The upcoming monetary policy meeting of the Bank of Japan (BOJ) in June can offer the subsequent significant catalyst for global risk assets reminiscent of stocks and cryptocurrencies.
The Boj will make its next interest decision at its upcoming monetary -political session on June 16 to 17.
The central bank can deliver the subsequent significant catalyst for Bitcoin (BTC) and other risk assets if, based on Arthur Hayes, co -founder of Bitmex and Chief Investment Officer from Melstrom, the quantitative loosening (QE).
“When the Boj QT delayed and the chosen QE has resolved again at its June meeting,” wrote Hayes in a post on June tenth.
Qe refers to central banks that buy bonds and pump money into the economy to cut back rates of interest and to advertise expenses under difficult financial conditions.
Source: Arthur Hayes
On July 31, 2024, the Bank of Japan launched a plan for reducing the loan purchases of presidency bonds by 400 billion yen per quarter from August 2024. The quantitative stripping plan is ready on the upcoming session on June 16 for an intermediate assessment period and signals a possible opportunity for pivot.
According to reports, the BOJ officials from the present 400 billion to 200 billion yen per quarter, from April 2027, will discuss the present 400 billion to 200 billion yen per quarter of the present 400 billion yen per quarter.
The Japanese bond market crisis was the catalyst for Bitcoins 112,000 US dollars high
Bitcoin rose on May 22, two days after the 30-year return on Japanese bonds, to the $ 112,000 all-time high of three.185% on May 20, 2025.
The concerns of the Japanese marketplace for sovereign bonds inspired the institutions to rethink bitcoin's role as protection against sovereign default risks.
“The perceived risk of failure continues to extend, the returns proceed to rise? This is a rough benchmark, why Bitcoin could head to 200,000 US dollars,” Dragosch told CoinTelegraph and added that Bitcoin is “free from the other party risk”.
Government bonds are often considered refuge assets. However, if the yields rise sharply, it often signals investor concerns regarding tax sustainability and repayment risk.