Here's something worth watching: Japanese households ramped up spending in November, which is a pretty solid signal heading into what comes next. The timing matters—Prime Minister Sanae Takaichi just steered a massive fiscal stimulus package through parliament afterward. When you've got household consumption picking up *and* fresh government spending hitting the economy, that's typically the kind of macro setup that shapes asset flows. The real question now is whether this momentum sticks or fades as the stimulus rolls out. Macro watchers in the crypto space know how sensitive markets can be to these kinds of economic policy shifts.