2025-12-29 05:27:03

BTC has started to strengthen in the past two days, and many people in the group are once again shouting "The market is back." The previous atmosphere of gloom has finally eased a bit.

But don't get too excited yet; there are two major uncertainties to watch:

First, the Bank of Japan is still considering the possibility of continued interest rate hikes, which still puts significant pressure on the global liquidity situation.

Second, MicroStrategy has been removed from the MSCI index, and such adjustments often affect the institutional fund flows tracking the index.

Therefore, market changes need to be observed gradually, especially whether BTC can hold steady at the $90,000 level. In the short term, there are indeed some opportunities, but the potential risks should not be underestimated.

BTC-2,92%

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DegenRecoveryGroup

· 22h ago

The 90,000 level is indeed critical, but if the Bank of Japan really raises interest rates, we'll have to reshuffle again. The excitement among those in the group was premature; the impact of MicroStrategy being kicked out hasn't fully played out yet. There are short-term opportunities, it just depends on who can withstand this wave of liquidity pressure.

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MeltdownSurvivalist

· 22h ago

$90,000 is really a critical point; if it drops below, it will need to be washed out again. Don't be fooled by those "I've made a fortune" comments in the group; the BOJ's actions are indeed a trap. I think the recent MSCI adjustment won't have a significant impact, but institutions will definitely run. Short-term rebounds can be participated in, but stop-losses must be set properly—don't be greedy. By the way, how did MicroStrategy get kicked out? There must be a story behind it. Tight liquidity is often the easiest time to have a market crash; I was caught in such a situation before. Waiting and watching for a while is more cost-effective than rushing in and missing out.

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StakoorNeverSleeps

· 22h ago

The 90,000 threshold is indeed a bit risky this time. Don't be fooled by the "We're back" in the group. The Bank of Japan hasn't calmed down yet, and MicroStrategy's exit is quite awkward. Institutional funds will definitely need to rebalance. It might be playable in the short term, but I still need to keep an eye on the risks and not get too reckless.

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AirdropHarvester

· 23h ago

If the 90,000 level can stabilize, it will be considered a real rebound. It's still too early to say the market is back. What is the Bank of Japan doing? That’s the key. MicroStrategy being kicked out of the index? Institutional funds need to be reallocated, keep an eye on it. The group is starting to hype again. I’m just waiting to see if it can hold up later before saying anything. Two variables hitting at the same time, there is indeed short-term profit, but you also need to be aware. Around 90,000, it depends on whether it can hold, otherwise it’s just another show of force. The central bank’s actions are really crucial; we can’t take liquidity pressure lightly. The change in capital flow caused by index adjustments is a detail that’s easily overlooked. Honestly, we still need to watch this wave; don’t be blinded by a few days of gains. The risk isn’t gone; it’s just that some people are eager to buy the dip.

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