On December 19, the Bank of Japan announced on Friday an interest rate hike of 25 basis points, raising the uncollateralized overnight call rate to 0.75%, the highest level since 1995. The decision was announced after a two-day policy meeting and was passed with a unanimous 9-0 vote, fully in line with market expectations. After the news broke, Bitcoin led the cryptocurrency market in a rebound, briefly rising over 2%.
Accompanying the market rebound, many well-known analysts and traders expressed bullish views immediately, as the market welcomed a long-awaited improvement in sentiment.
Trader Eugene Ng Ah Sio, who had been silent for nearly a month, posted on his personal channel that most altcoins have entered the final stages of decline, stating, "It's time to start making a watchlist and placing buy orders." Meanwhile, mainstream coins may still have room for decline.
Chinese crypto analyst Ban Mu Xia continued his recent bullish outlook, suggesting that Bitcoin's key resistance level lies between $98,600 and $107,000, with $112,500 being a strong resistance level.
Arthur Hayes boldly proclaimed once again: "Don't go against the Bank of Japan; negative real interest rates are their clear policy. The yen will fall to 200 against the dollar, and Bitcoin will rise to one million dollars."
Even the usually "low-key and taciturn" agent Garrett Jin of the "BTC OG insider whale" quickly posted a call: "Bitcoin and ETH will see a surge, with the first target: Bitcoin at $106,000 and Ethereum at $4,500."
Staying true to his consistent style, he remains bullish on crypto: Following the rate hike in Japan, this is the last major negative factor out of the way. For investment rather than trading, it is still the best spot for investment. Next year, the crypto industry will see significant positive factors, especially in crypto policy, interest rate cuts, and financial on-chain developments, which are three decisive factors. If you want to achieve thousands of dollars in returns, you must endure fluctuations of hundreds of dollars, as the winner in the financial market must first overcome human weaknesses. $AT
The next black swan in the cryptocurrency market? The MSCI index will decide on January 15, 2026, whether to exclude Strategy. Analysts point out that if Strategy is ultimately excluded, other indices in the global financial market may follow suit, mainly including: the Nasdaq 100 Index, the CRSP US Total Market Index, and the FTSE Russell Index under the London Stock Exchange Group. JPMorgan estimates that if Strategy is excluded by MSCI, it could face an outflow of about 2.8 billion dollars; if further excluded by other indices, the outflow could rise to about 8.8 billion dollars. Will Strategy be excluded from the MSCI index?
Solana ecosystem x402 concept coin PayAI has rebounded over 107% in a single day, with a market value currently reported at 15.08 million USD and a 24-hour trading volume reaching 1.7 million USD.
Base ecosystem x402 concept coin PING has rebounded over 77% in a single day, with a market value currently reported at 6.9 million USD and a 24-hour trading volume of 500,000 USD.
Previously, news was announced that Solana tweeted about the affiliated Twitter account "x402 on Solana." The account description is "Building solutions with internet-native x402 payment capabilities on Solana." $VIRTUAL
The average daily transfer trading volume of the two major stablecoins, USDT and USDC, is approximately 192 billion USD (90d-sma), which is almost twice the transfer trading volume of the top five cryptocurrencies (around 103 billion USD), indicating that stablecoins are taking on more liquidity and settlement activities.
In addition, the daily transfer trading volume of Tron’s USDT and USDC is about 24.2 billion USD, which is nearly 10 times the transfer trading volume on the XRP chain. $WCT
Release of the Top 10 Predictions for Cryptocurrency in 2026: 1. Bitcoin will break the 4-year cycle and set a new all-time high; 2. Bitcoin's volatility will be lower than Nvidia's; 3. With accelerated institutional demand, ETF purchases will exceed the new supply of Bitcoin, Ethereum, and Solana; 4. Cryptocurrency stocks will outperform tech stocks; 5. Polymarket's open contracts will reach new highs, surpassing the levels of the 2024 elections; 6. Stablecoins will be blamed for disrupting currency stability in emerging markets; 7. On-chain vaults (ETF 2.0) managing assets will double; 8. If the Clarity Act is passed, Ethereum and Solana will set new all-time highs; 9. Half of the Ivy League endowment funds will invest in cryptocurrency; 10. The United States will launch over 100 cryptocurrency-related ETP products. $ETH #加密市场观察
The market is likely to welcome a short-term rebound (commonly referred to as 'mean reversion'), but don't rush to go all in at once; buy in batches, control risks, and be cautious as the trend may continue to decline. 1. What is the current market situation? Liquidation + Emotion: In the past 24 hours, $370 million has been liquidated across the network, mostly involving bullish investors (longs) being forced to close positions, with $135 million in long positions for Bitcoin alone wiped out, and 123,000 traders exiting; the market greed index is only 18, indicating an 'everyone is panicking and selling too aggressively' oversold state, and the leveraged funds have been mostly washed out, giving a strong impetus for a rebound.
The top ten predictions for the cryptocurrency market in 2026 are as follows:
Bitcoin will break the four-year cycle and reach a new all-time high; The volatility of Bitcoin will be lower than Nvidia; ETFs will purchase over 100% of the newly supplied Bitcoin, Ethereum, and Solana, with institutional demand accelerating; Cryptocurrency stocks will outperform tech stocks; Polymarket's open interest will reach an all-time high, surpassing levels during the 2024 U.S. elections; Stablecoins will be blamed for undermining the stability of emerging market currencies; On-chain vaults (also known as "ETF 2") will see their asset management scale double; Ethereum and Solana will reach new all-time highs (if the CLARITY bill passes); Half of Ivy League endowment funds will invest in cryptocurrencies; The U.S. will launch over 100 cryptocurrency-linked ETFs. #巨鲸动向
Additional prediction: The correlation between Bitcoin and stocks will decrease. $ETH
Polymarket shows a 98% chance of the Bank of Japan raising interest rates by 25 basis points in December, while the chance of rates remaining unchanged is 2%.
According to public information, the Bank of Japan plans to announce its rate decision on December 19 (Friday). $SOMI
Analysis of the impact of yen interest rate hikes (Bank of Japan interest rate hikes) on financial markets
Currently (December 16, 2025), the Bank of Japan's (BOJ) policy rate is 0.5%. The market highly expects a 25 basis point hike to 0.75% at this week's (December 18-19) monetary policy meeting, which would be the highest level in 30 years. Economist surveys show a greater than 90% probability of supporting this rate hike, primarily due to persistently high inflation above the 2% target, strong wage growth, and imported inflationary pressures from a weak yen. Although the rate hike may be small (Japanese interest rates remain significantly lower than global levels), its reversal through the yen carry trade mechanism could amplify the impact on global financial markets.
According to relevant data, as of December 15, 2025 Eastern Time, the total net buying of Bitcoin by global listed companies (excluding mining companies) for the week was $980 million.
Strategy (formerly MicroStrategy) announced on December 15 that it invested $980 million to increase its holdings of 10,645 Bitcoins at a price of $92,098, bringing its total holdings to 671,268 Bitcoins.
The Japanese listed company Metaplanet did not purchase Bitcoin last week.
In addition, 2 other companies purchased Bitcoin last week. Financial company ProCap Financial revealed on December 10 that its total Bitcoin holdings had increased to 5,000, with specific purchase quantities and amounts not disclosed. Brazilian Bitcoin reserve company OrangeBTC announced on December 14 that it invested $180,000 last week to increase its holdings of 2 Bitcoins at a price of $89,815, bringing its total holdings to 3,722.2 Bitcoins.
Bitcoin treasury listed company Strive announced the launch of an At-The-Market (ATM) issuance plan for SATA stocks, with a maximum scale of $500 million, with funds used for purchasing Bitcoin.
As of the time of publication, the total amount of Bitcoin held by global listed companies (excluding mining companies) is 916,510, with a current market value of approximately $8.205 billion, accounting for 4.59% of the circulating market value of Bitcoin. $BTC
#SOMI $SOMI 1. Bullish Trend: SOMI shows a strong bullish trend, with its 7-period EMA (0.3004) above the 25-period EMA (0.2911), both of which are above the 99-period EMA (0.2714), indicating sustained upward momentum. The daily line has stabilized above the 20-day moving average, presenting a bullish outlook.
Although Bitcoin fell below $90,000, the trend is still not destroyed. Multiple moving averages at the 4-hour level are glued together to form a key resistance (in the range of about 90,500 US dollars). If it breaks through, it will be a key bullish signal.
In addition, Hanmuxia lowered the take-profit points to $96,200, 101,600, 110,000 and 112,500 US dollars respectively (previously "98,000, 103,300 and 112,500 US dollars, dynamically adjusted judgment"), and once again emphasized that under the background of liquidity improvement, Bit Coins and other assets are still likely to rise.$BTC
On December 15, according to F2pool data, Bitcoin's network-wide computing power was provisionally reported at 988.49EH/s, down 17.25% from the same time last week.
According to rumors in the encryption community, mining in Xinjiang has been tightened again, and a mine has "secaled more than 200,000 units" of mining machines. At present, the authenticity of the rumors cannot be confirmed. Previously, Reuters reported that mining in Xinjiang began to "resurre" in November, and the domestic computing power once reached 15-20% of the world.$BTC