Bank of Japanโ€™s Rate Hike Threatens Bitcoin Stability

BOJ's Rate Hike to Reach 30-Year High: Implications for Bitcoin

The Bank of Japanโ€™s upcoming interest rate hike to 0.75% in December, its highest in 30 years, could impact global liquidity and Bitcoin prices, analysts warn.

Bitcoin is already experiencing stress with potential price drops due to tightened yen liquidity, as historical trends show significant impacts following similar rate hikes.

The Bank of Japan (BOJ) is expected to increase its policy interest rate by 25 basis points to 0.75%, reaching a 30-year high. This decision comes amid global financial challenges and is scheduled for December 18-19, 2023.

The BOJโ€™s anticipated rate hike, part of a series to combat inflation, poses potential impacts on global liquidity. Japanโ€™s substantial holdings of US Treasuries highlight the global ramifications of these policy changes.

Bitcoin Faces 20-30% Drop, Analysts Warn

Market analysts predict Bitcoin could drop 20-30%, reflecting previous reactions to BOJ rate hikes. Past events saw Bitcoin decline significantly as liquidity adjustments took effect, highlighting concerns in the crypto community.

The potential liquidity tightening could affect Bitcoin, which is already showing signs of stress. Exchange inflows and on-chain data indicate rising pressures, with the yen carry trade unwind possibly exacerbating Bitcoinโ€™s volatility.

BOJ Hikes, Bitcoin Corrections: A Historical Pattern

Historically, BOJ rate hikes triggered sharp Bitcoin corrections. Increases in March and July 2024 led to drops of 27% and 30% respectively, emphasizing the sensitivity of Bitcoin to such financial policy adjustments.

Experts such as Quinten Franรงois and Hanzo highlight concerns over Bitcoinโ€™s stability. Franรงois notes past corrections post-rate hikes, while Hanzo emphasizes the implications of Japanโ€™s holdings on global liquidity and Bitcoinโ€™s trajectory.

Bitcoin fell approximately 27% after the March 2024 hike, 30% after the July 2024 increase, and another 30% after the January 2025 hike. โ€” Quinten Franรงois
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