🌍 THE WORLD’S LARGEST FINANCIAL SECRET JUST ENDED

For more than 30 years, Japan exported the cheapest money in modern history.

Near-zero rates. Endless liquidity.

Trillions borrowed in yen and deployed into stocks, bonds, real estate, and crypto worldwide.

That era just ended.

📊 THE NUMBERS MOST ARE IGNORING

• BOJ ETF holdings: $534B

• Asset disposal timeline: 100+ years

• Dec 19 rate hike probability: ~90%

• New policy rate: 0.75% (highest since 1995)

• Japan’s U.S. Treasury holdings: $1.189T (largest foreign holder)

• 10Y JGB yield: 1.96% (highest since 2007)

• 30Y & 40Y yields: all-time highs

📉 THE PATTERN NO ONE WANTS TO DISCUSS

• Mar 2024 BOJ hike → BTC −23%

• Jul 2024 BOJ hike → BTC −26%

• Jan 2025 BOJ hike → BTC −31%

📅 December 19 approaches.

🔄 WHAT ACTUALLY CHANGED

The Bank of Japan is no longer buying.

It is selling.

For the first time in history, a major central bank is reversing quantitative easing, not slowing it.

The yen carry trade funded:

• Tech stocks

• Bonds

• Crypto

• Pensions

• Every leveraged asset class

That funding cost just jumped — and it’s still rising.

⚠️ THE REGIME SHIFT

Markets priced the rate hike.

They did not price the consequences.

A permanent buyer turning into a permanent seller rewrites global risk models.

👀 WHAT TO WATCH CLOSELY

• USD/JPY < 150 → margin pressure

• USD/JPY < 145 → cascade risk

📌 BOTTOM LINE

December 19, 2025 may mark the start of a century-long liquidation by the world’s quietest financial empire.

This isn’t noise.

It’s a structural shift.

Position accordingly.

$BTC #Japan #Macro #GlobalLiquidity #CentralBanks #BinanceSquare