Is the alert for interest rate hikes by the Bank of Japan on 12.19 lifted? After the negative news has been fully digested, is the year-end market about to start? #FederalReserveRateCut
Do you remember the last time the Bank of Japan raised interest rates, when Bitcoin plunged 23% in a single day? But this time, the script is likely to completely reverse – the market has already priced in expectations, and key arbitrage positions have been adjusted, significantly reducing the probability of panic selling! #CryptoMarketWatch
The core logic is actually quite simple:
1. Speculators have already positioned themselves for a long yen, with no real motivation for a "sudden liquidation";
2. The yield curve for government bonds had already been rising, and the impact of the rate hike has been slowly diluted over time;
3. The recent easing signals from the Federal Reserve just happen to provide critical liquidity buffers for the market.
When even the most hawkish expectations have been priced in by the market, the real moment we wait for when the "shoe drops" may actually become a turning point for the market. After all, what the market fears most is never the certainty of negative news, but the uncertainty that cannot be grasped! #EcologicalTokensRally
Smart money has already quietly taken action! In the macro negative phase, as the market sentiment slowly recovers, those highly volatile narrative assets often emerge first to lead the rally! Which sectors do you think will become the core main line of the year-end market? Tap on my profile to follow me, and I will continue to track market dynamics and capture opportunities together!
