The truth about the big dump in the crypto world: it's not the 13 ministries, it's Japan that has burst the global money bag!
Bitcoin plummeted from 90,000 to 85,000, and everyone is blaming the 13 ministries? The truth: The yield on Japan's 10-year government bonds skyrocketed to 1.1%, directly eliminating Wall Street's years of "free ride on yen arbitrage"! In simple terms:
Previously: Borrowing money from Japan ≈ 0 cost → exchanging for USD → buying US stocks/AI/Bitcoin, easy profit!
Now: Japan is going to raise interest rates → Borrowing money will not be cheap → The yen may appreciate → Institutions must sell assets to repay! Bitcoin has the best trading liquidity in 24 hours → prioritized for big dump. The real black hand: The yen arbitrage trading has collapsed. The real victim: BTC.
Focus on two minefields: 12/10 Federal Reserve: Rate cuts may become "good news exhausted" 12/19 Bank of Japan: If they really raise interest rates, global assets will continue to shake.
In summary: Now is not the time to buy the dip, it's the time to avoid risks. Institutions are fleeing, retail investors should avoid catching falling knives. #btc #日本加息 #美联储
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The truth about the big dump in the crypto world: it's not the 13 ministries, it's Japan that has burst the global money bag!
Bitcoin plummeted from 90,000 to 85,000, and everyone is blaming the 13 ministries? The truth: The yield on Japan's 10-year government bonds skyrocketed to 1.1%, directly eliminating Wall Street's years of "free ride on yen arbitrage"!
In simple terms:
Previously:
Borrowing money from Japan ≈ 0 cost → exchanging for USD → buying US stocks/AI/Bitcoin, easy profit!
Now:
Japan is going to raise interest rates → Borrowing money will not be cheap → The yen may appreciate → Institutions must sell assets to repay!
Bitcoin has the best trading liquidity in 24 hours → prioritized for big dump.
The real black hand: The yen arbitrage trading has collapsed.
The real victim: BTC.
Focus on two minefields:
12/10 Federal Reserve: Rate cuts may become "good news exhausted"
12/19 Bank of Japan: If they really raise interest rates, global assets will continue to shake.
In summary: Now is not the time to buy the dip, it's the time to avoid risks.
Institutions are fleeing, retail investors should avoid catching falling knives.
#btc #日本加息 #美联储