#BTC资金流动性 The move by the Bank of Japan is reshaping the global capital landscape.

In December 2025, interest rates were raised to 0.75%—the first time in nearly thirty years for Japan. Behind this turning point, Japanese household investors holding $15 trillion in assets began to contemplate the value of domestic asset allocation. Funds that once flooded into U.S. stocks and bonds are now facing a delicate choice window.

This group, jokingly referred to by the market as the "main force of family investors", can trigger ripples in the global market with every adjustment to their allocations. When domestic yields rise and exchange rate expectations change, the attractiveness of overseas risk assets is bound to decline. Assets with high volatility such as $BTC, $ETH, and $BNB will be the first to feel the impact — they are the most sensitive to the global liquidity environment.

The key is not in the short-term fluctuations, but in the fact that this represents a directional shift. Capital inflows mean that the pricing foundation for global high-risk assets is loosening. Cautious investors should now consider whether their risk exposure can still withstand this structural shift.