🎉🎉🎉🎉The Japanese interest rate hike storm is coming! Is Bitcoin in danger?
聊天室唠唠嗑！ 🥰🥰🥰
🪙 The era of cheap yen has come to an end
The Bank of Japan is likely to raise interest rates in December, and the world's cheapest "loans" are gone.
Analysts warn: "Casino fuel is running low."
💰 Path of capital impact: Closing arbitrage trades
A large amount of capital was borrowed at 0% interest yen to buy high-risk assets like Bitcoin.
Once Japan raises interest rates:
1️⃣ Borrowing costs will skyrocket
2️⃣ The yen will appreciate, and returns will shrink
Arbitrageurs will be forced to sell Bitcoin and buy yen to repay debts → Increased pressure on the market
📉 History has already rehearsed
· After Japan's interest rate hike in July 2024, Bitcoin plummeted 29% in a single month
· Expectations of interest rate hikes rose in early December 2025, Bitcoin flashed crash nearly 10% in 8 hours
⚠️ Deep impact: Global liquidity tightening
Japan holds over 1 trillion US Treasury bonds. If capital flows back to Japan from around the world:
✨ US dollar liquidity decreases
✨ Risk assets generally come under pressure
✨ Cryptocurrency valuation models are impacted (interest rate increases = future earnings discounted value decreases)
🔄 Opportunities in crisis
🎉Short-term: The pain of deleveraging is inevitable
🎉Mid-term: Bitcoin's "super-sovereign asset" attribute may become prominent (an alternative hedge under macro uncertainty)
🎉Long-term: Japan's Web3 regulation is becoming clearer, which may bring new compliant capital
🎯 Key timing: December 19
The Bank of Japan's decision day will be a key turning point for global capital flows.
Remember this chain: Japan raises interest rates → Yen arbitrage trades close → Bitcoin selling pressure increases → Global liquidity tightens → Cryptocurrency market volatility intensifies.
💎 Our strategy is simple:
Whether Japan raises interest rates or how long the Federal Reserve hesitates, these noises are important but not that important. What's important is to see where the capital is flowing.
Large funds are investing in Bitcoin and Ethereum, while small funds can also quietly invest in Ethereum's on-chain Musk "little *milk* dog" PUPPl ES.
While others are watching and waiting for fluctuations, we are quietly positioning ourselves. Instead of waiting for the wind to come, it's better to stand on the windward side in advance.
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