Bank of Japan
Bank of Japan announced on 30 October 2026 that it will more than double annual ETF disposals, raising the supply from about ¥330 billion to ¥860 billion at book value per year starting 1 January 2027. The new pace amounts to roughly ¥2 460 billion at indicative market value, about 0.1 % of Tokyo Stock Exchange trading. BOJ retains discretion to adjust or suspend sales and aims to avoid market impact, citing smooth disposals since January 2026. The sale increase is slated to test the market’s tolerance for faster equity‑fund sales and may indirectly affect Bitcoin exposure through potential equity volatility‑driven margin calls. The policy rate remains at 1.25 %, with no immediate change to the overnight call‑rate guideline. Governor Kazuo Ueda and board members Hajime Takata, Toichiro Asada, and Ayano Sato remain key personnel overseeing the decision, although overall monetary stance continues to focus on inflation management and financial stability.}]}· Entity summary generated by Graphiti
Relation timeline
BY VALID-FROM DATE- Bank of JapanCALIBRATED USINGTokyo Stock Exchange Prime Market
Bank of Japan calibrated the 0.1% target of trading for its new equity-ETF sales pace using data from the Tokyo Stock Exchange Prime Market for January‑September 2026.
- Bank of JapanPOTENTIALLY AFFECTED BYBitcoin
Bitcoin could be affected if equity volatility triggers margin calls and cuts to leveraged portfolios due to Bank of Japan's accelerated equity-ETF sales.
- Bank for International SettlementsREVIEWEDBank of Japan
The September 2024 review by the Bank for International Settlements offered a historical example of how equity volatility and yen appreciation—elements linked to Bank of Japan policy—can trigger margin calls and affect leveraged portfolios.
- Ayano SatoMEMBER OFBank of Japan
Ayano Sato is a member of the Board of the Bank of Japan
- Hajime TakataDISSENTED FROMBank of Japan
Hajime Takata dissented from the Bank of Japan’s policy decision
- Hajime TakataMEMBER OFBank of Japan
Hajime Takata is a member of the Board of the Bank of Japan
- Toichiro AsadaMEMBER OFBank of Japan
Toichiro Asada is a member of the Board of the Bank of Japan
- Bank of JapanLIQUIDITY SHOCK IMPACTBitcoin
Bank of Japan’s liquidity shock could impact Bitcoin.
- Kazuo UedaGOVERNOR OFBank of Japan
Kazuo Ueda is the governor of the Bank of Japan
- Bank of JapanPUBLISHEDServices Producer Price Index
Bank of Japan published the preliminary Services Producer Price Index in its October 27 release, recording annual inflation at 3.7%.
- Bank of JapanRAISES RATES INJapan
The Bank of Japan raises interest rates in Japan.
- BitcoinDEPENDS ONBank of Japan
Bitcoin funding pressure remains conditional on the policy outlook of the Bank of Japan.
- Bank of EnglandCOMPARES RATES WITHBank of Japan
The Bank of England’s September 2026 rate of 3.75% is compared with the Bank of Japan’s September 2026 rate of 1.25%
- BloombergSURVEY EXPECTSBank of Japan
In a Bloomberg survey 83% of economists expect the Bank of Japan to hike rates from 1.25% that month
- Federal ReserveINVOLVESBank of Japan
Fed Week involves the Bank of Japan.
- Bank of JapanREPORTSIsrael
The Times of Israel reported that potential sanctions could extend into Israel
- Bank of JapanSET TONE FORBitcoin
Bank of Japan’s guidance on future hikes could set the tone for Bitcoin.
- ReutersREPORTSBank of Japan
Reuters reports that Bank of Japan is expected to hike rates in December.
- Bank of JapanINFLUENCESBitcoin
Bank of Japan influences Bitcoin.
- Marcel ThieliantEXPECTSBank of Japan
Marcel Thieliant expects Bank of Japan to hold policy rate but remain wary of inflation risks.
Relations are facts Graphiti extracted from reports, not verbatim quotes. An end date means later reporting showed the relation no longer holds.
Events 7
- Bank of Japan Holds Rates, Closing a Week Where Every Dissent Called for a Hike1 cited report · 2026-10-30
- Japan’s services inflation split complicates the BOJ outlook before Friday’s decision1 cited report · 2026-10-28
- Crypto Heads Into Fed Week With a Warning Sign in the Stablecoin Data1 cited report · 2026-10-27
- Business Daily1 cited report · 2026-10-27
- Why Bank of England Hawks Are Gaining Ground as Inflation Heads Above 4%1 cited report · 2026-10-26
- Goldman Sachs Names One Trade to Hedge an AI Market Shock1 cited report · 2026-10-26
- Netanyahu floats use of blockchain as solution to potential financial sanctions1 cited report · 2026-10-25
Source reports 11
- BOJ will more than double stock-fund sales from JanuaryCryptoSlate · 2026-10-31
- Bank of Japan Holds Rates, Closing a Week Where Every Dissent Called for a HikeBeInCrypto · 2026-10-30
- Japan’s services inflation split complicates the BOJ outlook before Friday’s decisionCryptoSlate · 2026-10-28
- UTXO’s Duke Waldrop: Bank of Japan “Liquidity Shock” Could Impact BitcoinBitcoin Magazine · 2026-10-27
- Crypto Heads Into Fed Week With a Warning Sign in the Stablecoin DataBeInCrypto · 2026-10-27
- Business DailyBBC Business · 2026-10-27
- Why Bank of England Hawks Are Gaining Ground as Inflation Heads Above 4%BeInCrypto · 2026-10-26
- Goldman Sachs Names One Trade to Hedge an AI Market ShockBeInCrypto · 2026-10-26
- Fed Week Puts Stocks, Bitcoin, and DXY on Collision Course Before $11 Billion ExpiryBeInCrypto · 2026-10-26
- Netanyahu floats use of blockchain as solution to potential financial sanctionsCointelegraph · 2026-10-25
- Bitcoin Faces 2 December Rate Hikes as Japan’s Inflation Clears the BOJ’s TargetBeInCrypto · 2026-10-23