Bank of Japan

Yen extends losses as traders doubt BOJ’s rate-hike pace

The yen's decline highlights the challenges Japan faces in aligning its monetary policy with global trends, risking economic imbalances.

CryptoBriefing•Editorial Team22 Sept

• neutral toward Bank of Japan · 86%

USD/JPY Forecast: Yen Strength Puts 152 Support in Focus as BoJ Tightening Looms

USD/JPY remains under pressure as the Japanese yen strengthens ahead of another potentially important Bank of Japan policy decision. The pair has fallen toward the mid-155 region after breaking below key technical levels, while expectations for further Japanese monetary tightening have added to demand for the yen. The latest USD/JPY forecast is increasingly centered on

BeInCrypto•Peter Wind21 Sept

• neutral toward USD · 95%

UBS Asset Management’s Zhao ready to sell yen if Japan intervenes again

Japan's cautious monetary policy and internal BOJ dissent may weaken yen further, impacting global carry trades and inviting speculative selling.

CryptoBriefing•Editorial Team21 Sept

• neutral toward UBS · 98%

Bank of Japan chief navigates pressures from Takaichi and US Treasury on rate policy

The BOJ's rate policy dilemma highlights the complex interplay between domestic growth priorities and international currency stabilization pressures.

CryptoBriefing•Editorial Team21 Sept

• neutral toward US Treasury · 98%

Jim Cramer Says the Upcoming Week Looks Quiet. Here's What He'll Still Be Watching

Jim Cramer expects a relatively quiet week for Wall Street, with only a few major corporate events left on the calendar before September ends. Much of the month’s major macroeconomic news has already passed, with the Federal Reserve, European Central Bank, and Bank of Japan all raising rates. That leaves the last full week with

BeInCrypto•Kamina Bashir20 Sept

• neutral toward Jim Cramer · 99%

Bitcoin rallies after BOJ’s 1.25% hike, but the real yen-carry test starts next week

The yen weakened after the decision, leaving immediate unwind pressure limited as higher funding costs move toward implementation.

CryptoSlate•Liam 'Akiba' Wright18 Sept

• neutral toward Bank of Japan · 98%

Bank of Japan likely conducted rate checks in currency market, signaling potential yen intervention

BOJ's rate checks hint at intervention, impacting yen stability and market perceptions, but overuse risks diminishing their effectiveness.

CryptoBriefing•Editorial Team18 Sept

• neutral toward Bank of Japan · 86%

Bitcoin Hits 14-Day High Despite CLARITY Setback, Fed and BOJ Rate Hikes: Weekly Recap

How did bitcoin rose past $80,000 on Friday after the week it had?

CryptoPotato•Jordan Lyanchev18 Sept

• neutral toward Bank of Japan · 98%

Yen plunges to two-week low after BOJ’s split rate hike decision

The BOJ's split decision introduces uncertainty, impacting yen stability and signaling cautious future rate hikes, affecting global markets.

CryptoBriefing•Editorial Team18 Sept

• neutral toward Bank of Japan · 90%

Bank of Japan raises benchmark interest rate to 1.25%, highest level since 1995

Japan's rate hike aims to curb inflation but may weaken the yen further, impacting global trade dynamics and investor strategies.

CryptoBriefing•Editorial Team18 Sept

• neutral toward Bank of Japan · 97%

Bank of Japan raises rates to 31-year high, signals further hikes

Japan's rate hikes could trigger global capital shifts, impacting foreign bond markets as domestic investment becomes more attractive.

CryptoBriefing•Editorial Team18 Sept

• neutral toward Bank of Japan · 97%

Bank of Japan Raises Rate to 1.25% as Yen Weakens After 31-Year High

The Bank of Japan (BOJ) raised its policy interest rate by 25 basis points to 1.25% on September 18, taking borrowing costs to their highest level in 31 years, since 1995. The decision was made by a 7-2 vote, with board members Toichiro Asada and Ayano Sato voting against the

TheNewsCrypto•Sarala18 Sept

• neutral toward Bank of Japan · 99%

Bitcoin price tops $77K after BOJ lifts rates to 1.25%

Bitcoin traded above $77,400 after the BOJ raised rates to 1.25%, while spot ETFs added $159.5 million and momentum cooled.

Crypto.news•Olivia Stephanie18 Sept

• neutral toward Bank of Japan · 96%

Bank of Japan Follows Fed and ECB With Rate Hike to 1.25%

The Bank of Japan (BOJ) raised its interest rate to 1.25% on Friday, the highest level since 1995, as energy costs from the war in Iran pressure economies. The board split 7-2 on the decision, with members Toichiro Asada and Ayano Sato dissenting. Markets had priced in the move almost entirely before the meeting ended.

BeInCrypto•Kamina Bashir18 Sept

• neutral toward European Central Bank · 99%

Bank of Japan raises interest rates by 25 basis points. Bitcoin tops $77,000

CoinDesk•Omkar Godbole18 Sept

• neutral toward Bank of Japan · 99%

TOTAL vs US Real Yields: Fed Decision Watch

Why does tonight's Fed decision matter for crypto? It isn't really about a 25 bp hike — the market has largely priced it in. The real question: what happens to US real yields and the dollar after the decision? 📊 WHERE CRYPTO STANDS (pre-decision) - Total crypto market cap: ~$2.64T (Sep 15), BTC dominance ~58%. - BTC: ~$75.7K, roughly 40% below its October 2025 all-time high. - Fear & Greed: dropped from 69 (Greed) to 51 (Neutral) in one day. - Extra headwind: the CLARITY Act failed its Senate procedural vote on Sep 15 — a major regulatory catalyst delayed. - ETF context: US spot BTC ETFs took in ~$3.5B in August, BTC's best month since Nov 2024 — but early September already saw outflows. 📊 US MACRO SNAPSHOT - Jobs: +162K in August vs 53K expected. Unemployment 4.1%. - Inflation: headline CPI 3.4%, mostly energy-driven. Core CPI 2.4%, lowest since 2021, but the monthly core print came in hot. - Retail sales (today): +1.2% vs +0.8% expected; control group +1.4% vs +0.4%. Bottom line: the economy is holding up, inflation is sticky because of oil, and the Fed is under pressure to tighten. 🔍 THE INDICATOR I'M WATCHING: DFII10 DFII10 is the 10-year US Treasury real yield — the return after expected inflation. - 2.60% (Sep 14 close), up from 2.43% a week earlier. - Nominal 10Y closed at 5.00% on Sep 15, the highest close since 2007. https://www.tradingview.com/x/1FkRtn1T/ Key point: breakeven inflation is roughly flat near 2.4%. Yields aren't rising on inflation fears — real yields themselves are climbing. Why crypto cares : BTC pays no yield. When investors can earn a 2.6% real return in a risk-free dollar asset, the opportunity cost of holding non-yielding, high-volatility assets rises. Rising real yields usually mean: - Tighter dollar liquidity. - Weaker risk appetite and slower ETF inflows. - Lower tolerance for leverage → larger liquidation cascades. - Altcoins typically take a bigger hit than BTC (higher beta). 🎯 WHAT'S PRICED IN? - Futures price ~90% odds of a 25 bp hike to 3.75%–4.00% — the first since July 2023. - Reuters poll (Sep 14): 86 of 101 economists expect a hike; 37 of 70 expect at least one more by end-March 2027. - Futures price roughly 4 hikes through July 2027. 🏦 WARSH & THE FED - July: held 9–3, three dissenters wanted a hike. - Jackson Hole: Warsh avoids advance commitments to markets, but said the Fed "has work to do" if core inflation doesn't fall fast enough. Hike odds jumped from 34% to 57% afterward. 🏛 POLITICAL PRESSURE The White House says a hike isn't necessary — that argues for a hold, not a cut. Cuts aren't in current pricing. My view: cuts could return later if the labor market weakens clearly, oil drops sharply, or 5%+ yields start breaking financing conditions. A hold tonight isn't risk-free: Deutsche Bank says it would be the biggest dovish surprise at a scheduled meeting since 1994. If read as political capitulation, long-end yields could rise anyway. 💭 WHAT COULD ACTUALLY MOVE MARKETS - Dot plot: June signaled one hike in 2026. An extra hike = a tightening cycle. - Dissents and updated projections. - The reaction in DFII10, US10Y and DXY during the press conference — crypto often trades the presser, not the headline. 🌏 DON'T IGNORE JAPAN The BoJ is expected to lift rates to a 31-year high. A stronger yen can force unwinds of yen-funded carry trades — the same mechanism behind the sharp crypto sell-off in August 2024. 🔀 POST-DECISION SCENARIOS 1️⃣ Hike 25 + DFII10 stable/falling → "sell the rumor, buy the news" relief; supportive for TOTAL. 2️⃣ Hike 25 + hawkish dots + DFII10 above 2.50% → pressure; alts likely underperform BTC. 3️⃣ Surprise hold → sharp initial pump that may fade if bonds read it as soft on inflation. 4️⃣ Hike 50 → very unlikely, clear risk-off shock and liquidation risk. ✅ WHAT TO WATCH AFTER THE DECISION - DFII10: back below 2.50%, or holding above? - US10Y: sustaining above 5%? - DXY: ~99.7 — a break above 100 is a warning sign. - BTC dominance: rising dominance = defensive rotation out of alts. - ETF flows on Thursday and Friday. Easing yields and dollar = breathing room for crypto. Holding above these levels = pressure persists. ⏰ Decision: 2:00 PM ET (18:00 UTC). Press conference: 2:30 PM ET. Data as of Sep 16, 2026, before the decision. Educational content, not investment advice.

Fed and BOJ Decisions Put Rate Gaps in Focus for Bitcoin

Bitcoin volatility may hinge on how Fed and BOJ decisions affect rate gaps, the yen and carry trades as traders assess possible policy convergence.

Coinspeaker•Daniel Francis16 Sept

Bank of Japan, Fed Rate Hikes Expected Same Week: Will Yen Rally?

The Fed decides on rates Wednesday and the Bank of Japan follows Friday, with hikes expected from both this week.

BeInCrypto•Darryn Pollock16 Sept

Why Japan’s 3.8% bond shock is quietly setting a trap for Bitcoin

Japan’s 20-year auction cleared at 3.856% with slightly stronger coverage, shifting the next test to the BOJ.

CryptoSlate•Liam 'Akiba' Wright15 Sept

Four events in five days and the market has priced one of them

A Senate cloture vote, a Federal Reserve decision where hike odds just jumped to 86.5%, Pi Network’s final planned upgrade, and the Bank of Japan. Three of the four are scheduled. The one driving everything was not on anyone’s calendar…

Crypto.news•Andrew Folkler15 Sept