XBogdanBogdanovx

兄弟们，币圈血流成河，
大饼从9万刀咣当干到8万5，很多人还在那瞎猜是不是因为国内13部委又开会，说要打击虚拟货币交易？
我告诉你，别逗了！
那会开得跟放屁一样，脱了裤子那种，真没啥用。以前比这声势浩大的多了去了，币价该涨涨该跌跌，没见谁真管用。
真正的黑手，是日本鬼子那边，直接掀桌子了！

他们干了啥？日本十年期国债收益率，悄咪咪飙到1.1%！这啥概念？2008年金融危机后就没见过这么高的！
你可能不懂这数字跟咱炒币有啥关系。
来，我给你打个比方，
日本央行，就像全球最大货币的零元购批发市场。
过去十几年，这市场老板日本央行一直贴钱做生意，借钱利率几乎是零。华尔街那帮人精，跟苍蝇见屎一样扑过去，疯狂借日元这种“便宜钱”，换成美元，然后满世界买买买。
买啥？买美股、买美债、买英伟达股票，当然也顺手买点大饼。
反正钱是白借的，亏了不心疼，赚了就是血赚。这套操作，就叫日元套利交易，说白了，就是全球最大、最持久的空手套白狼游戏。
咱们币圈，说白了就是蹭这个热度的趴体角落。
现在咋样？零元购批发市场的老板突然喊老子改规则了！借钱要收利息了！

为啥？日本通胀压不住了，老头老太太存银行的钱越来越毛，央行绷不住了，市场都在赌12月就得加息。
这下可捅了马蜂窝了！要命了……
第一，成本高了，以前白借，现在要利息，套利的肉薄了。
第二，大家预感日元要升值。机构当初借了便宜日元（比如150日元换1刀），现在要还钱，得用更贵的日元（比如145换1刀）买回来，里外里亏掉裤衩。
第三，咋办？跑呗！赶紧把手里资产全卖了，换回日元还债！
于是，美股、美债、黄金、大饼……所有用“免费杠杆”堆起来的资产，统统被无差别甩卖！大饼因为24小时交易、流动性好，成了最先被祭天的那个。

这不是什么技术面破位，这就是全球大撒马内时代的终结，是抽水机开始嗡嗡作响了！
这时候肯定有憨批跳出来说别怕！

美联储马上降息救市了！我看概率都快90%了！
兄弟们，醒醒！给你灌尿喝你还真当茅台了？

美联储降息，顶多给你膝盖擦破皮贴个创可贴。日本这边是直接把你输血的管子拔了！性质能一样吗？

就算美联储降息，美元利息降了，日元利息升了，中间套利的空间会被挤得更快！死得更惨！这就像你一边给破窟窿的气球打气，另一边捅了个更大的洞，有屁用？

所以，别盯着鲍威尔那老头会不会被特朗普穿小鞋了。12月真正的生死门，是两个日子，一个是12月10号，看美联储到底降不降息，降了市场会不会利好出尽是利空。

另一个是12月19号，看日本央行到底加不加息。那才是真正决定全球这个靠白嫖日元撑起来的赌场，会不会散摊子的时刻。

今天这暴跌，就是一次联合彩排。以后的日子，我劝你多看看两个指标

一是美元兑日元的汇率，只要日元蹭蹭涨，就没好事。二是日本十年期国债收益率，只要它往上冲，全球都得哆嗦。

在这两台巨型宏观绞肉机面前，什么K线、什么指标、什么铁底支撑，都他妈是纸糊的。

机构都在甩卖资产换现金保命，你个小散还想接飞刀？有些晒单狗不服气，说风浪越大，鱼越贵？

呵呵，大聪明，现在是台风来了，先把你的破船开回港里躲好！等东京那边不抽风了，再看华盛顿那帮人演什么戏。

不然，下一个被拉去祭天的，可能就是你的仓位。短期内，我劝你别着急抄底，别一跌就想抄底，一涨就追高。

交易市场90%的时间都应该是再等待机会，而不是被情绪左右。兄弟们，听哥一句劝，现在不是逞英雄的时候，保住本金，等风头过去再说。不然，下一个被割的，可能就是你。

现货定投策略，尤其是大饼我觉得倒是好机会，毕竟真正有钱的谁不想砸下来买更多便宜货。$BTC
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Donald Trump warned on Tuesday that any country he believes is making drugs destined illegally for the US is vulnerable to a military attack.

The US president’s comments came during a question and answer session at the White House at which he also said military strikes on land targets inside Venezuela, which he has accused of narco-terrorism, will “start very soon”.

The exchange with reporters followed a lengthy cabinet meeting at which Trump and Pete Hegseth, the defense secretary, moved to put the responsibility with a navy admiral for the extrajudicial killing of two survivors of an attack on an alleged drugs smuggling boat in September.

Asked if only Venezuela was in the Pentagon’s crosshairs, Trump said he saw any country producing drugs for contraband as fair game, echoing previous saber-rattling directed at Mexico.

“If they come in through a certain country, or any country, or if we think they’re building mills, whether its fentanyl or cocaine ... anybody doing that and selling it into our country is subject to attack. Not just Venezuela,” Trump said, adding that he “heard” Colombia was “making cocaine, they have cocaine plants”.

Trump then said military action inside Venezuela was imminent, further inflaming a conflict that began with targeted attacks on vessels his administration identified as engaged in drug trafficking, although without providing proof to the public, and now on the verge of becoming a wider regional conflict.

We’re going to start doing those strikes on land, too,” he said.

“You know, the land is much easier, much easier. And we know the routes they take. We know everything about them. We know where they live. We know where the bad ones live, and we’re going to start that very soon too.

“When we start that, we’re going to drive those numbers down so low.”

During the cabinet meeting Hegseth gave a conflicting account of his actions following the 2 September double strike on the alleged drug boat that the armed services committees in both the House and Senate are investigating as possibly illegal.

Hegseth told the cabinet meeting Tuesday he “watched that first strike” but ultimately did not “stick around for the hour or two hours” after, during which two survivors clinging to the boat were fired on a second time and killed.

This contradicted his comments to Fox News the day after the attack in which he said he had watched the operation in real time, making no claim to have only witnessed part of it.

The admiral who ordered the second strike, Frank M “Mitch” Bradley, is scheduled to brief members of the congressional committees on Thursday.
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