$ETH 🔥🔥🔥Interest rate hike lands, the Bank of Japan has raised the benchmark interest rate by 25 basis points to 0.75% as scheduled, reaching a new high in 30 years. However, the true turning point for the market lies in the governor's clear signal of 'at least a six-month wait for the next rate hike,' completely shattering concerns of sustained tightening. The biggest negative for global risk assets that had been hanging over has officially dissipated, and the long-suppressed market sentiment is now entering a release window.

For decades, the yen has been the core funding currency for carry trades, and its interest rate changes profoundly affect global liquidity. This rate hike marks the gradual end of the easing era, but the current interest rate differential between Japan and the U.S. still exists, and the risk of large-scale carry trade unwinding has already been digested by the market in advance. More critically, the Federal Reserve's balance sheet expansion policy has provided a buffer for global liquidity, further weakening the impact effect.

The market narrative is shifting from 'hedging' to 'growth,' and the last barrier to a bull market has disappeared. Mainstream cryptocurrencies like Bitcoin have reacted first, quickly surging to around $87,000 after the rate hike, confirming the logic of liquidity returning. Smart money never waits for a consensus; now is the opportune moment to position — mainstream assets are the definite engine for liquidity recovery, while well-adjusted quality targets are likely to release spring-like elastic potential. A historic turning point has arrived, and decisive action is necessary to seize the benefits of the new market cycle. #日本加息 #牛回速归