Japan’s 12-Figure Fiscal Bazooka Could Lift Bitcoin — But The Chart Says “Not Yet”
Bitcoin (CRYPTO: BTC) is back above $95,000 amid Japan announcing a policy shift that could reshape global liquidity.
Japan’s 12-Figure Plan Marks A Structural Pivot
As reported by Reuters on Monday, Japan is assembling a fiscal package exceeding ¥17 trillion ($110 billion) as it shifts from three decades of deflation toward a higher-price, higher-rate environment.
Finance Minister Satsuki Katayama said the program is designed to ease household pressures and strengthen industries Japan considers strategically essential, including AI and semiconductors.
Officials describe the plan not as stimulus but as stabilization, aimed at helping households absorb rising prices without forcing the Bank of Japan into aggressive tightening.
Japan is attempting to balance cost-of-living support with long-term industrial security as global supply chains realign and geopolitical risks reshape trade relationships.
Why Japan’s Move Matters For Global Markets
Japan remains one of the world’s largest foreign holders of U.S. Treasuries, and any rise in domestic yields could pull capital back home.
Even modest increases in Japanese government bond returns could pressure the long end of the U.S. curve at a moment when America is issuing record levels of debt.
For decades, the yen has served as the world’s preferred funding currency because of low rates and less volatility.
If Japan’s new spending plan strengthens the yen or makes it more volatile, the global carry trade could begin to unwind, tightening financial conditions.
Equities would feel the pressure first, followed by corporate credit …
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