{"id":31236,"date":"2025-06-11T04:31:41","date_gmt":"2025-06-11T04:31:41","guid":{"rendered":"https:\/\/dogewisperer.com\/?p=31236"},"modified":"2025-06-11T04:31:41","modified_gmt":"2025-06-11T04:31:41","slug":"bitcoins-next-big-move-may-come-from-tokyo-not-wall-street-arthur-hayes-says","status":"publish","type":"post","link":"https:\/\/dogewisperer.com\/?p=31236","title":{"rendered":"Bitcoin\u2019s Next Big Move May Come From Tokyo, Not Wall Street, Arthur Hayes Says"},"content":{"rendered":"
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The coming Bank of Japan<\/a> meeting on June 16\u201317 could shake up both stock markets and crypto<\/a> trading around the world. Bitcoin traders especially are on edge. Arthur Hayes, co-founder of BitMEX<\/a>, warned that a shift by the BOJ might send risk assets much higher.<\/p>\n

BOJ Meeting On June 16\u201317<\/h2>\n

According to Hayes, if the BOJ holds off on reducing its bond purchases and instead brings back some quantitative easing,<\/a> markets will get a big push. Right now, the bank is doing what\u2019s called quantitative tightening.<\/a> On July 31, 2024, it cut government bond buys by 400 billion yen a quarter. That started in August 2024. The BOJ plans to check how that\u2019s working at this month\u2019s meeting.<\/p>\n

Shifts In Bond Buying Plans<\/h2>\n

Based on reports from unnamed sources, some BOJ officials want to slow down the cuts even more. They\u2019re talking about dropping bond purchases by 200 billion yen per quarter starting in April 2027. That would mean less money leaving the market. It\u2019s a sign they\u2019re ready to be more cautious if economic data weakens at home.<\/p>\n

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I don\u2019t think ordinary Japanese plebes would agree. If the BOJ delays QT, and restarts selected QE at its June meeting risk assets are going to fly.<\/p>\n

LFG $BTC<\/a> pic.twitter.com\/ET08M6tWeS<\/a><\/p>\n

\u2014 Arthur Hayes (@CryptoHayes) June 10, 2025<\/a><\/p>\n<\/blockquote>\n

Bitcoin Reacts To Rising Yields<\/p>\n

Bitcoin<\/a> hit a high of $112,000 on May 22. That came just two days after Japan\u2019s 30-year bond yield jumped to 3.185% on May 20, 2025. Traders saw that spike in long-term yields as a warning sign about Japan\u2019s debt load. Some big investors then looked to Bitcoin as a place free from government default risk.<\/p>\n

<\/p>\n

Future Risks And Hopes<\/p>\n

Andr\u00e9 Dragosch of Bitwise Europe said that if yields keep rising, Bitcoin could head toward $200,000. He pointed out that Bitcoin has no central authority that could fail. But other risks loom. The US Federal Reserve<\/a>, the European Central Bank and other big players are all on different paths. Any BOJ move would travel through global currency markets and could face pushback from regulators.<\/p>\n

What Comes Next<\/p>\n

Market watchers will focus on the wording in the BOJ statement. They\u2019ll watch for phrases like \u201cflexible approach\u201d or hints that the bank could act again if needed. They\u2019ll also look for any shift in how much the BOJ will let longer-term yields move. If the bank gives itself more room on the yield curve, that could count as a small form of easing.<\/p>\n

For traders in Tokyo, New York and beyond, that language will matter. A surprise tilt back to easing could pour fresh yen into global markets. That might send Bitcoin and other risk assets flying, at least for a while. But if the BOJ only eases its pace of tightening, the boost could be modest. Either way, all eyes are on June 16\u201317.<\/p>\n

Featured image from Twenty20, chart from TradingView<\/em><\/p>\n<\/div>\n","protected":false},"excerpt":{"rendered":"

The coming Bank of Japan meeting on June 16\u201317 could shake up both stock markets and crypto trading around the world. Bitcoin traders especially are on edge. Arthur Hayes, co-founder of BitMEX, warned that a shift by the BOJ might send risk assets much higher. BOJ Meeting On June 16\u201317 According to Hayes, if the […]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"iawp_total_views":0,"footnotes":""},"categories":[2],"tags":[3,4,5],"class_list":["post-31236","post","type-post","status-publish","format-standard","hentry","category-news","tag-crypto","tag-doge","tag-news"],"_links":{"self":[{"href":"https:\/\/dogewisperer.com\/index.php?rest_route=\/wp\/v2\/posts\/31236","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/dogewisperer.com\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/dogewisperer.com\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/dogewisperer.com\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/dogewisperer.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=31236"}],"version-history":[{"count":0,"href":"https:\/\/dogewisperer.com\/index.php?rest_route=\/wp\/v2\/posts\/31236\/revisions"}],"wp:attachment":[{"href":"https:\/\/dogewisperer.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=31236"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/dogewisperer.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=31236"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/dogewisperer.com\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=31236"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}