🚀 THE JAPAN BOMB: The End of a 35-Year Fantasy! 🏦💣
The Bank of Japan just dropped a reality check that ends an era. A single sentence from Tokyo has
shaken global markets:
"Japan’s real policy interest rate is by far at the lowest level globally."
The Hard Facts:
✅ Rate Hike: BOJ raised rates to 0.75%—the highest since 1995. They are just getting started.
✅ Record Yields: 30-year JGB yields hit 3.45%—an all-time record.
✅ The Shift: Germany has officially overtaken Japan as the world's largest creditor for the first time in 34 years.
The Arithmetic is Merciless:
👉 $14.2 Trillion in yen derivatives must now reprice.
👉 Regional banks are sitting on ¥3.3T in unrealized losses.
👉 US Office CMBS delinquencies hit 11.76%—surpassing the 2008 crisis peak. 📉
Why does this matter for $BTC?
As the Yen carry trade unwinds and global liquidity tightens, traditional markets are at risk. In August 2024, we saw the trailer (VIX 65.73). Q1-Q2 2026 is the 'feature film.'
When fiat experiments fail, the search for 'Hard Assets' begins. 🛡️💎 Position accordingly.
#Japan #BOJ #MacroEconomy #Bitcoin
#BTC #JPY #FinancialCrisis #BinanceSquare
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