A major move by the Bank of Japan is brewing. According to the latest news, one of the world's leading central banks plans to gradually sell off its ETF holdings over the course of several decades starting from January next year.



The numbers are a bit shocking. As of September this year, the Bank of Japan's ETF assets reached 83 trillion yen, which is approximately $534 billion USD. But there's a detail— the book value is only 37.1 trillion yen, or about $239 billion USD. This huge unrealized gain indicates how much these assets have surged in this wave of market rally.

Why such caution? The central bank's logic is very clear—fear of market disruption. Dumping such a large amount of assets into the market all at once could cause the entire financial system to shake. That's why they have this "gradual sale over decades" plan. It's akin to slowly releasing water, giving the market ample time to digest.

What impact will this have on global liquidity and risk asset allocation? This is something to watch.
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HodlOrRegret
· 2025-12-17 03:05
Selling slowly over decades? The Bank of Japan is just afraid of ruining the cards they hold. In plain terms, they're worried the market can't handle it.
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SignatureCollector
· 2025-12-15 10:06
Selling slowly over decades? The Bank of Japan is probably afraid of crashing their own basket of goods all at once, haha
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MEVHunterWang
· 2025-12-15 10:02
Sell slowly over decades? The Bank of Japan is actually doing psychological preparation for the global market, afraid that a single dump could crash the entire system.

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It's important to carefully watch the doubling of unrealized gains; otherwise, a sudden reversal one day could be unbearable for anyone.

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Speaking of truly selling slowly, could that actually be an opportunity for us who play in the secondary market?

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83 trillion yen... As soon as I saw this number, I knew there would be a story behind it.

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The central bank has started reducing holdings; it's time to think about our own allocations.

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When to start selling? The timing is crucial.

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Slow selling sounds simple, but whether the actual market can cooperate is the real point.
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GasFeeVictim
· 2025-12-15 09:55
Decades of slow decline? That must be terrifying to cause a crash, with over 500 billion dollars at stake, and they don't even dare to do it all at once.
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NotSatoshi
· 2025-12-15 09:52
Decades of slow selling? Is this guy trying to slowly harvest the leeks bit by bit?
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