So the crew suddenly turned into Japanese carry trade strategists after that Fartcoin play completely bombed. Classic pivot move right there. One minute everyone's hyping memecoin narratives like they've cracked the code, next minute they're deep into yen borrowing rates and currency pair analysis. Guess when your thesis gets wrecked, traditional finance arbitrage starts looking pretty attractive. The speed at which people jump from degen plays to macro strategies never stops being entertaining. Wonder how long this phase lasts before the next shiny thing shows up.