🇯🇵 So here’s why Japan’s $110B stimulus is messing with Bitcoin and the whole crypto market…
Let’s break it down without the macro jargon.
Japan just dropped a massive 110 billion dollar stimulus at the same time its 40-year bond yields shot to a record 3.77%.
And weirdly… this is affecting U.S. markets and crypto more than people expected 👀
Think about it — even Nvidia posted insane earnings, numbers that should’ve sent markets flying.
Instead? Stocks dumped.
Crypto dumped even harder. $PIPPIN
S&P500 erased $2 trillion. Nvidia flipped from +6% to -3%.
So what’s going on?
💥 Rising debt + rising yields = bad mood everywhere
Japan’s government debt is insane — 230% of GDP.
They owe more than double what they make.
Then they dropped a 110B stimulus to fight inflation…
Bond yields exploded…
And investors panicked.
Higher yields = money fleeing risk assets (stocks, crypto, everything).
Now half the market expects the BOJ to hike rates in December — something Japan avoids at all costs.
This panic is spilling over into the U.S., setting a blueprint for what might happen next.
🇺🇸 Meanwhile, the U.S. is doing… not great
Trump wants a $2,000 payout for households.
The shutdown added $619B in deficit.
Debt is on track for $40 trillion by 2026.
Inflation is still above target, data transparency is a mess, and the AI bubble is wobbling.
Stack all that together…
And honestly, the crypto crash in Q4 looks way more macro-driven than anything crypto-specific.
👀 The big takeaway
Japan’s stress is acting like a warning signal for U.S. markets.
Too much debt + rising yields = fewer paths for rate cuts.
And that means more pressure on risk assets heading into 2026 — including Bitcoin.
#BTC #ETH $ETH
