Key Notes
- CZ and Kiyosaki say fear in the market is the time to buy, not panic.
- Japan’s carry trade is collapsing, pushing investors toward Bitcoin.
- Bitcoin’s measurements show the market entering a stable “calm equilibrium.” .
Two of the loudest voices in global finance have just delivered the same message: buy when the market is worried. Binance founder Changpeng Zhao, also known as CZ, said it is better to accumulate when fear peaks rather than chasing greed-driven rallies.
Unpopular opinion, but it is better to sell when there is maximum greed, and buy when there is maximum fear. 🤷♂️
– CZ 🔶BNB (@cz_binance) November 29, 2025
Around the same time, Robert Kiyosaki, the author of Rich Dad, Poor Dad, warned that Japan’s carry trade, one of the biggest unseen forces behind asset inflation, had collapsed, calling for Bitcoin, Ethereum, gold and silver as protection.
The comments come as the Fear and Greed Index reads 20, indicating fear in the crypto market. Meanwhile, Bitcoin’s internal metrics show the market sliding toward what analysts call a “quiet equilibrium.”
The collapse of the carry trade in Japan
For three decades, the cheap Japanese yen served as the world’s hidden leverage engine. Institutions borrowed almost 0% from Japan and invested that capital in risky assets around the world, in US stocks, European bonds, emerging markets and even cryptocurrencies. This long-standing structure is breaking down.
Rate hikes from the Bank of Japan pushed government bond yields above 1.7%, a level not seen since 2008. As borrowing costs rose, the foundations of the carry trade were shattered. Investors now face rising yen debts while their foreign asset positions shrink, forcing them to liquidate.
Bitcoin Metrics Show Reset Instead of Outage
Analysts at CryptoQuant have revealed that Bitcoin’s net realized profits and losses are returning towards the zero line after violent spikes. The pattern often shows the end of forced sales and the beginning of a neutral, stable phase. Prices around $90,000 reflect the same equilibrium, that is, buyers and sellers have reached a truce.
BTC NRPL | Source: CryptoQuant
Analysts describe this as the market equilibrium zone, a calm period where investors decide where to invest next. If the NRPL remains above zero, the market begins to build a stronger basis for recovery. A decline towards the negative would confirm the weakness.
Meanwhile, anchored VWAP indicators show undervaluation. Bitcoin has recently fallen below levels linked to key events such as Trump’s election victory and the fourth halving. It appears investors are back in accumulation territory.
following
Disclaimer: Coinspeaker is committed to providing unbiased and transparent reporting. This article is intended to provide accurate and current information, but should not be considered financial or investment advice. Because market conditions can change quickly, we encourage you to verify the information for yourself and consult a professional before making any decisions based on this content.
A crypto journalist with over 5 years of industry experience, Parth has worked with leading media outlets in the crypto and finance world, gaining experience and expertise in the field after surviving both bear and bull markets over the years. Parth is also the author of 4 self-published books.
Parth Dubey on LinkedIn
