韭菜自我觉醒
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How is Japan's interest rate hike 'sucking dry' the liquidity of U.S. stocks and Bitcoin?
The market is always focused on the Federal Reserve, yet repeatedly caught off guard by Japan's 'sneak attacks'.
The past two times have already been repeatedly verified:
👉 The real factors affecting the fluctuations of the Nasdaq and Bitcoin are not the United States, but Japan.
There is only one reason:
Japan is the source of the lowest cost funds in the world.
When Japan raises interest rates, what really happens is not an 'interest rate hike',
But rather—
The yen carry trade (JPY Carry Trade) begins to reverse.
Once this chain breaks:
Yen appreciation
Arbitrage funds are forced to return to the balance sheet
Overvalued U.S. stocks & BTC come under pressure simultaneously
Liquidity suddenly thins out
History has already provided two clear demonstrations:
The past two times have already been repeatedly verified:
👉 The real factors affecting the fluctuations of the Nasdaq and Bitcoin are not the United States, but Japan.
There is only one reason:
Japan is the source of the lowest cost funds in the world.
When Japan raises interest rates, what really happens is not an 'interest rate hike',
But rather—
The yen carry trade (JPY Carry Trade) begins to reverse.
Once this chain breaks:
Yen appreciation
Arbitrage funds are forced to return to the balance sheet
Overvalued U.S. stocks & BTC come under pressure simultaneously
Liquidity suddenly thins out
History has already provided two clear demonstrations:
See original
The appraisal is complete, it's Brother Sun's trading strategy
This is how it's done in the crypto world, and stocks are played like this too
You should listen to Brother Sun's words, but don't buy Brother Sun coins
If you must buy, then you can only buy trx
Once again trapped at ⛰️#孙宇晨诈骗
This is how it's done in the crypto world, and stocks are played like this too
You should listen to Brother Sun's words, but don't buy Brother Sun coins
If you must buy, then you can only buy trx
Once again trapped at ⛰️#孙宇晨诈骗
See original
$HASHKEY won 400 shares,
theoretical profit +44 HKD,
financing cost -100 HKD,
actual result: net loss 56 HKD 🤡
Successfully experienced what it means to——
the worst-performing Hong Kong stock IPO recently.
theoretical profit +44 HKD,
financing cost -100 HKD,
actual result: net loss 56 HKD 🤡
Successfully experienced what it means to——
the worst-performing Hong Kong stock IPO recently.
See original
November CPI in the U.S. on the 18th, Bank of Japan announces interest rate decision on the 19th
Market volatility is high, recommend low leverage and mainly low entry
The impact of the Bank of Japan's interest rate hike is not on Japanese stocks, but on the Nasdaq and BTC.
The core issue is not the interest rate, but the reversal of yen arbitrage trading:
Interest rate hike in Japan → Strengthening of the yen (USD/JPY down) → Funds borrowing yen to buy U.S. stocks and BTC are forced to liquidate → Global risk asset volatility amplifies.#日本加息
Market volatility is high, recommend low leverage and mainly low entry
The impact of the Bank of Japan's interest rate hike is not on Japanese stocks, but on the Nasdaq and BTC.
The core issue is not the interest rate, but the reversal of yen arbitrage trading:
Interest rate hike in Japan → Strengthening of the yen (USD/JPY down) → Funds borrowing yen to buy U.S. stocks and BTC are forced to liquidate → Global risk asset volatility amplifies.#日本加息
See original
$CIRCLE has a clear correlation with the trend of Bitcoin,
and BTC often leads the way.
In practice, using Bitcoin's candlestick chart to judge the rhythm of $CIRCLE,
serves as a good reference for entry and exit timing.
and BTC often leads the way.
In practice, using Bitcoin's candlestick chart to judge the rhythm of $CIRCLE,
serves as a good reference for entry and exit timing.
See original
Tesla's pre-market performance is a bit exaggerated.
Either it will directly hit a new high, or it will open high and then fall.
I tend to favor the former.
The reason is simple:
Tesla has already launched road tests for its Robotaxi without safety drivers,
true autonomous driving may really be on the way.
Either it will directly hit a new high, or it will open high and then fall.
I tend to favor the former.
The reason is simple:
Tesla has already launched road tests for its Robotaxi without safety drivers,
true autonomous driving may really be on the way.
See original
Sister Wood is expressing her stance with real money.
ARKF continues to increase its position in $CRCL, which has risen to its 10th largest holding, with a weight of 3.84%, and the stock price is approximately $83.
📈 Continuous purchases in the last two days:
• 11/18 added $1.0M (+3.45%)
• 11/19 added another $1.6M (+5.50%)
ARKF's choice is very clear:
Payments + stablecoins + blockchain infrastructure are the core tracks for the next stage.
ARKF continues to increase its position in $CRCL, which has risen to its 10th largest holding, with a weight of 3.84%, and the stock price is approximately $83.
📈 Continuous purchases in the last two days:
• 11/18 added $1.0M (+3.45%)
• 11/19 added another $1.6M (+5.50%)
ARKF's choice is very clear:
Payments + stablecoins + blockchain infrastructure are the core tracks for the next stage.
See original
$RAVE is actually going to break even
See original
The biggest resistance to TSLA reaching new highs is not the fundamentals, but ARK.
Every time it approaches a new high, ARK is selling, citing the reason "single holdings ≤ 10%".
But the market knows: this rule was canceled in March.
The rule is old, but the selling pressure is real.
Only when ARK completes its reduction or stops selling publicly will this resistance truly disappear.
Every time it approaches a new high, ARK is selling, citing the reason "single holdings ≤ 10%".
But the market knows: this rule was canceled in March.
The rule is old, but the selling pressure is real.
Only when ARK completes its reduction or stops selling publicly will this resistance truly disappear.
See original
In the past two days, I listened to two interviews with Duan Yongping and gained a lot:
1️⃣ Being a long-term value investor
2️⃣ Not complaining about the environment, but looking for problems within oneself
3️⃣ Doing what you truly like and are willing to invest in long-term
4️⃣ Being honest and only walking with people who share the same values
This time he focused on Moutai, possibly related to the recent significant drop in Moutai's stock.
After all, he holds about 280 billion worth of Moutai stocks, and it's hard to completely ignore market sentiment and valuation changes.
The main reason for returning home is still family—his mother is getting older.
Another interesting observation:
Children of parents who are teachers often have stronger business judgment and long-term thinking.
SOL水上了 继续加油
1️⃣ Being a long-term value investor
2️⃣ Not complaining about the environment, but looking for problems within oneself
3️⃣ Doing what you truly like and are willing to invest in long-term
4️⃣ Being honest and only walking with people who share the same values
This time he focused on Moutai, possibly related to the recent significant drop in Moutai's stock.
After all, he holds about 280 billion worth of Moutai stocks, and it's hard to completely ignore market sentiment and valuation changes.
The main reason for returning home is still family—his mother is getting older.
Another interesting observation:
Children of parents who are teachers often have stronger business judgment and long-term thinking.
SOL水上了 继续加油
B
SOLUSDT
Perp
Closed
PNL
+18.43USDT
See original
$RAVE I just opened 2000u and lost nearly half
Reviewed it again
Main reasons: chased high at opening without stopping profit
Inducing factors
1. Before the contract opened, Binance alpha showed a market value of 0.2 billion, after opening it showed 1.2 billion, thought the market value was low so I chased it, Binance alpha market value shows there is a bug, I have been tricked by this issue several times
2. High open and low close, high funding rate induces long positions, if the first settlement period funding rate reaches -2, it will enter a 1-hour settlement period, the market maker intentionally flattens the funding rate before settlement. A common tactic, suspected to be an old scammer
3. The first star project after the sister's ascension also cooperated with aster, it is a severe volatility, a severe cut, I estimate the project party does not intend to require margin anymore.
Reviewed it again
Main reasons: chased high at opening without stopping profit
Inducing factors
1. Before the contract opened, Binance alpha showed a market value of 0.2 billion, after opening it showed 1.2 billion, thought the market value was low so I chased it, Binance alpha market value shows there is a bug, I have been tricked by this issue several times
2. High open and low close, high funding rate induces long positions, if the first settlement period funding rate reaches -2, it will enter a 1-hour settlement period, the market maker intentionally flattens the funding rate before settlement. A common tactic, suspected to be an old scammer
3. The first star project after the sister's ascension also cooperated with aster, it is a severe volatility, a severe cut, I estimate the project party does not intend to require margin anymore.
See original
$RAVE Can the market value be modified back and forth?
The market value before the contract goes live is 20 million
After the contract goes live, it changes to 120 million
Absolutely absolutely really absolutely
The market value before the contract goes live is 20 million
After the contract goes live, it changes to 120 million
Absolutely absolutely really absolutely
Trading Marks
2 trades
ASTERUSDT
See original
$SUI Observed that SUI is very strong
and there are future expectations for ETF approval
Stop loss at 1.3, take profit follows this wave of Bitcoin pullback
and there are future expectations for ETF approval
Stop loss at 1.3, take profit follows this wave of Bitcoin pullback
B
SUIUSDT
Perp
Closed
PNL
-12.27%
See original
130 is a dense trading zone strong support if it breaks it will rush to 120 scared of being pierced so I placed it at 127 124
$SOL 127 124 hung up low order
Target price 165
Target price 165
See original
$SOL 127 124 hung up low order
Target price 165
Target price 165
B
SOLUSDT
Perp
Closed
PNL
+0.57%
See original
$FOLKS Today, based on the IO indicators, I made a short position and the profit is very comfortable.
Trading Marks
3 trades
FOLKSUSDT
See original
#CRCL
I believe that the future increase of CRCL will surpass most mainstream coins.
Currently, CRCL has an issuance scale of 80 billion USDC and will reach 1 trillion in the future.
Net profit calculated at 2% will also be 20 billion. If calculated at a PE of 20,
the future market value will reach 400 billion, while the current market value is only 20 billion.
Conservatively, there is still a 20-fold space.
I believe that the future increase of CRCL will surpass most mainstream coins.
Currently, CRCL has an issuance scale of 80 billion USDC and will reach 1 trillion in the future.
Net profit calculated at 2% will also be 20 billion. If calculated at a PE of 20,
the future market value will reach 400 billion, while the current market value is only 20 billion.
Conservatively, there is still a 20-fold space.
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