Yen Carry Trade on Digital Asset Radar

Yen Carry Trade Explained: Why It Moves Bitcoin

Mon, 20 Jul 2026 11:11:37 +0000

The yen carry trade is the practice of borrowing Japanese yen at ultra-low interest rates and using that cheap money to buy higher-yielding assets around the world — US Treasuries, tech stocks, emerging-market bonds, and increasingly Bitcoin. It is one of the largest and least-understood sources of leverage in global markets, and as of July 2026 it sits at the centre of every serious conversation about the next risk-asset shock.

Bank of Japan: Why Its Rate Hikes Move Global Markets

Fri, 17 Jul 2026 06:26:36 +0000

The Bank of Japan is the central bank of Japan, and as of July 2026 it is the last major central bank still climbing out of near-zero interest rates — a slow exit that ripples through global bond, stock and crypto markets. In June 2026 the BOJ raised its policy rate to 1%, the highest since 1995, and signalled more hikes ahead. Because Japan has been the world’s cheapest source of borrowed money for two decades, every notch higher tightens a hidden lever under asset prices everywhere.

Strait of Hormuz Oil Shock: The Risk Markets Ignore

Sun, 05 Jul 2026 12:19:35 +0000

A Strait of Hormuz oil shock is the macro risk that markets are underpricing as of July 2026: a supply disruption in the world’s most important oil chokepoint could reignite inflation, force central banks like the Bank of Japan to keep hiking, and set off a yen carry trade unwind that drags down stocks and crypto together. The trigger looks calm on the surface — but the plumbing underneath is stretched to its limit.