Normal view
Hegseth and Koizumi agree on new Japanese missile production line
Japanese navy shadows Russian Vishnya-class spy ship near Tsushima
Japan internet giant GMO says hackers posted stolen customer data
UTXOβs Duke Waldrop: Bank of Japan βLiquidity Shockβ Could Impact Bitcoin
Bitcoin Magazine
![]()
UTXOβs Duke Waldrop: Bank of Japan βLiquidity Shockβ Could Impact Bitcoin
Bitcoin fell to $79K this weekend, and this week both the Fed and the Bank of Japan decide on rates. Duke Waldrop, Head of Asia Markets at UTXO Management, joins Grace Remington and Sean Hagan to explain why a yen repricing hits Bitcoin first: macro funds with yen-denominated liabilities become forced sellers, and Bitcoinβs 24/7 liquidity is where they find the exit. He also breaks down why Metaplanet is trading below the value of its own Bitcoin, why possible removal from MSCI indexes on November 30 doesnβt change the thesis, and why the bet is on the Tokyo teamβs execution.
Chapters:
0:00 Bitcoin at $79K, Fed and Bank of Japan Decisions, and Metaplanet Below NAV
0:29 How Asian Investors Are Learning the Treasury Playbook
1:16 The Yen Carry Trade and Why Bitcoin Sees the Liquidity Shock First
2:12 Who Sells First If the Bank of Japan Surprises: Overleveraged Macro Funds
2:58 Metaplanetβs Nasdaq Route Through Super League and the Second Liquidity Pool
3:46 Why Metaplanet Trades Below Its Bitcoin: Bitcoin Per Share Is the Metric
4:30 Asia Is βWay Behindβ on Bitcoin Preferreds
5:32 MSCI Removal on November 30: Why It Changes Nothing Fundamental
6:57 Balance Sheet Caps, Delisting and Moon Inc.
8:45 Thailand, Astraβs Cash-Flow Model, Capital Groupβs 11% and βThe Moon, a Millionβ
This video is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any securities. Past performance is not indicative of future results. Investments in digital assets involve significant risk and may result in loss of capital. Both UTXO Management and BTC Inc., producer of BMTV, are owned by Nakamoto Inc. (NASDAQ: NAKA)
DISCLAIMER: The views and opinions expressed in this show are those of the participants and do not necessarily reflect the official policy or position of BTC Inc., Bitcoin Magazine, or any affiliated entities. This content is provided for informational and educational purposes only and should not be construed as investment, legal, tax, or accounting advice. Nothing contained in this show constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or financial instruments. Viewers should consult their own advisors before making financial or business decisions.
This post UTXOβs Duke Waldrop: Bank of Japan βLiquidity Shockβ Could Impact Bitcoin first appeared on Bitcoin Magazine and is written by Patrick Green.
BlackRock joins SBI, Startale to link tokenized funds with yen stablecoin
U.S. Marine Corps tests kamikaze drones in Japan
Japanese troops drill with new long-range ship-killer missile
Japan cannibalizes P-1 maritime patrol planes
Russia and China step up spy flights near Japan
U.S. air base in Japan to block Chinese BYD cars over data fears
Japan weighs rewrite of its military AI policy
Chinaβs Liaoning carrier: 10 years from training ship to warship
U.S. drone boat runs naval intercept demo in Japan
Japanese troops test-fire air defense missiles at New Mexico range
U.S. Air Force F-22 squadron arrives in southern Japan
China and Russia push Japanβs jet scrambles to 4-year high
Nearly 480,000 Phishing Emails Traced to Computer Hidden Behind Hotel Fridge
Hackers Steal 1.8 Million Records From Nikkei
The compromised information includes names, addresses, email addresses, phone numbers, and dates of birth.
The post Hackers Steal 1.8 Million Records From Nikkei appeared first on SecurityWeek.
Japan launches mission to bring home a piece of the Martian moon Phobos
Japan launched a $578 million mission Monday on a five-year expedition to land on the largest moon of Mars and retrieve samples for return to Earth, a daring international project that could yield new insights into the formation of the Solar System.
The robotic Martian Moons eXploration mission, known as MMX, lifted off at 3:41 pm EDT Monday (4:41 am Japan Standard Time Tuesday) from Tanegashima Space Center in southern Japan.
The MMX spacecraft rode into orbit atop a 207-foot-tall (63-meter) H3 rocket, Japan's flagship launch vehicle. The rocket assigned to MMX debuted a new souped-up configuration with four strap-on solid rocket boosters, full-throttle main engines, and an extended payload shroud to accommodate the demands of Japan's heaviest and most ambitious interplanetary mission to date.


Β© ESA/DLR/FU Berlin/Andrea Luck