加密门徒
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Japan's interest rate hike expectations have collapsed the cryptocurrency market; blindly following the trend and selling coins now will result in significant losses!
Bank of Japan Governor Kazuo Ueda and several committee members have intensively released hawkish signals, with the market expecting an interest rate hike in December or January next year to be almost a foregone conclusion, strengthening the yen and pushing Japan's short-term government bond yields to a sixteen-year high.
1. These remarks have triggered a global stock market and cryptocurrency market crash today. The core reason is not the 'interest rate hike' itself, but the exit from negative interest rates for the first time in 30 years, forcing the global yen arbitrage chain to contract. For over a decade, global funds have borrowed yen at extremely low costs and invested in high-yield assets such as US stocks, tech stocks, gold, BTC, ETH, and SOL, which has been an important 'invisible faucet' for global risk assets.
2. After Japan's interest rate hike, borrowing yen will no longer be cheap, and expectations for the yen's appreciation will increase, putting global yen arbitrage positions at huge risk of losses. Institutions are forced to close positions and sell high-volatility, best-liquid assets to repay yen—thus BTC, ETH, and US tech stocks have become the first to be sold off, and the cryptocurrency market has seen even larger declines due to its 24-hour trading and high leverage characteristics.
3. This crash is essentially a one-time technical shock of 'global deleveraging,' rather than a systemic financial crisis, and does not change the medium-term liquidity direction of the Federal Reserve ending balance sheet reduction in December and entering a rate cut cycle in 2026. In the short term, there may still be a 3-5% inertia drop, but this is emotional short covering. The short-term bottoming structure of BTC has not changed from earlier.
In summary: Japan is only symbolically exiting negative interest rates, and the room for interest rate hikes ahead is limited. In contrast, the United States remains dominant in the cryptocurrency market, with the Federal Reserve still on a path to rate cuts, and the medium to long-term liquidity trend remains upward.
All altcoins in the cryptocurrency market have almost dropped to historical lows, generally positioned at absolute bottom ranges. To sell at this moment due to emotional panic is the most regrettable decision in this round of the big cycle. At this low point, you should at least wait for a rebound before exiting.
#ETH走势分析 #日本加息 #加密市场下跌
$BTC $ETH $SOL
Bank of Japan Governor Kazuo Ueda and several committee members have intensively released hawkish signals, with the market expecting an interest rate hike in December or January next year to be almost a foregone conclusion, strengthening the yen and pushing Japan's short-term government bond yields to a sixteen-year high.
1. These remarks have triggered a global stock market and cryptocurrency market crash today. The core reason is not the 'interest rate hike' itself, but the exit from negative interest rates for the first time in 30 years, forcing the global yen arbitrage chain to contract. For over a decade, global funds have borrowed yen at extremely low costs and invested in high-yield assets such as US stocks, tech stocks, gold, BTC, ETH, and SOL, which has been an important 'invisible faucet' for global risk assets.
2. After Japan's interest rate hike, borrowing yen will no longer be cheap, and expectations for the yen's appreciation will increase, putting global yen arbitrage positions at huge risk of losses. Institutions are forced to close positions and sell high-volatility, best-liquid assets to repay yen—thus BTC, ETH, and US tech stocks have become the first to be sold off, and the cryptocurrency market has seen even larger declines due to its 24-hour trading and high leverage characteristics.
3. This crash is essentially a one-time technical shock of 'global deleveraging,' rather than a systemic financial crisis, and does not change the medium-term liquidity direction of the Federal Reserve ending balance sheet reduction in December and entering a rate cut cycle in 2026. In the short term, there may still be a 3-5% inertia drop, but this is emotional short covering. The short-term bottoming structure of BTC has not changed from earlier.
In summary: Japan is only symbolically exiting negative interest rates, and the room for interest rate hikes ahead is limited. In contrast, the United States remains dominant in the cryptocurrency market, with the Federal Reserve still on a path to rate cuts, and the medium to long-term liquidity trend remains upward.
All altcoins in the cryptocurrency market have almost dropped to historical lows, generally positioned at absolute bottom ranges. To sell at this moment due to emotional panic is the most regrettable decision in this round of the big cycle. At this low point, you should at least wait for a rebound before exiting.
#ETH走势分析 #日本加息 #加密市场下跌
$BTC $ETH $SOL
Disclaimer: Includes third-party opinions. No financial advice. May include sponsored content. See T&Cs.
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