{"id":244350,"date":"2026-10-27T13:12:45","date_gmt":"2026-10-27T13:12:45","guid":{"rendered":"https:\/\/mycryptomania.com\/?p=244350"},"modified":"2026-10-27T13:12:45","modified_gmt":"2026-10-27T13:12:45","slug":"utxos-duke-waldrop-bank-of-japan-liquidity-shock-could-impact-bitcoin","status":"publish","type":"post","link":"https:\/\/mycryptomania.com\/?p=244350","title":{"rendered":"UTXO\u2019s Duke Waldrop: Bank of Japan \u201cLiquidity Shock\u201d Could Impact Bitcoin"},"content":{"rendered":"
\u25b6<\/span><\/a><\/div>\n

Bitcoin Magazine<\/a><\/p>\n

UTXO\u2019s Duke Waldrop: Bank of Japan \u201cLiquidity Shock\u201d Could Impact Bitcoin<\/a><\/p>\n

<\/div>\n

Bitcoin fell to $79K this weekend, and this week both the Fed and the Bank of Japan decide on rates. Duke Waldrop, Head of Asia Markets at UTXO Management, joins Grace Remington and Sean Hagan to explain why a yen repricing hits Bitcoin first: macro funds with yen-denominated liabilities become forced sellers, and Bitcoin\u2019s 24\/7 liquidity is where they find the exit. He also breaks down why Metaplanet is trading below the value of its own Bitcoin, why possible removal from MSCI indexes on November 30 doesn\u2019t change the thesis, and why the bet is on the Tokyo team\u2019s execution.<\/p>\n

Chapters:
0:00 Bitcoin at $79K, Fed and Bank of Japan Decisions, and Metaplanet Below NAV
0:29 How Asian Investors Are Learning the Treasury Playbook
1:16 The Yen Carry Trade and Why Bitcoin Sees the Liquidity Shock First
2:12 Who Sells First If the Bank of Japan Surprises: Overleveraged Macro Funds
2:58 Metaplanet\u2019s Nasdaq Route Through Super League and the Second Liquidity Pool
3:46 Why Metaplanet Trades Below Its Bitcoin: Bitcoin Per Share Is the Metric
4:30 Asia Is \u201cWay Behind\u201d on Bitcoin Preferreds
5:32 MSCI Removal on November 30: Why It Changes Nothing Fundamental
6:57 Balance Sheet Caps, Delisting and Moon Inc.
8:45 Thailand, Astra\u2019s Cash-Flow Model, Capital Group\u2019s 11% and \u201cThe Moon, a Million\u201d<\/p>\n

This video is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any securities. Past performance is not indicative of future results. Investments in digital assets involve significant risk and may result in loss of capital. Both UTXO Management and BTC Inc., producer of BMTV, are owned by Nakamoto Inc. (NASDAQ: NAKA)<\/p>\n

DISCLAIMER: The views and opinions expressed in this show are those of the participants and do not necessarily reflect the official policy or position of BTC Inc., Bitcoin Magazine, or any affiliated entities. This content is provided for informational and educational purposes only and should not be construed as investment, legal, tax, or accounting advice. Nothing contained in this show constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or financial instruments. Viewers should consult their own advisors before making financial or business decisions.<\/p>\n

This post UTXO\u2019s Duke Waldrop: Bank of Japan \u201cLiquidity Shock\u201d Could Impact Bitcoin<\/a> first appeared on Bitcoin Magazine<\/a> and is written by Patrick Green<\/a>.<\/p>","protected":false},"excerpt":{"rendered":"

\u25b6 Bitcoin Magazine UTXO\u2019s Duke Waldrop: Bank of Japan \u201cLiquidity Shock\u201d Could Impact Bitcoin Bitcoin fell to $79K this weekend, and this week both the Fed and the Bank of Japan decide on rates. Duke Waldrop, Head of Asia Markets at UTXO Management, joins Grace Remington and Sean Hagan to explain why a yen repricing […]<\/p>\n","protected":false},"author":0,"featured_media":244351,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[4],"tags":[],"class_list":["post-244350","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-discovery"],"_links":{"self":[{"href":"https:\/\/mycryptomania.com\/index.php?rest_route=\/wp\/v2\/posts\/244350"}],"collection":[{"href":"https:\/\/mycryptomania.com\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/mycryptomania.com\/index.php?rest_route=\/wp\/v2\/types\/post"}],"replies":[{"embeddable":true,"href":"https:\/\/mycryptomania.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=244350"}],"version-history":[{"count":0,"href":"https:\/\/mycryptomania.com\/index.php?rest_route=\/wp\/v2\/posts\/244350\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/mycryptomania.com\/index.php?rest_route=\/wp\/v2\/media\/244351"}],"wp:attachment":[{"href":"https:\/\/mycryptomania.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=244350"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/mycryptomania.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=244350"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/mycryptomania.com\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=244350"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}