2026-01-20 04:40:38

#Strategy加仓BTC $ETH Global Bond Market Turmoil: US and Japan Government Bonds Soar 4%, What’s Next for the Crypto Market

Recently, US Treasuries have been heavily sold off. Trump’s tariff threats triggered market panic, causing US long-term Treasury yields to rise rapidly. Meanwhile, Japan’s bond market also experienced unusual movements—40-year government bond yields broke through 4%, reaching a 17-year high. What is driving this behind the scenes? The Japanese government plans to implement significant food tax cuts, and fiscal outlook remains uncertain, prompting investors to start withdrawing.

What’s more troubling is that the two markets are resonating with each other. US bonds are under pressure, Japanese bonds weaken, and global borrowing costs are climbing steadily. If Europe follows suit and sells US Treasuries, and Japanese hot money flows back to the domestic market in large scale, the "domino effect" on the global financial markets could be intense—no one can predict how severe it might be.

Bond market volatility is fierce, and risk assets in the crypto market are the first to bear the brunt. In this macro environment, how should investors adjust their strategies? Perhaps it’s time to test the effectiveness of their tactics.

BTC-2,19%

ETH-4,99%

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governance_lurker

· 8h ago

The term "domino effect" is used well; it feels like the global finance world is about to go big.

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PanicSeller

· 16h ago

Here we go again, whenever the bond market gets chaotic, they call for increasing BTC holdings. I'm tired of this routine.

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AlgoAlchemist

· 01-20 05:10

The bond market is so chaotic, I actually see more opportunities to accumulate coins.

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LayerZeroHero

· 01-20 05:08

A shake in the bond market makes the crypto circle tremble; this trick has been well known for a long time.

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HodlKumamon

· 01-20 05:07

Xiongxiong just calculated that the probability model of this wave of bond market resonance overlaps with the situation in 2023 by 82%... Honestly, I can't hold it together anymore. --- Instead of panicking, why not dollar-cost average? Historical data shows that the Sharpe ratio is highest when adding to positions at this time. --- Wait, are we really going to see a domino effect? It feels like the risk premium hasn't been fully released yet. --- U.S. bonds and Japanese bonds are soaring together, which sounds like the market is crying for help. Xiongxiong has decided to gently bottom fish. --- The asset allocation model indicates that now is a good time to try a small 5% position for long positions, but I do feel a bit anxious. --- The rise in global borrowing costs... suggests that the cost of buying BTC has also increased, but in the long run, it could be beneficial. --- Based on the volatility over the past 120 days, this panic index actually indicates the easiest time to make money. --- The domino effect sounds scary, but Xiongxiong has seen similar cycles 26 times. If we endure, it's an opportunity.

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FundingMartyr