The Bank of Japan (BOJ) is gearing up for its monetary policy meeting. The meeting is going to be held on June 16–17, 2025. The meeting could trigger a significant rally in risk assets like stocks and cryptocurrencies.
Industry experts, including Arthur Hayes, co-founder of BitMEX and CIO of Maelstrom, suggest that a shift to quantitative easing (QE), where the central bank buys bonds to inject money into the economy, could be the next big driver for Bitcoin and other high-risk investments.
Arthur Hayes, a well-known investor, has also stated in his X post that he thinks that if the Bank of Japan (BOJ) delays its plan to reduce money in the economy and instead starts putting more money back in with selective quantitative easing (QE) at their meeting on June 16–17, it could lead to a big rise in the value of risky investments like stocks and Bitcoin.
The BOJ started cutting its bond purchases by 400 billion Japanese yen every three months from July 31, 2024, and will review this plan in June. As per the reports, they might cut this amount in half to 200 billion Japanese yen per quarter starting April 2027, which could mean a change in their strategy.
This is happening while Japan’s bond market is under pressure, with the 30-year bond yield hitting a high of 3.185% on May 20, 2025. Just two days later, on May 22, Bitcoin reached a record $112,000.
Experts like André Dragosch from Bitwise say this bond market trouble is making people see Bitcoin as a safe option if Japan’s government struggles to pay its debts. Some experts think that if people get more scared about governments not paying their debts, Bitcoin’s value could jump to $200,000.
As of now, everyone is waiting to see what the Bank of Japan (BOJ) decides at their meeting. Their choice could change things a lot. If they do something to help the economy with more money, it might make cryptocurrencies like Bitcoin go up in value.
Also Read: Strategy’s Michael Saylor: “Apple should buy Bitcoin”