Big dump alert: Japan's 80% chance of interest rate hike could trigger a 19 trillion "bomb"! Have you bought the dip on your BTC? Do you remember the 2022 trap incident?


This morning BTC suddenly fell below 83000. Did you think it was just a normal adjustment? Watching the screen, I was sweating cold - all because of one number: 80%. The market is going crazy betting on the Bank of Japan raising interest rates in December, with the probability skyrocketing to 80%, and even reaching 90% in January! This is not just an interest rate hike; it's a direct ignition for the global 19 trillion yen carry trade!
For global traders, this awakens painful memories of Christmas 2022. At that time, the Bank of Japan also unexpectedly adjusted its yield curve control (YCC) policy in December, raising the upper limit of the 10-year government bond yield from 0.25% to 0.5%, triggering severe turbulence in global markets.
Considering that December 19 is on the eve of the Christmas holiday, market liquidity is usually at its annual low point. Any unexpected policy tightening could be amplified in a weak liquidity environment, triggering a new round of "trap" trading disasters.
For decades, the nearly zero-interest yen has been borrowed and converted into dollars to flood into the US stock market and the cryptocurrency market. Once Japan raises interest rates, massive funds will instantly flow back out. The result? BTC will be the first to suffer. The data doesn't lie: BTC's monthly drop exceeds 20%, ETF losses reach $3.5 billion, and over 400 million in liquidations overnight... The market has become as fragile as paper.
Don't forget about the Federal Reserve! Powell didn't mention policy tonight, which is even scarier—silence often precedes the storm. If Japan tightens and the US doesn't ease, BTC will face a "double whammy" situation.
Looking at BNB again, it has fallen to heartbreak levels. The new official Lina has parachuted in as the growth director of BSC, but the retail investors are almost all gone; what is there to grow? On-chain projects have fallen below CZ's buy-in price, and the vulgar penguin has long become a "down-and-out penguin." But don't panic, the most anxious are not you—it’s the new official and the exchange. Market rescue? It might already be on the way.
Remember: closing a carry trade is just a short-term impact, not the end of the world. After Japan raises interest rates in 2024, BTC reached a new high in three months. Key points to watch: December's Bank of Japan meeting and the Fed's dot plot. Don't rush to go all in; manage your position well, and surviving is key to enjoying the next wave of rebound.
So, now I ask you——#加密市场回调
Today, do you dare to buy the dip? $BTC $ETH $DOGE
BTC1.58%
BNB-0.38%
ETH5.1%
DOGE3.09%
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HeSivip
· 12-02 12:17
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