#JapanBondMarketSell-Off #JapanBondMarketSell-Off

The 2026 “Yen Carry Trade” Shift Is Reshaping Global Markets
Something important is unfolding quietly in Japan — and its impact is reaching crypto.
🏦 The BoJ Shift
In 2026, the Bank of Japan is finally stepping away from decades of ultra-easy money. Rising JGB yields are changing incentives for Japanese institutions that were once major buyers of U.S. Treasuries.
💧 Liquidity Is Moving Home
As capital flows back to Japan, Western markets feel a liquidity squeeze. This doesn’t cause instant crashes — it creates volatility, hesitation, and sharp rotations across assets.
₿ Why Crypto Is Affected
When bonds — the so-called “safe assets” — become unstable, the definition of risk changes.
Bitcoin is increasingly viewed as a neutral reserve asset: • No sovereign debt
• No central bank dilution
• Global, liquid, and permissionless
Gold and Bitcoin start to look less “risky” when bond certainty disappears.
📌 Big Picture
This isn’t panic selling.
This is capital repositioning.
Markets are entering a phase where macro discipline matters more than hype.
💬 Your view matters:
Is Bitcoin evolving into a true reserve hedge — or are bonds still the anchor in 2026?