2025-12-15 13:20:59

The Bank of Japan, this super whale, is brewing a massive turnaround. According to sources, the Bank of Japan is expected to initiate its ETF reduction plan as early as next month, involving up to 83 trillion yen (approximately $534 billion), with a book value of 37.1 trillion yen.

The most interesting part here is the pacing of the exit—the Bank of Japan is adopting an extremely cautious strategy to avoid market shocks. Maintaining its set monthly sale pace, it will take a full 112 years to complete this massive reduction. In other words, from next month until the end of this century, the Bank of Japan will continue to sell these assets in small, steady amounts.

This ultra-long-term reduction plan sends a clear signal: the Bank of Japan is preparing for a long-term policy shift but does not want to trigger market turbulence. For global asset allocation, this slow yet certain liquidity release will become a long-term variable worth watching.

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WagmiWarrior

· 2025-12-18 12:35

112 years? Haha, that will have to wait until my great-great-great-grandchildren's generation. But speaking of which, the Bank of Japan's slow-release strategy is indeed ruthless, turning over 500 billion USD worth of bombs into a 112-year timed device, and the market can't keep up. Liquidity will continue to seep out, which is truly a long-term suspense for us small investors. Japan has thought it through, afraid that a sudden crash will cause everything to collapse. This is the self-discipline of super whales, take it slow and don't rush.

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BearMarketLightning

· 2025-12-15 13:48

112 years? Haha, this pace is too steady. The Bank of Japan really knows how to play --- 83 trillion yen spread over 112 years. This is playing "boiling a frog in warm water" --- Wait, is this paving the way for a policy shift? It doesn't seem that simple --- Slowly releasing liquidity... Basically, they don't want to crash the market. I've seen this trick before --- From now until the end of this century, they will keep selling... Our generation probably won't see it all sold out --- Such caution from a giant whale actually makes people a bit nervous --- Maintaining the monthly pace for 112 years, how strong must the execution be --- The key is this signal: the central bank has started reducing holdings. What's next? --- With a volume of 534 billion USD, even slow releases can make a splash

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MysteryBoxBuster

· 2025-12-15 13:40

112 years? We're all dead, and this thing still isn't over --- The Bank of Japan's move is truly a "frog in boiling water" situation --- Basically, they're afraid of crashing the market, so they have to slowly bleed it out --- Does this mean we have to hold on until 2136? LOL By then, probably no one will remember this anymore --- Gradual liquidity injection, this move is absolutely clever and extremely stable --- Spending 534 billion USD over 112 years? They must be really afraid of the market haha --- The Bank of Japan is really a master of psychological warfare

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GasFeeNightmare

· 2025-12-15 13:35

Sell slowly over 112 years? The Bank of Japan's move is truly outrageous, I'll never see it sell out in my lifetime haha Wait, this logic perfectly applies as an analogy for gas fees—it's like it takes over a hundred years to save back this amount of money.

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