Droneshield Pump

 Look at it fly!

Now I wished I’d bought more when it dipped below $1 just six months ago!!!

The hype is real!

Droneshield (DRO:asx)

 Invested in this small cap Aussie stock about a year ago.

Basically does counter drone products and services.

Since the start of the year it’s taken off in a massive way! Currently more than 3X my very first investment!

Drone warfare is the future!

BTC @ $119K

 As expected.

Looking at $150K by year’s end.

Make of this what you will.

Japan Megaquake Analysis

 If a mega earthquake hits Japan on Saturday, July 5th (today) — here’s what to realistically expect when USDJPY opens on Monday, July 7th, based on:

• Current FX market structure (as of July 2025)
• Historic quake reactions
• Global macro context
• The so-called “5th July prophecy” triggering panic

🌐 Assumptions:

• Magnitude ≥8.0, hitting Tokyo or major economic region
• Significant damage/deaths; global media coverage
• Tokyo Stock Exchange possibly closed or delayed
• Current USDJPY context: ~141.5–142 (as of early July 2025)

⏱ Monday Opening USDJPY Reaction (Asia Open – July 7):

Timeframe	Expected USDJPY Movement	Drivers
Sunday night (NY time) / Monday Asia open	Spikes up to 143.5–145 range	Panic risk-off → dump of JPY, algo-driven USD buying, insurance selloffs
Next 6–24 hours	Pulls back to 141–140 if damage is not catastrophic	Repatriation flows begin pricing in
Next 2–3 days	Potential drop to 137–138	Yen strength from insurer flows, reconstruction expectations
If BOJ hints at intervention or eases	USDJPY rebounds back toward 142+	BOJ verbal or actual market support

📊 Likely Market Scenarios

Scenario	Probability	Monday Opening USDJPY	Path
⚠️ Panic Spike Only (short-lived)	50%	143.5–145	Spikes on open, reverses lower within hours
💥 Structural Repricing (severe damage)	25%	145–147	Sustained USDJPY upside due to policy easing expectations
🌀 Quick Recovery (market fades quake)	15%	141–142.5	No lasting move; repatriation balances out
🏦 BOJ Intervenes Immediately	10%	140–141	JPY stabilizes or strengthens outright on policy action

📉 Tactical Positioning (If You Trade This)

• Short USDJPY after first spike: Position around 143–145 level if seen, expecting reversal.
• Avoid over-leverage Sunday night: Thin liquidity = huge spreads.
• Watch BOJ & MOF statements: A single line on Monday can shift JPY 2–3 handles.

Japan Megaquake

 There’s a prophecy that in Japan there will be a mega earthquake on 5th July, 4.18pm.

There’s a lot of fandom around it and it seems that tourists have been avoiding Japan this period too.

I went to buy some USDJPY Puts and shorted USDJPY as well just in case haha.

And then the weekend basically came and went and nothing’s happened.

Well good lah, nothing tragic and we are just gambling for fun.

Will exit those positions on Monday.