#比特币与黄金战争 The Bank of Japan has finally broken the 30-year zero interest rate spell. What does this mean? Global liquidity is undergoing a complete transformation.
Tens of trillions of dollars in arbitrage funds are withdrawing from cheap financing markets. Those who previously borrowed yen to go long high-yield assets are now facing sharply rising costs. As a result, market liquidity is facing a nuclear-level tightening.
For the crypto world? This is a dilemma. In the short term, risk assets are under pressure, and high-volatility assets like $BTC, $ETH, $BNB may face adjustments. But in the long term—policy shifts often signal economic cycle rotations and may also create new opportunities.
The key is to observe the turning points in capital flows and market sentiment. Will it fall first and then rise? Or continue to be under pressure? It depends on the Federal Reserve's next stance.
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MemeCurator
· 13h ago
Japan's instability is the most significant in the world, and the entire retail investor community is about to tremble. Arbitrage funds are withdrawing en masse; are we holding coins about to be cut?
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It's good to call it an opportunity, but honestly, it's a gamble on whether the Federal Reserve will be soft-hearted. Anyway, I can't hold my BTC anymore.
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Thirty years, finally can't hold on anymore. This time is truly different; I feel a storm is coming.
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What does liquidity tightening at the core level mean? Simply put, no money left? Then my position... forget it, I won't look at the K-line anymore.
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Instead of stressing over whether prices will fall first and then rise, better ask yourself if your kidneys are tough enough.
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The Bank of Japan broke the curse, and the crypto world is about to face a tough wave again. This rhythm is just incredible.
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Wait, does this mean a wave of margin calls on yen leverage is coming? I don't quite understand what will happen to BTC either.
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Two riddles? Just go all-in directly. Anyway, losing is just like that.
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The key still depends on the Federal Reserve; we retail investors are just swaying along. There's no other way.
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MaticHoleFiller
· 13h ago
Japan's move really stirred the waters; arbitrage traders running away means the crypto world gets beaten up, nice.
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It's the Federal Reserve's fault again; we're still waiting on our side.
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30 years, and this time the zero-COVID policy isn't just about interest rates—how many people's dreams have been shattered?
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Short-term manipulation, long-term is the real opportunity. Anyway, I won't sell.
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Who can withstand liquidity tightening? Small investors are about to get wiped out again.
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It sounds nice, but it's actually just a new trick for big funds to harvest retail investors.
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Let's wait and see; no rush, it's just a matter of a few months.
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$BTC I'm afraid of a drop, my mindset still isn't right.
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This time is really different; it feels like the pattern is about to be reshaped.
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The Federal Reserve hasn't even made a statement yet; what are they discussing?
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AirdropJunkie
· 13h ago
The Bank of Japan's move directly shattered the dream of carry trade, and the capital fleeing arbitrage has long been foreshadowed.
It's indeed tough in the short term, but the real opportunity might be ahead.
What the Federal Reserve does next is the real highlight.
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AirdropBlackHole
· 13h ago
The Bank of Japan's move, and the global retail investors are suffering haha, this time they're really going to get cut.
#比特币与黄金战争 The Bank of Japan has finally broken the 30-year zero interest rate spell. What does this mean? Global liquidity is undergoing a complete transformation.
Tens of trillions of dollars in arbitrage funds are withdrawing from cheap financing markets. Those who previously borrowed yen to go long high-yield assets are now facing sharply rising costs. As a result, market liquidity is facing a nuclear-level tightening.
For the crypto world? This is a dilemma. In the short term, risk assets are under pressure, and high-volatility assets like $BTC, $ETH, $BNB may face adjustments. But in the long term—policy shifts often signal economic cycle rotations and may also create new opportunities.
The key is to observe the turning points in capital flows and market sentiment. Will it fall first and then rise? Or continue to be under pressure? It depends on the Federal Reserve's next stance.