (ZETA) $ 0.034791 1.36%
uxlink
UXLINK (UXLINK) $ 0.000784 3.05%
ethereum-pow-iou
EthereumPoW (ETHW) $ 0.270267 1.19%
ankr
Ankr Network (ANKR) $ 0.004338 0.65%
akuma-inu
Akuma Inu (AKUMA) $ 0.000000087413 0.34%
tribe-2
Tribe (TRIBE) $ 0.384576 0.62%
ravencoin
Ravencoin (RVN) $ 0.003107 0.62%
enjincoin
Enjin Coin (ENJ) $ 0.027033 2.39%
peanut-the-squirrel
Peanut the Squirrel (PNUT) $ 0.050027 2.62%
elixir-deusd
Elixir deUSD (DEUSD) $ 0.000977 0.00%
memecoin-2
Memecoin (MEME) $ 0.000561 1.22%
aelf
aelf (ELF) $ 0.059317 17.87%
anime
Animecoin (ANIME) $ 0.003001 0.27%
constellation-labs
Constellation (DAG) $ 0.007055 1.96%
polymesh
Polymesh (POLYX) $ 0.037891 2.86%
convex-finance
Convex Finance (CVX) $ 2.19 3.26%
drift-protocol
Drift Protocol (DRIFT) $ 0.011948 2.89%
sats-ordinals
SATS (Ordinals) (SATS) $ 0.000000011226 2.03%
venice-token
Venice Token (VVV) $ 26.23 44.03%
qubic-network
Qubic (QUBIC) $ 0.000000415718 0.68%
coinex-token
CoinEx (CET) $ 0.00757 3.57%
peaq-2
peaq (PEAQ) $ 0.030257 4.62%
threshold-network-token
Threshold Network (T) $ 0.00438 1.80%
stepn
GMT (GMT) $ 0.00752 1.73%
usda-2
USDa (USDA) $ 0.967102 0.00%