Lower interest rates mean that the 'opportunity cost of cash decreases', and many institutions will reassess their asset allocation. Bitcoin is often seen as a 'risk-like asset + digital gold', which usually receives more attention during loose monetary policy phases. In the short term, volatility may increase; in the medium to long term, an improved liquidity environment is favorable for sustaining a bull market. Operation suggestion: focus on BTC/ETH for the main position, strictly control contract leverage, prioritize spot trading, and avoid chasing high positions before and after interest rate decisions.
Locking ZEC in a Box: How to Contract in the 329–426 Range? Now I view this segment of ZEC more as a 'price box':
Overall fluctuating box: 329–426 range; Lower half of the box 329–345, mainly watching for bullish follow-up; Upper half of the box 392–426, mainly watching for bearish defense.
In practice: Close to 330–345, if there is significant stabilization, it is the range to test long positions; If it goes up to 390–420, and if several consecutive candles fail to rise, it is primarily a place to reduce positions. The goal at this stage is: to repeatedly capture swings within the box, rather than betting on a one-sided trend.
Industry sector impact: • Yen interest rate hike = global carry trade costs increase, cross-border leveraged funds prioritize cutting high beta sectors: • Copycat mainstream (SOL, L2, popular public chains) • On-chain high-leverage yield products • Relatively resilient: • BTC narrative, tracks deeply tied to mainstream institutional funds (BTC L2, RWA, ETF concepts) My trading preference: avoid chasing highs and selling lows, look for mainstream spot opportunities during panic. What do you think?
From "Yen carry" to BTC: the line that is being pulled In the past decade, much global capital has been: borrowing cheap yen → exchanging for dollars or stablecoins → investing in US stocks, bonds, and even crypto. This is the "Yen carry trade." Now Japan is preparing to raise interest rates: 1. Financing costs rise: some funds need to offload risk assets to repay yen; 2. Volatility increases: traditional markets shake first, crypto often amplifies the reaction; 3. BTC's positioning is questioned again: is it a high-risk tech stock derivative, or a "hedge asset under global liquidity tightening"?
My BTC forecast: • Short-term: rising volatility, large bearish and bullish candles will increase, the range of 85K–100K may be tested back and forth. • Medium to long-term: if the world enters "high interest rates + high uncertainty," BTC's monetary properties may be repriced.
In segmented sectors: • The most impacted: high leverage, storytelling but no cash flow sectors; • Storytelling by leveraging: BTC narrative, quality stablecoins, RWA/fixed income projects linked to real interest rates.
Macro events are just the fuse; what really determines yields is still position and rhythm. Are you prepared to reduce positions for a pullback or to bottom-fish?
Hassett is coming, and the Federal Reserve may become 'Quantitative Money Printer 2.0'
Imagine this: A person who believes that 'not lowering interest rates now is simply ridiculous,' A person who thinks that 'the current interest rates are choking off employment and growth.' Suddenly sitting in the highest position of the Federal Reserve. it's like throwing a 'rate-cutting radical + crypto-friendly person' into the world's strongest money printing machine and saying: Brother, just go wild. He once participated in the White House digital assets group, helping to give crypto a bit more room, and publicly praised Bitcoin for 'rewriting the financial rules.' Additionally: QT has ended; Future QE is expected to restart; interest rate targets could be cut below 3%.
Is the rebound opportunity after ETH's plunge? ETH's recent plunge has caused panic among many investors, but for long-term investors, this is the opportunity to buy at a lower price. The price fell from $3000 to the $2700 range, and market sentiment has turned pessimistic, making it a good time to buy at a low. With the Fusaka upgrade approaching, ETH's value is expected to increase further. In the short term, ETH is expected to challenge the resistance level of $3200, while the long-term target looks towards $3500. If you are confident, the layout opportunity in this price range is worth paying attention to. #ETH巨鲸增持 #币安区块链周
Vanguard announced that starting tomorrow, it will allow customers to trade cryptocurrency ETFs and mutual funds on its brokerage platform. This decision marks a significant shift in Vanguard's attitude towards cryptocurrency. Previously, Vanguard maintained a conservative stance and avoided involvement with crypto assets. However, with the rapid development of the cryptocurrency market, Vanguard has finally chosen to adapt to market demands and provide customers with the opportunity to trade cryptocurrencies.
Vanguard's brokerage and investment head Andrew Kadjeski stated that over the past few years, cryptocurrency ETFs and funds have demonstrated resilience during market volatility, meeting investors' needs. Thus, the company has decided to offer these investment products on its platform. Nevertheless, Vanguard emphasizes that it will not support speculative products, especially those cryptocurrency funds that have not been approved by the U.S. Securities and Exchange Commission (SEC).
For Vanguard's customers, this means they will be able to invest in regulated cryptocurrency funds through the platform, such as Bitcoin and Ethereum ETFs. This policy shift indicates that cryptocurrency is becoming a legitimate investment tool and is gradually being accepted by mainstream institutions. Vanguard's actions may provide a reference for other conservative institutions, promoting further development across the industry #加密市场观察 #BinanceBlockchainWeek $BNB $XRP
During the day, work for the boss, and at night, work for yourself. For ordinary people, it's not necessary to go All in, it's more like a "seriously managed side job": find low-risk arbitrage opportunities, invest the earnings in quality assets, and gradually compound. Don't fantasize about getting rich overnight, being able to steadily achieve an annualized return of around 10%, a year producing an additional salary is actually very happy #加密市场观察 $BTC
#ETH巨鲸增持 dropped to 2600, who took away the plate? Recently, the price of Ethereum plummeted to around $2,600, and everyone is asking if it will return to $2,000. As it turns out, on-chain data shows that a large holder purchased about 323,523 ETH during this round of decline, totaling nearly $1.12 billion. The price has indeed dropped, but the chips have shifted from 'panic sellers' to 'strategic buyers'. Sometimes the market hasn't collapsed; it's just that the chips have changed hands. $ETH
Afternoon #Real trading open a position: SOL contract long Entry price: 128, position 20% Stop loss: If it breaks 110, I will cut it, not stubborn to myself. Publishing it is like putting a tight spell on myself, it's not about taking the order, whether to follow or not is your own business #加密市场观察 #SolanaUSTD #带单实录