🚨 All Eyes on Japan: Big Liquidity Shift Incoming! 💥
The BOJ holds ~$530–700B in ETFs and plans a slow unwind starting Jan 2026, ending decades of ultra-loose money.
💡 Why it matters:
• Global carry trades powered by cheap yen are unwinding
• Risk assets — stocks, bonds, $BTC , $ETH — could be repriced
• Gradual unwind = time to adjust; sudden shocks = volatility
Recent rate hike to 0.75% signals the shift. Global funds are watching — this could be a pivot for worldwide liquidity.
