🚨 BREAKING: JAPAN’S 35-YEAR MONETARY ERA IS ENDING 🇯🇵
The Bank of Japan just sent a shockwave through global markets.
At 8:50 AM Tokyo time, BOJ admitted a reality many ignored:
👉 Japan’s real interest rate is still the lowest on the planet.
Yes — even after raising rates to 0.75%, the highest level since 1995.
And they made it clear: this is only the beginning.
🔍 What markets are underestimating: • 30-year JGB yields hit 3.45% — an all-time high
• $14.2T in yen derivatives now need repricing
• Japanese life insurers are 54% unhedged on foreign bonds
• Regional banks sit on ¥3.3T in unrealized losses (+260% since Mar 2024)
• U.S. office CMBS delinquencies: 11.76% — above the 2008 peak
🏦 Norinchukin Bank already cracked • $12.6B loss • Dumped $63B in foreign bonds • Reallocated risk into $63B of CLOs — risk wasn’t removed, just shifted
🌍 Global shift underway • Germany overtook Japan as world’s largest creditor (first time in 34 years)
• August 2024 preview: Nikkei −12.4% in one day, VIX 65+
🎬 That wasn’t the movie — it was the trailer.
📅 Q1–Q2 2026 could be the main event.
BOJ’s own words: “Still far from neutral rates.”
📈 Translation: +100–175 bps likely ahead
👀 Watch the yen, the basis, and regional banks.
⛓️ Liquidity cycles are turning.
🟠 Bitcoin doesn’t need rate cuts. It was built for this.
#BTC90kChristmas #StrategyBTCPurchase #USJobsData #USGDPUpdate #BTCVSGOLD
