๐ One of the biggest secrets of the global financial system is ending
For over 30 years, Japan exported the cheapest money on Earth.
Near-zero rates. Unlimited liquidity.
Borrow in yen โ buy stocks, bonds, real estate, crypto.
Everything.
That era is ending now.
๐ Facts almost no one is talking about:
โข BOJ ETF holdings: $534B
โข Unwinding timeline: 100+ years
โข Probability of a Dec 19 rate hike: ~90%
โข New policy rate: 0.75% (highest since 1995)
โข Japanโs US Treasury holdings: $1.189T
โข 10Y JGB yield: 1.96% (highest since 2007)
โข 30โ40Y yields: all-time highs
The pattern markets hate to admit:
โข March 2024 BOJ hike โ BTC -23%
โข July 2024 BOJ hike โ BTC -26%
โข January 2025 BOJ hike โ BTC -31%
December 19 is approaching.
What changed this time?
The BOJ is not slowing asset purchases.
Itโs reversing them.
This is unprecedented.
A major central bank has become a net seller of QE assets.
๐ฅ Why this matters:
The yen carry trade funded:
โข tech stocks
โข bond markets
โข crypto
โข pension funds
โข leveraged strategies worldwide
That funding cost is now 0.75% โ and rising.
The problem:
Markets priced in the rate hike.
They did not price in the consequences.
Key stress levels:
โข USD/JPY < 150 โ margin pressure
โข USD/JPY < 145 โ forced deleveraging
๐ December 19, 2025 may mark the beginning of a process where
Japanโs century-long liquidity empire starts to unwind.
๐ This is not an event.
Itโs a regime shift.
#write2earn๐๐น #Write2Earn #market $BTC #BREAKING