#数字资产动态追踪 $BTC $ETH $BNB

Is the Bank of Japan about to change its stance? Ueda Shinji's recent statements have broken years of silence— as long as inflation stays on its expected trajectory, rate hikes are a certainty. This is not just a Japanese issue but signals that the global liquidity pipeline is about to shift.

Why is everyone watching the Bank of Japan? Let me break down three key logics.

**First is the major reversal of yen arbitrage trades.** Over the years,大量 capital has borrowed low-interest yen and invested in high-yield assets like US stocks and crypto markets. Once the yen appreciates and interest rates rise, these leveraged positions will face a double hit—costs of borrowing skyrocket and exchange losses mount. When mass liquidations happen, it will be enough to shake the market.

**Second is the revaluation of liquidity in risk assets.** When the yen is no longer cheap, re-pricing of idle capital worldwide becomes inevitable. High-volatility assets like BTC and ETH, due to their elasticity, are usually the first to be adjusted. Short-term volatility spikes are almost certain.

**Finally is the reshuffling of Asian capital flows.** Japan, as the regional financial anchor, when policy shifts, the entire Asian capital flow will follow suit. The market has already sensed the change in wind direction, and defensive postures are gathering.

In the global liquidity game of 2026, the Bank of Japan's move is unavoidable. The trend is brewing, and early preparation is never wrong.