Analysis: The yen carry trade has contracted significantly, and bitcoin may strengthen after the release of policy pressure from the Bank of Japan
2025-12-14 09:19:24
Negentropic, co-founder of Glassnode, wrote that the market is not afraid of tightening (interest rate hikes), but of uncertainty. The normalization of policy by the Bank of Japan has brought clear expectations for global financing conditions, even if leverage will be under pressure in the short term. The yen carry trade has contracted significantly, volatility means opportunity, and bitcoin tends to strengthen after policy pressure is released, not before. Less confusion, stronger signal. This looks like preparing for asymmetric upside risks.
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