日本金融政策

The Japanese government is releasing money like crazy! Is the "government debt leverage" behind the 50,000 yen nationwide spending?

​​1. Policy background: violent pull-up before the election

The Ishiba Shigeru regime suddenly launched an epic operation - abandoning the tax reduction plan and playing the game of nationwide spending. According to the Asahi Shimbun, the ruling party plans to give 50,000 yen (about 2,400 yuan) to each of the 126 million Japanese, with a total ammunition of 13 trillion yen. What does this number mean? It is equivalent to three times Japan's annual military expenditure, directly turning Keynesianism into "government debt leverage", and 43% of funds rely on issuing bonds

​​2. Controversy focus: the battlefield of the leeks

This wave of operations directly split the market into two factions: those born in the 1960s are crazy about shouting orders, and those born in the 1930s are desperately shorting. NHK data shows that 42% of the 60+ group support the spending (after all, it's great to get air conditioning for free), while only 21% of those under 30 buy it (50,000 yen is not enough to pay half a month's rent). What's even more outrageous is that foreigners in Japan can also receive money. Just 3.6 million foreigners will consume 360 ​​billion yen - no wonder the opposition party directly criticized "using taxpayers' money to buy votes"

​​Third, the deep logic: the death spiral of the debt game

Shigeru Ishiba shouted "national crisis" but played with the balance sheet of the Bank of Japan. The latest data shows that Japan's debt/GDP ratio has exceeded 250%, and the annual government bond interest alone will consume 30% of fiscal expenditure. Now they dare to use the 130 trillion yen debt pot to increase leverage, which is clearly turning the MMT theory into "fiscal FUD"

​​Fourth, market impact: yen depreciation + government bond explosion double kill

Smart money has already voted with its feet - the US dollar against the yen broke through the key level of 160. What's more terrifying is that the yield on Japan's 10-year government bonds soared to 1.2%, a record high since 1990. This wave of operations directly led to two results:
Overseas capital accelerated its withdrawal from Japanese bonds (yield inversion exceeded 300 basis points of US bonds)
The Bank of Japan was forced to maintain the YCC policy (yield curve control), and fell into a deadlock of "protecting the exchange rate or protecting the government bonds"

#日本利率决议 #日本金融政策 $BTC

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President Trump told the audience at the World Economic Forum, "America will become the world's cryptocurrency capital." Global banking giant Standard Chartered also stated that Bitcoin will reach $200,000 this year.

Trump has ordered the cryptocurrency working group to draft new regulations and explore national reserves. Once the U.S. Bitcoin Reserve Act is implemented,
The Five Eyes Alliance
G7 (Group of Seven)
G20 (Group of Twenty)
will follow suit, meaning that Bitcoin will become a strategic reserve necessity for mainstream countries around the world, ushering in the golden age of cryptocurrency.

Larry Fink, CEO of BlackRock, stated that he is a "devout believer" in Bitcoin and predicts that Bitcoin could reach $700,000. He added, "My God, if we could tokenize bonds and stocks tomorrow, investing would become democratized in unimaginable ways." This world's most powerful investment mogul believes that amidst concerns about currency devaluation, Bitcoin could reach $700,000. BlackRock announced that at the end of the fourth quarter, its managed assets reached a record $11.55 trillion, a 15% increase from $10 trillion in the same period last year.
Japan raised interest rates by 25 basis points today, in line with expectations. Bitcoin did not experience a significant drop. It can be confirmed that this negative sentiment has been fully absorbed. This cycle of increases has concluded the last round of negative sentiment. The Trump family holds a large amount of digital currency, and many of Trump’s cabinet members also hold BTC. Trump’s proposal to establish a national strategic reserve has a very high probability of passing. If passed, there will be national sovereign funds flooding in. The price of BTC is likely to rise to $200,000 or even $500,000. The cryptocurrency market will soar. Altcoins will also skyrocket. Always remind everyone to enter the market in batches and hold coins for the rise; in February, there will be a spectacular scene of all coins flying together. If there is still a slight pullback in the next few days, get in now, don't wait. Waiting too long will mean missing out on this bull market. $BTC #比特币行情聚焦 #日本金融政策

🛑Japan's Financial Services Agency Proposes Regulatory Reform to Classify Cryptocurrencies as Securities, Potentially Paving the Way for the Spot ETF Market

Recently, the Financial Services Agency (FSA) of Japan announced that it is considering classifying crypto assets as financial products equivalent to securities. This move is inspired by the UK Financial Conduct Authority's classification of crypto assets as securities, which may provide a reference for Japan's new ETF policy.

It is reported that the FSA has formed an expert group to secretly discuss and evaluate the appropriateness of the current regulatory framework for crypto assets. According to the Nikkei News, the FSA plans to determine the direction of regulatory reform based on the group's research results by the end of June and intends to seek opinions at the Financial System Council meeting in the fall. Once discussions mature, the FSA will submit relevant legal amendments to the National Diet in 2026.

If this reform is implemented, it will mean that crypto assets will have the same legal status as securities, thereby paving the way for the approval of spot ETFs for crypto assets. Although the specifics of the new framework are still under discussion, it is foreseeable that this will have a profound impact on the cryptocurrency market.

Meanwhile, the debate over the classification of crypto assets continues in Japan. In August last year, FSA Commissioner Hidetaka Ito stated that approving cryptocurrency ETFs needs to be approached with caution. Prime Minister Shigeru Ishiba also held a reserved attitude toward public investment in cryptocurrencies. However, the domestic cryptocurrency industry has been pushing for regulatory transparency, hoping to establish a cryptocurrency ETF market in Japan.

Although cryptocurrency regulation is expected to welcome a new chapter, the Japanese government remains cautious about including Bitcoin in national reserves. Prime Minister Shigeru Ishiba recently pointed out that due to the lack of sufficient international strategic information, Japan finds it difficult to clarify its position.

Against the backdrop of growing global interest in Bitcoin reserves, the Japanese government continues to adhere to a stability-focused foreign exchange reserve strategy, while its government pension investment fund has begun exploring Bitcoin reserves to achieve portfolio diversification.

💬 Are you optimistic about Japan's development strategy after the securitization of crypto assets? From a regulatory perspective, how should we balance innovation and risk? Leave your comments and discuss in the comment section!

#日本金融政策 #加密监管改革 #加密货币证券化 #现货ETF

Japan is making big moves again! New regulations for the cryptocurrency sector have landed, is this the real deal this time?

Friends, the Japanese Senate has just dropped a “game changer” — the amendment to the 'Funds Settlement Act' has officially passed! This new regulation directly brings a “tiered package” to the crypto market: on one hand, it lowers the threshold for innovation, and on the other hand, it tightens the fences to protect investors, a perfect example of “wanting it both ways”.
The threshold has been lowered, and small players can now join the game!

Previously, to open an exchange in Japan? You had to pay a few hundred million yen in deposits first! Now, with the new regulation, there's a “brokerage business” model, allowing trading without having to custody user assets; just register and you can operate. For instance, if a small team next door develops a DEX (decentralized exchange), as long as they are associated with a compliant exchange, they can operate legally. This move has slashed startup costs to the ankle, and individual operators in the crypto sector are ecstatic!

Investor protection has been upgraded, goodbye to the FTX tragedy
Remember when FTX collapsed, and user assets were taken overseas with no way to recover them? The new Japanese regulations hit hard: exchanges must keep user assets on domestic soil! In case a platform fails, the government can freeze the assets immediately and return them to the investors. This move deserves applause, as we no longer have to gamble on the character of exchange owners!

Stability is key, can government bonds serve as a backing for stablecoins?
Even more remarkable, Japan allows stablecoin issuers to invest 50% of their reserves into Japanese and U.S. government bonds and time deposits. In layman's terms: stablecoins not only have cash backing, but they can also earn interest! In the future, seeing a yen stablecoin might be more appealing than bank wealth management.

Don’t be fooled by the current relaxed regulations; the Financial Services Agency of Japan is keeping a watchful eye. New intermediaries must “acknowledge their parent” (affiliation system), and if exchanges deviate even slightly from the norms, they will immediately face penalties. Compliance is a blessing, but if a small platform tries to pull off shady operations? They’ll be sent straight to jail in no time!

Japan's precise, bomb disposal-style regulation is clearly signaling to global capital: come play here, it's safe and thrilling! Want to keep up with policy trends? Follow me for the first-hand decoding of global crypto policies! If you miss out on the opportunity, don’t blame me for not reminding you.

🌐Japan seems to be cautious amid the global Bitcoin reserve boom

Bitcoin is rapidly emerging as a key asset on the global geopolitical stage. However, despite the growing global push for Bitcoin, Japan seems to be hesitant to join the trend.

Japanese Prime Minister Shigeru Ishiba recently said that his position on Bitcoin reserves is not very clear due to a lack of international strategic information. The Japanese government also clarified in an official response on December 20 that crypto assets such as Bitcoin do not fall within the legal framework of foreign exchange reserves.

Japan's cautious attitude stems from concerns about security, liquidity and volatility. The Japanese government said that these reserves are mainly intended to stabilize foreign currency-denominated assets and bond markets, and Bitcoin's high volatility runs counter to this goal.

NHK National Guardian Party lawmaker Satoshi Hamada once suggested that Japan follow the example of the United States and convert part of its foreign exchange reserves into crypto assets such as Bitcoin, but the government reiterated that the operation of special accounts for managing foreign exchange reserves prioritizes security and liquidity.

Although the Japanese government itself does not directly hold Bitcoin, the country's Government Pension Investment Fund (GPIF), one of the world's largest retirement savings funds with over $1.5 trillion in assets under management, is also exploring the inclusion of Bitcoin in its portfolio as a way to diversify its investments.

In addition, both the United States and Russia have taken active actions in building Bitcoin reserves. The United States already holds a large amount of Bitcoin reserves, totaling 207,189 BTC, worth about $20 billion, which were mainly obtained through criminal seizures.

Russian lawmakers have also proposed the establishment of a strategic Bitcoin reserve, emphasizing that Bitcoin has the potential to become a stable alternative to traditional high-volatility currencies, which may be more significant for countries facing sanctions pressure.

In short, this is an era full of uncertainty but also full of opportunities. Whether Japan continues to wait and see or joins this global Bitcoin reserve competition deserves widespread public attention.

💬 What do you think of Japan's direction in this global Bitcoin reserve boom? How will Bitcoin's role in the global financial system evolve?

#比特币储备 #日本金融政策 #全球金融趋势

Little days, do we have to draw blood 💉 this year? The macro environment is so turbulent, ugh! #日本金融政策

No matter which investment legends like Buffett, Munger, Duan Yongping, Sir Templeton, or successful entrepreneurs like Lei Jun, none of them do not "follow the trend" and "act accordingly"! The medium to long-term trend is not difficult to judge, while the short-term is relatively random.

Do your part and maintain a calm perspective towards the market.

The image below shows the ranked companies in Japan; let's see how the five companies held by Buffett rank among them～

#日本金融政策