Analysts say Japan’s shift toward easing could trigger a surge in Bitcoin and global risk assets
Japan’s newly appointed Prime Minister Sanae Takaichi has announced a sweeping economic stimulus package aimed at curbing inflation and supporting households, a move that some analysts — including BitMEX co-founder Arthur Hayes — believe could ignite a powerful rally in Bitcoin.
The package includes subsidies for electricity and gas, regional grants, and incentives for small and medium-sized businesses to raise wages. The government’s goal is to alleviate pressure on consumers while sustaining growth — but for Hayes, it signals something else entirely.
“Translation: let’s print money to hand out to folks to help with food and energy costs,” Hayes wrote on X, warning that such measures could unleash a fresh wave of fiat liquidity that may send Bitcoin soaring to $1 million.
Translation: let’s print money to hand out to folks to help with food and energy costs. These costs rose because we printed so much money before. This is insanity but whatever: $Yen to 200 and $BTC to $1mm. Yachtzee pic.twitter.com/ngF1sOwBYh
The new measures reignited speculation that the Bank of Japan (BOJ) may soon pivot back toward quantitative easing (QE) — a policy of large-scale asset purchases to inject liquidity into the economy.
Hayes has long argued that a QE shift in Japan could serve as the next major catalyst for Bitcoin’s rise, as it tends to weaken fiat currencies and push investors toward scarce digital assets.
“When Japan starts printing again, that’s when Bitcoin moves into seven figures,” Hayes said in a recent interview, reiterating his earlier forecast that the BOJ’s easing could drive BTC to $1 million.
80% of global banks are in 'easing mode.'
Only one major economy (Japan) remains neutral, but that's about to change:
Japan has a new PM, Takaichi, known for her pro-stimulus stance, which will push Japan into easing mode too.
The yen slipped to a one-week low following Takaichi’s appointment, reflecting market uncertainty over Japan’s monetary direction. While the BOJ remains in quantitative tightening mode for now, analysts expect pressure to build for a policy reversal as inflation lingers and growth slows.
Bitcoin Whales Turn Bullish
Meanwhile, on-chain data shows renewed optimism among major investors. Blockchain analytics firm Lookonchain reported that several large holders, or “whales,” have opened tens of millions in long positions after Bitcoin’s recent drop to $104,000, signaling growing confidence in a rebound.
Wallet “0x3fce” reportedly increased its Bitcoin long position to $49.7 million, while another, “0x89AB,” initiated a 6x leveraged long worth $14 million, according to the data.
A Global Shift Toward Liquidity
Takaichi’s pro-stimulus stance comes as more than 80% of global central banks are already engaged in some form of monetary easing. If Japan joins that wave, analysts suggest it could fuel another risk asset boom, with Bitcoin leading the charge.
Disclaimer
This content is for informational purposes only and does not constitute financial, investment, or legal advice. Cryptocurrency trading involves risk and may result in financial loss.
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