2月6日消息，在全球宏观环境趋紧的背景下，日本央行内部再度释放鹰派信号，市场对提前加息的预期快速升温。这一动向被认为可能进一步压制高风险资产走势，也为本就承压的加密货币市场增添新的不确定性。
据彭博社报道，日本央行董事会成员益和幸表示，为完成货币政策正常化进程，有必要继续上调基准利率，以应对通胀压力。他强调，将通胀控制在2%目标附近仍是核心任务。这番表态强化了市场对日本央行立场偏紧的判断，也引发关于最早4月再次加息的猜测。
隔夜指数掉期市场定价显示，投资者认为日本央行在4月加息的概率已升至约74%。而该行下一次利率决议将在3月19日公布。去年12月的加息曾对全球风险资产产生连锁冲击，如今再度释放收紧信号，被视为对加密市场不利的宏观因素之一。
在比特币大幅回调的同时，持有大量数字资产的上市公司股价同样遭受重创。Strategy的MSTR股价已从去年7月的高位大幅回落至100美元附近，刷新阶段低点。BitMine也面临巨额未实现亏损，账面压力持续放大。
今年以来，比特币价格累计下跌近20%。此外，特朗普提名Kevin Warsh出任美联储新主席的消息，也被解读为可能推动美国缩减资产负债表规模，进一步收紧流动性环境。
在多重宏观因素叠加之下，加密市场正面临更复杂的外部环境。对于关注比特币价格走势、宏观利率变化以及企业持仓风险的投资者而言，日本央行的政策路径或将成为影响市场情绪的重要变量。
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