Every Zipp story tagged #CarryTrade, newest first.
Japan's tightening path adds pressure to yen-funded carry trades and reinforces the global shift away from ultra-loose monetary policy.
The yen weakened despite the hike, while BTC/JPY rose 0.5%, highlighting the market tension around Japan’s tightening and a possible carry-trade unwind.
A firmer yen tightens financial conditions for Japan's still-dovish central bank and pressures the carry trades that have funded global risk assets for months.
The math driving the yen carry trade hasn't changed: Fed funds at 3.50%-3.75% versus BoJ's 1%. Intervention is a speed bump on yen weakness, not a reset of the rate gap that funds leveraged global…
The BoJ's July hold leaves real yen yields deeply negative, and once Tokyo's verbal intervention stops jawboning the dollar lower, the unwind of yen-funded crypto carry trades becomes the next tail…
Glassnode says the marginal BTC buyer is now being paid to wait: only the second time on record that Treasury yields beat the carry trade, with spot volume at a 2019 low.
The carry-trade unwind risk that haunted global markets last August is back on the table: faster BOJ tightening could lift the yen and force a reset across stocks, bonds, and crypto funded by cheap…
SBI VC Trade says corporate accounts have doubled since 2025 as the carry-trade unwind meets a yen that's lost its carry, forcing balance-sheet diversification into hard assets.
A 2.85% 10-year JGB yield is dragging U.S. Treasuries back toward 4.5%, lifting the opportunity cost of holding BTC at the moment Fed cut bets had revived risk appetite.
An R2 of 0.81 means USD/JPY swings alone statistically explain the bulk of weekly BTC moves, a relationship that breaks the standard yen carry-trade script and points to dollar strength as the common…
The yen trade is the macro frame, but Strategy's first billion-dollar BTC monetization program under a soft market is what breaks the bid.
The Bank of Japan raised its policy rate by 25 basis points to around 1.0% on June 16, the highest level since 1995…
The Bank of Japan is widely expected to lift its benchmark rate to 1% from 0.75% on Tuesday, the highest level since…
The carry trade is the bridge between Tokyo's FX desk and a $78,000 Bitcoin — every $250B+ of yen-funded leverage is a built-in liquidation queue waiting on a sudden yen squeeze.
WuBlockchain
CoinDesk
WatcherGuru
Crypto News
TheBlock
CryptoSlate