Recent signals in the global financial markets are somewhat unusual and worth paying attention to. The Bank of Japan suddenly shifted to a hawkish stance, and the era of thirty years of negative interest rates may be coming to an end. Almost simultaneously, a company affiliated with Warren Buffett was reported to have built a bond position worth hundreds of billions of yen. What is this old fox preparing for? Additionally, Russia’s second-largest bank has begun opening Bitcoin purchasing channels to the general public, indicating that the fences around traditional finance are gradually loosening.

These events seem independent, but when viewed together, a pattern emerges — the cheap yen that supports global arbitrage may be tightening, and channels between large funds like Buffett’s and new assets like Bitcoin are being opened up. In other words, global capital may be quietly reshaping itself.

As the old arbitrage models begin to fail and crypto assets gain more legitimate entry points and favor from traditional capital, could this be the prelude to the next market style shift? Should your holdings strategy also keep pace with this undercurrent?