BlockBeats 消息，3 月 11 日，据 Coindesk 报道，日本机构活动和日元的过度持仓可能限制日元的涨幅，从而为纳斯达克和比特币的反弹创造机会。这可能为包括比特币（BTC）在内的风险资产带来一定缓解。
纳斯达克和比特币最近的下跌，恰逢日本国债收益率的急剧上升和避险资产 日元（JPY）的走强，这与去年 8 月初 的市场动态相似。这里可能存在某种因果关系。几十年来，低收益率的日元支撑了全球资产价格的上涨。近期日元的持续走强可能在一定程度上引发了华尔街和加密市场的避险情绪。
根据 CFTC（美国商品期货交易委员会）通过 MacroMicro 追踪的数据，投机者在上周持有的日元多头头寸创下历史新高，表明市场普遍相信日元将进一步升值。然而，这种极端的看涨持仓可能引发市场失望，导致多头大规模平仓，从而推动日元快速回调。
换句话说，日元的升值可能会暂时停滞，为纳斯达克和比特币等风险资产带来喘息的机会。
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