#JapanBondMarketSell-Off #JapanBondMarketSell-Off The 2026 “Yen Carry Trade” Shift Is Reshaping Global Markets
Something important is unfolding quietly in Japan — and its impact is reaching crypto.
🏦 The BoJ Shift
In 2026, the Bank of Japan is finally stepping away from decades of ultra-easy money. Rising JGB yields are changing incentives for Japanese institutions that were once major buyers of U.S. Treasuries.
💧 Liquidity Is Moving Home
As capital flows back to Japan, Western markets feel a liquidity squeeze. This doesn’t cause instant crashes — it creates volatility, hesitation, and sharp