Ô trem bão: a tal da Sanae Takaichi foi escolhida pra chefiar o Japão e já tá mexendo com os rumo da política e da economia por lá. O povo do Partido Liberal Democrata ganhou de lavada e agora tem folga pra tocar as reforma que tavam enroladas fazia tempo.
Logo de cara, o mercado deu sinal: o índice Nikkei 225 subiu mais de 3% e bateu recorde, e o Bitcoin também deu uma esticada de quase 5% contra o iene. O pessoal chama isso de “Takaichi trade”, e é como se fosse um recado de que vem mudança grande na economia japonesa.
Analysts are saying that, by combining fiscal stimulus, tax cuts, and more modern regulations, the environment becomes more favorable for risk investments, like cryptocurrencies. And one of her priorities is to specifically address crypto taxation: today, Japan imposes up to 55% tax on gains, but the idea is to lower it to a fixed 20% and also allow for loss offsets, similar to what happens in other markets.
If this goes ahead, Japan enters the race with Hong Kong and Singapore, which are competing for space in this sector. There is even a proposal to treat some cryptos as financial products, which would pave the way for a crypto ETF there.
With the victory, her party secured more than 300 seats in the Chamber, ensuring political stability. For those involved in crypto, this means less uncertainty and more predictability. The government is also keeping an eye on a stablecoin tied to the yen and asset tokenization, a topic that may gain traction now.
Of course, not everything is rosy: some people believe that such stimulus could weaken the yen and disrupt the exchange rate, in addition to attracting capital to Japanese bonds and causing turbulence in other markets. But overall, for the crypto sector, the balance is positive.
In summary: with tax cuts, stability, and a green light for innovation, Japan could become a global reference in digital assets as early as 2026.
