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翻訳参照
JAPAN’S RATE MOVE COULD SHAKE BITCOIN
🚨 Japan Could Trigger the Next Major Market Shock — Here’s Why 🇯🇵
This is a high-impact macro event, and the mechanics matter. Let’s break it down step by step.
What’s happening
The Bank of Japan is expected to raise interest rates by 0.25%. Japan is also one of the largest holders of U.S. government debt globally.
When Japanese rates rise, capital has an incentive to flow back into Japan instead of staying deployed across global markets.
That means one thing: global liquidity tightens.
Why this matters for Bitcoin
When liquidity contracts, risk assets feel it first — and Bitcoin sits firmly in that category.
Less liquidity → lower risk appetite → downside pressure on BTC.
This isn’t theory. It’s history.
What history shows
Each recent BOJ rate hike was followed by a sharp Bitcoin drawdown:
• March 2024: BTC −23%
• July 2024: BTC −26%
• January 2025: BTC −31%
Does this guarantee the same outcome again? No — markets never repeat perfectly.
But it clearly tells us one thing: BOJ tightening consistently shakes Bitcoin.
Risk scenario
If sellers regain control, BTC can easily revisit the $70,000 zone.
This is exactly why timing, liquidity, and macro awareness matter.
Real-time accuracy
Just like today — while most traders on Binance expected a relief pump after yesterday’s drop, Block Theory warned that BTC could reject from the $90K zone.
That’s exactly what happened.
BTC slipped back below $90K — following the same liquidity playbook we shared in advance.
This is the edge we focus on:
📊 Liquidity
📉 Market structure
🌍 Macro catalysts
— before the move happens.
Follow Block Theory for clear, simple, and ahead-of-time Bitcoin analysis.
#MacroWarnings #BoJMonetaryPolicy #Liquidity #BitcoinAnalysis #USJobsData
$BTC
This is a high-impact macro event, and the mechanics matter. Let’s break it down step by step.
What’s happening
The Bank of Japan is expected to raise interest rates by 0.25%. Japan is also one of the largest holders of U.S. government debt globally.
When Japanese rates rise, capital has an incentive to flow back into Japan instead of staying deployed across global markets.
That means one thing: global liquidity tightens.
Why this matters for Bitcoin
When liquidity contracts, risk assets feel it first — and Bitcoin sits firmly in that category.
Less liquidity → lower risk appetite → downside pressure on BTC.
This isn’t theory. It’s history.
What history shows
Each recent BOJ rate hike was followed by a sharp Bitcoin drawdown:
• March 2024: BTC −23%
• July 2024: BTC −26%
• January 2025: BTC −31%
Does this guarantee the same outcome again? No — markets never repeat perfectly.
But it clearly tells us one thing: BOJ tightening consistently shakes Bitcoin.
Risk scenario
If sellers regain control, BTC can easily revisit the $70,000 zone.
This is exactly why timing, liquidity, and macro awareness matter.
Real-time accuracy
Just like today — while most traders on Binance expected a relief pump after yesterday’s drop, Block Theory warned that BTC could reject from the $90K zone.
That’s exactly what happened.
BTC slipped back below $90K — following the same liquidity playbook we shared in advance.
This is the edge we focus on:
📊 Liquidity
📉 Market structure
🌍 Macro catalysts
— before the move happens.
Follow Block Theory for clear, simple, and ahead-of-time Bitcoin analysis.
#MacroWarnings #BoJMonetaryPolicy #Liquidity #BitcoinAnalysis #USJobsData
$BTC
日本銀行の金利引き上げがビットコインに大きな影響を与える可能性
🚨 日本が次の大きな市場ショックを引き起こす可能性 — その理由はこちら 🇯🇵
これは高インパクトなマクロイベントであり、メカニズムが重要です。段階的に説明しましょう。
何が起きているのか
日本銀行は金利を0.25%引き上げる見通しです。日本は世界で最も大きな米国国債保有国の一つでもあります。
日本の金利が上昇すると、資本は世界中の市場に展開されたままではなく、日本に資金を戻すインセンティブを持つようになります。
つまり、一つのことが意味する：グローバルな流動性が引き締まるということです。
これは高インパクトなマクロイベントであり、メカニズムが重要です。段階的に説明しましょう。
何が起きているのか
日本銀行は金利を0.25%引き上げる見通しです。日本は世界で最も大きな米国国債保有国の一つでもあります。
日本の金利が上昇すると、資本は世界中の市場に展開されたままではなく、日本に資金を戻すインセンティブを持つようになります。
つまり、一つのことが意味する：グローバルな流動性が引き締まるということです。
翻訳参照
GLOBAL MARKETS ARE CRACKING ♻️
This no longer looks like a normal cycle.
It feels closer to 2008 — or worse.
• Gold: $5,090
• Silver: $108
These aren’t healthy moves.
This isn’t volatility.
It’s a confidence breakdown.
Markets aren’t pricing a recession anymore.
They’re pricing loss of faith in the U.S. dollar.
When gold and silver explode together, it’s not speculation.
It’s a system warning.
Silver jumping nearly 7% in a single session isn’t random.
It’s silver catching up after years of suppression.
People aren’t buying metals for upside.
They’re buying them because they don’t trust anything else.
And here’s what most people miss 👇
The price on your screen isn’t the real price.
That’s paper price — ETFs, futures, IOUs.
Physical markets are telling a different story:
• China: $134+/oz silver
• Japan: $139+, if you can even find supply
Premiums like this don’t appear without stress.
Why now?
China is dumping U.S. Treasuries and recycling dollars into
gold, silver, and strategic commodities — not for yield, but survival.
Japan is being forced to sell U.S. debt
to defend the yen and stabilize its economy.
Two of the largest U.S. debt holders are now net sellers.
Let that sink in.
Yes — stocks are bleeding.
Yes — funds may liquidate metals to raise cash.
Don’t get fooled.
That’s not a top.
That’s forced selling before the next leg higher.
The Fed is trapped:
• Cut rates → Gold races toward $6,000+, inflation explodes
• Hold rates → Housing breaks, equities collapse
No soft landing.
No clean exit.
The next few weeks will be violent.
Stay alert.
Many will wish they paid attention sooner.
$XAU |$BTR |$XAG
#MacroWarnings #DollarConfidence #Gold #Silver #StrategyBTCPurchase
This no longer looks like a normal cycle.
It feels closer to 2008 — or worse.
• Gold: $5,090
• Silver: $108
These aren’t healthy moves.
This isn’t volatility.
It’s a confidence breakdown.
Markets aren’t pricing a recession anymore.
They’re pricing loss of faith in the U.S. dollar.
When gold and silver explode together, it’s not speculation.
It’s a system warning.
Silver jumping nearly 7% in a single session isn’t random.
It’s silver catching up after years of suppression.
People aren’t buying metals for upside.
They’re buying them because they don’t trust anything else.
And here’s what most people miss 👇
The price on your screen isn’t the real price.
That’s paper price — ETFs, futures, IOUs.
Physical markets are telling a different story:
• China: $134+/oz silver
• Japan: $139+, if you can even find supply
Premiums like this don’t appear without stress.
Why now?
China is dumping U.S. Treasuries and recycling dollars into
gold, silver, and strategic commodities — not for yield, but survival.
Japan is being forced to sell U.S. debt
to defend the yen and stabilize its economy.
Two of the largest U.S. debt holders are now net sellers.
Let that sink in.
Yes — stocks are bleeding.
Yes — funds may liquidate metals to raise cash.
Don’t get fooled.
That’s not a top.
That’s forced selling before the next leg higher.
The Fed is trapped:
• Cut rates → Gold races toward $6,000+, inflation explodes
• Hold rates → Housing breaks, equities collapse
No soft landing.
No clean exit.
The next few weeks will be violent.
Stay alert.
Many will wish they paid attention sooner.
$XAU |$BTR |$XAG
#MacroWarnings #DollarConfidence #Gold #Silver #StrategyBTCPurchase
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