Japanese bond market turmoil triggers global risk aversion; institutions increase holdings against the trend as Bitcoin pulls back

2026-01-20 23:20:11

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[CryptoWorld] The global financial markets have been volatile recently. Turmoil in the Japanese bond market has triggered risk aversion among investors, leading to new highs in gold and silver prices. However, this wave of risk sentiment has spread to the crypto market, with Bitcoin and traditional stocks experiencing noticeable corrections.

Interestingly, during this adjustment window, MicroStrategy has made a significant move. The publicly traded company has increased its holdings by purchasing 22,305 Bitcoins at a cost of $2.13 billion, bringing its total holdings to 709,715 Bitcoins. This “counter-cyclical” buying strategy somewhat reflects institutional confidence in the long-term value of Bitcoin.

Policy uncertainties are also increasing. The U.S. Supreme Court has postponed the hearing of cases related to Trump’s tariffs policy, adding more uncertainty to the market. Meanwhile, the U.S. Department of the Treasury announced that seized Bitcoins will be incorporated into the national digital asset reserve, marking an upgrade in the U.S. stance on crypto asset strategic deployment.

From an infrastructure perspective, technological innovation is accelerating. The New York Stock Exchange plans to launch a blockchain-based stock and ETF trading platform, aiming to achieve 24/7 continuous trading and on-chain real-time settlement. These initiatives signal a major trend of integration between traditional finance and blockchain technology, injecting new imagination into the entire ecosystem.

BTC-2,89%

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WalletDetective

· 5h ago

MicroStrategy's move is really impressive. They dared to invest 2.1 billion during the dip. Is this truly a gambler's mentality or do they really understand the market? Counter-cyclical buying sounds impressive, but basically it's betting on a rise later, and the risk isn't small either. The US incorporating seized Bitcoin into reserves? Now that's a big deal. The official recognition feels stronger and stronger. When Japan's bond market moves, the global markets shake. The crypto market really isn't as independent as imagined... MicroStrategy now holds nearly 710,000 coins. If Bitcoin really surges, how much would they earn? Just thinking about it is crazy. Is policy uncertainty really a good thing? It feels like the US is secretly planning something. A pullback is just a pullback. Institutions are buying cheap, while retail investors are still hesitating. The gap is huge. Will the $2.13 billion cost get trapped again later? How likely is Saylor to be right in his gamble? The US Treasury recognizing digital asset reserves is like giving the entire crypto community a strong boost. Counter-trend accumulation sounds high-end, but it's really just bottom-fishing. Let's see who guesses right.

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GasFeeCryBaby

· 5h ago

MicroStrategy's move is really brilliant, buying more as the price drops. This is the mindset of a big player. --- The Japanese bond market has collapsed, yet they are still buying Bitcoin. Crazy, right? But on the other hand, they do have some guts. --- The US plans to treat the confiscated BTC as reserves? It feels like an indirect admission. Not sure if it's good news or bad news. --- Both counter-cyclical and institutional confidence are mentioned. After all this talk, isn't it just betting that prices will go up later? --- 7,097,150 coins. I could never buy so many in my lifetime. It’s really hard to watch. --- A bunch of policy uncertainties, and the market is still swirling around. Can someone tell me what to do now? --- The delay in the Trump matter again. How long will this drag on? Is it so hard to just see a result? --- Bitcoin's correction, just let it be. But I feel like this time is different, a bit anxious.

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ForkThisDAO

· 5h ago

Alright, MicroStrategy is starting to buy the dip again, and their mindset is really steady. Speaking of which, the US Treasury Department's recent move... definitely changes the game. Buying the dip just because it drops, now that's institutional behavior. Wait, is the Japanese bond market really this serious this time? Bitcoin probably is about to take off again, haha. MicroStrategy's 710,000 Bitcoins are really a ticking time bomb.

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ApeWithAPlan

· 5h ago

MicroStrategy is really going all in again, this pace is truly daring Counter-cyclical bottom fishing? Let's wait and see if the Federal Reserve will cause trouble again When the Japanese bond market gets chaotic, the whole world follows suit, and Bitcoin gets unfairly blamed Is the US treating Bitcoin as a reserve asset? This signal is a bit significant Institutions are accumulating, retail investors are still hesitating?

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RadioShackKnight

· 5h ago

Institutions are bottom-fishing, indicating they know something we don't MicroStrategy's move is quite bold, really buying more as it drops Is the US incorporating confiscated Bitcoin into reserves? This is an acknowledgment of BTC's legitimacy When the Japanese bond market issues a problem, the whole world panics along; is the crypto market so easily dragged down? 7,097,15 Bitcoins, MicroStrategy is about to fully embrace the future A pullback is a signal to get in, but I still don't have any money haha More uncertainty often means more opportunity, those who understand, understand

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SchroedingerGas

· 5h ago

MicroStrategy's move this time is truly brilliant—buying more as the price drops. This is what institutional perspective looks like. Retail investors are still cutting losses.

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