BloFin Research|Aug 19, 2026 09:58
🇯🇵Japan's rate hike is coming for BTC, #TechStocks and #Treasuries.
📊 90% of 44 economists surveyed by Bloomberg agree the BOJ will raise rates again before year-end.
📊 On Polymarket, odds of a 25bps hike as early as Sept have surged to 84%.
For 20 years, cheap #yen has been the funding source behind trillions in global hot money.
Once Japan hikes, that money rushes home, dumping US tech stocks, BTC and Treasuries to buy back yen and repay Japanese debt.
👀Not only should we watch the Fed, but also the BOJ's next hike and what else Tokyo does to save the yen.
Will Japan really sell US Treasuries again?(BloFin Research)
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