$ETH $RWA $BNB
🚨 The real "invisible tycoons" have started to move, and this time it's not Wall Street, but Japanese household funds.
Many people are still unaware that the ordinary household investors in Japan, known as "Mrs. Watanabe," may be quietly changing the direction of global funds. What they hold is not pocket money, but trillions in household assets.
For the past decade, their classic strategy has been simple:
👉 Borrowing low-interest yen
👉 Buying US Treasuries and US stocks
👉 Lying back and earning the interest spread
But now, the logic has started to reverse.
📉 Japan is raising interest rates
📉 The US is lowering interest rates
📉 The interest spread is quickly converging
What does this mean?
To repay loans and reduce risks, traditional assets may be forced to reduce positions. Once US Treasuries and US stocks show sustained volatility, funds will start looking for "less correlated exits."
This is also the most interesting change point in the market recently👇
• Macro instability
• Traditional assets rising and falling together
• Funds begin to test for "new anchor points"
The cryptocurrency market is exactly at this crossroads.
You will find that it’s not just BTC and ETH being discussed again; the term **"asset attributes"** is appearing more and more frequently.
When volatility comes from the macro environment rather than the projects themselves, funds typically do not just focus on one basket.
What’s more interesting is—
Every time the market structure shifts, the first to move is often not the most emotionally charged assets, but the undervalued narratives.
So the question has now changed👇
It's not about whether it has risen or not,
but where the money will go next.
📌 If Japanese funds really begin to flow back and reallocate,
what do you think they will choose:
A to continue squeezing into traditional assets
B or to look for new value anchor points?
Share your judgment in the comments.
