According to @ReutersBiz, Japanese investors sold foreign stocks on Nov 7, 2025, citing caution over recent Federal Reserve comments and valuation concerns. According to @ReutersBiz, the report highlights defensive positioning tied to policy signals and stretched pricing, so traders tracking cross-asset risk may watch for knock-on effects in global equity sentiment and closely observe BTC and ETH liquidity during the Asia session as they react to the same drivers reported by @ReutersBiz.

According to The Kobeissi Letter, Japan's real wages fell sharply by 2.1% year-over-year last month, marking the largest decline in over two years (source: @KobeissiLetter, May 25, 2025). With inflation rebounding and wage growth lagging, the Bank of Japan is unlikely to raise interest rates in this environment. This scenario may further weaken the Japanese yen, potentially driving increased interest from Japanese investors in cryptocurrencies as an inflation hedge and alternative asset class. Crypto traders should monitor yen movements and BOJ policy signals, as sustained currency weakness could spur capital flows into Bitcoin and other digital assets.

According to The Kobeissi Letter, Japanese private financial institutions sold $17.5 billion in long-dated foreign bonds, primarily US Treasuries, during the week ending April 4th, followed by an additional $3.6 billion the next week, marking the largest two-week sell-off since 2020 (source: The Kobeissi Letter, Twitter, April 26, 2025). This significant outflow from US Treasuries has led to increased volatility in bond yields, which could influence risk appetite across global markets, including cryptocurrencies. Traders should monitor Treasury yields for signals of liquidity shifts that may impact crypto prices and volatility.