PANews 6月21日消息，BitMEX聯合創始人Arthur Hayes發文稱，日本第五大銀行農林中央金庫（Norinchukin Bank）近日宣布將出售價值630億美元的美國和歐洲債券。這預示著其他日本銀行可能效仿，總計拋售高達4,500億美元的美債。
PANews reported on June 21, by Arthur Hayes, founder of BitMEX, that the Norinchukin Bank, the fifth largest bank in Japan, has announced that US and European bonds worth $63 billion will be sold in the near future. This suggests that other Japanese banks might follow suit, selling up to $45 billion in US debt.
Hayes指出，日本銀行大舉拋售美債的原因在於美日利差急劇擴大，導致持有美債的外匯對沖成本大幅上升，持有這些債券已經開始虧損。而在大選年，美國財長Yellen很可能會要求日本央行透過聯準會的FIMA回購工具來吸收這些拋售的債券，避免美債殖利率大幅上行、引發金融市場動盪。
Hayes points out that the reason for the Bank’s massive sale of US debt is the sharp increase in the US-Japan spread, which has led to a sharp rise in foreign-reciprocal costs of holding US debt, which has already begun to lose. In the course of the election year, US Treasury President Yellen is likely to ask the Central Bank of Japan to buy back through the FIMA of the Union to absorb these sold bonds and to avoid a sharp upturn in US interest rates, triggering financial market swings.
Hayes認為，如果聯準會大規模印鈔回購日本拋售的美債，將為加密貨幣市場帶來新一輪美元流動性，助推新一輪加密貨幣牛市。他表示，為了維持目前以美元為基礎的金融體系，美元供應必須增加，這無疑將推高包括比特幣在內的加密資產價格。
Hayes argues that if the United States dollar, which was sold in Japan, were to be repurchased on a large scale by the Union, it would bring a new round of dollar movements to the encrypt currency market and help to promote a new round of encrypted currency cattle. He argues that, in order to maintain the current dollar-based financial system, the dollar supply would have to increase, which would undoubtedly push up the price of the encrypted property, including the bitcoin.
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