2025-12-26 10:50:13

#数字资产市场动态 The Bank of Japan has finally reached its limit! Ueda Kazuo clearly stated in a speech at the Japan Business Federation yesterday—after thirty years of zero interest rate benefits, it's coming to an end.

"Wages are rising, prices are high, and our 2% inflation target is not just for show. With real interest rates this low, is there still a reason to keep easing?" Translated, this means: the era of free arbitrage with the yen is coming to an end.

A few weeks ago, during the press conference, they were still playing a game of ambiguity, and the market pushed the yen to 157. This time, Ueda didn't leave any room for imagination—on Christmas night, he directly showed a hawkish stance, "Negative interest rates are completely ending, and we will continue to raise rates next year." The market was stunned.

Wall Street funds that rely on yen arbitrage started screaming. Japanese assets are shifting from a "cheap trash can" to an "interest rate hike economy," with large amounts of capital rebalancing. Yen appreciation, rebound in Japanese stocks, volatility in Japanese bonds—a changing market.

This is not just Japan's matter. When Japan truly starts to raise interest rates, the global liquidity landscape will adjust, and capital flows into emerging markets and cryptocurrencies will inevitably change. Will $BTC, $ETH, $BNB, these risk assets, usher in opportunities or face shocks? It all depends on your prediction of this rate hike cycle.

The central bank that has endured for thirty years is serious this time. Volatility has just begun.

BTC-1%

ETH-1,17%

BNB-1,29%

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NftDeepBreather

· 6h ago

Damn, is the yen arbitrage era really coming to an end? My short positions finally have a chance, haha

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VirtualRichDream

· 6h ago

Wait, does this mean the good days of yen arbitrage are really over? I need to quickly check my positions... --- Ueda's move this time is truly brilliant, pulling a big stunt on Christmas Eve. Who would have thought? --- Wow, with the rate hike cycle coming, do I need to run away with my coins? --- The thirty years of dividends are gone just like that. The market's reaction is also funny; I thought I could keep earning passively. --- Japan is finally taking serious action. Will other central banks also lose patience next? --- I just want to know whether this round of rate hikes is good or bad for BTC. Can someone give a straightforward answer? --- Wall Street folks must be panicking now; the arbitrage model has been broken. --- Yen appreciation and Japanese stocks rebounded, but what I care about is what to do with my positions. --- Thirty years, thirty years. This is the real era change. It feels like a reshuffle is coming. --- I feel the upcoming volatility will be intense. Need to prepare mentally.

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MetaverseLandlord

· 6h ago

Damn, Ueda really isn't playing around this time? The 30 years of free ride on the yen might really be over? --- When Japan raises interest rates, global capital has to be reshuffled. We really need to think about how our coins will move. --- The folks on Wall Street must be feeling really uncomfortable now, as the arbitrage feast is being overturned. --- Negative interest rates are over, but new arbitrage opportunities are emerging. Let's see who reacts fastest. --- If this wave of rate hikes really unfolds, emerging markets and the crypto world need to be mentally prepared. Capital flows always follow the interest rate differentials. --- Wait, if the Japanese stock market can rebound, does that mean some assets that were wrongly sold off should be looked at? --- Thirty years of financial dividends are gone just like that, which is quite ironic. Someone is about to be harvested.

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OldLeekConfession

· 7h ago

The era of Yen arbitrage has come to an end, and the interest rate hike cycle has truly begun. The crypto assets in hand need to be recalculated. --- Ueda's move directly shattered many people's dreams. Thirty years of free riding are gone in an instant. --- No, if this time the interest rate hike really happens, withdrawing funds from risk assets is only a matter of time. Can BTC hold up? --- The arbitrageurs on Wall Street will be crying, and we retail investors here also need to be careful not to get cut. --- Continuing to raise interest rates next year? Then I need to plan my exit strategy for my holdings in advance.

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