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#加密市场观察 Japan is highly likely to raise interest rates at the monetary policy meeting scheduled for December 18-19, with a probable increase in the policy rate from 0.5% to 0.75%. This will be the first rate hike since January of this year. Currently, the Japanese government has tacitly approved this tightening policy, and the market's pricing probability for this rate hike has soared to 80%. However, institutions like Goldman Sachs are cautious, believing that the central bank may wait for more wage data, and there is still a possibility of a rate hike in January next year.

If this rate hike occurs, the impact on the cryptocurrency market will be concentrated in two dimensions: short-term and medium-term, as detailed below:

1. Short-term impact is significant, mainstream crypto assets face downward pressure: For a long time, the yen has been a low-cost financing currency, with many institutions borrowing yen to invest in high-yield assets like cryptocurrencies. A rate hike will increase financing costs, forcing these arbitrage trading positions to close, and since crypto assets have high liquidity and low repositioning costs, they are often prioritized for liquidation. When expectations of a rate hike intensified previously, Bitcoin plummeted by 6%, and Ethereum nearly fell by 9%. The actual rate hike is highly likely to trigger similar short-term fluctuations.
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2. Medium-term gradual rebalancing, Bitcoin's hedging properties become prominent: Historically, after the market volatility caused by a rate hike stabilizes, global macro uncertainty will make Bitcoin's positioning as a 'supra-sovereign asset' more pronounced. After deleveraging, funds will likely flow back into high liquidity, globally transferable assets like Bitcoin, with a high probability of initially dropping and then stabilizing or even strengthening.

On December 3, #何一 2025, Binance announced that He Yi was appointed as co-CEO, sharing leadership with Richard Teng. This personnel adjustment is not only a strategic upgrade for Binance but also brings significant multi-dimensional impacts to the cryptocurrency industry. The specific interpretations are as follows:

1. Stabilizing Binance's operations and reshaping industry confidence: He Yi is a co-founder of Binance and has experienced multiple crises in the industry. She has previously played a key role in compliance defense and maintaining user trust. Her appointment can activate the genes of the founding team of Binance, and together with the regulatory background of Richard Teng, it not only strengthens management stability but also promotes compliance processes. This can stabilize the confidence of nearly 300 million global users for Binance, which has undergone changes in its founding team, while also alleviating previous concerns in the industry about the operational direction of leading exchanges.
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2. Boosting the BSC ecosystem and igniting related sectors: He Yi has previously promoted the development of Binance Smart Chain (BSC) and has inadvertently ignited trends such as 'Binance Life' meme coins. After her appointment, it is highly likely that she will continue to focus on Web3 infrastructure, strengthening the construction of wallets and security systems in the BSC ecosystem. This will attract more developers and projects to settle in BSC, and sectors such as meme coins and on-chain applications may see renewed enthusiasm, while also increasing the attention on related assets like BNB. Her previous comments have already driven BNB to break historical highs.
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3. Strengthening the trend of community dominance and influencing strategies of small and medium platforms: He Yi is extremely skilled in community operations, having created classic gameplay such as AMA and angel volunteer systems, and can enhance user loyalty through interaction. Under her leadership, Binance will place greater emphasis on connecting communities and users, which will compel other small and medium exchanges to follow suit in optimizing community services and user experiences. Additionally, her leadership at YZi Labs has also laid out cutting-edge sectors such as AI and RWA, which may drive investment enthusiasm in these cross-domain areas within the cryptocurrency industry.
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4. Accelerating industry compliance and the Matthew effect: One of the core goals of the two co-CEOs is to expand the compliance of Binance's business. He Yi's industry experience will help Binance better align with different national regulatory frameworks. This will prompt other platforms to increase compliance investments to cope with competition, driving the entire industry toward compliance. After this adjustment, Binance will further consolidate its leading position and continually attract more institutional and user funds, making the Matthew effect of industry resources concentrating towards the top tier more pronounced.

#加密市场观察 As of December 3, 2025, the Federal Reserve's expectation for a rate cut in December has become highly clear. This rate cut expectation is generally favorable for the cryptocurrency market, but there are also situations such as increased volatility, which are detailed as follows:

1. Recent rate cut expectations: According to CME's "FedWatch" data, the probability of a 25 basis point rate cut by the Federal Reserve in December has risen to 89.2%, while the probability of keeping interest rates unchanged is only 10.8%. Most major investment banks, including Goldman Sachs and JPMorgan Chase, are optimistic about this rate cut. Bank of America further predicts that the Federal Reserve will cut rates by another 25 basis points in June and July 2026, ultimately lowering the terminal rate to 3.00%-3.25%. The Federal Reserve will hold a monetary policy meeting on December 9-10, during which the decision to cut rates will be determined.

2. Impact on the recent cryptocurrency market: On one hand, it is favorable for core cryptocurrencies and attracts capital inflows. Low interest rates will reduce the opportunity cost of holding non-yielding assets like cryptocurrencies. After the Federal Reserve cut rates by 25 basis points in September, Bitcoin surged to about $117,000, and Ethereum also broke through $4,600. The market generally believes that after the December rate cut, major cryptocurrencies like Bitcoin may experience a significant upward trend, with some predictions suggesting that Bitcoin may approach $130,000 by the end of the year. Additionally, products like the 21Shares Solana ETF can attract institutional funds, further injecting liquidity into the cryptocurrency market. On the other hand, it intensifies market volatility. The expectation of a rate cut in December has been reflected in cryptocurrency prices in advance, which may lead to a "news sell-off" situation. Moreover, geopolitical factors and regulatory scrutiny will continue to interfere with market trends. For example, previously, SOL dropped by 14% within a week under the backdrop of a rate cut, and altcoins are more sensitive to capital flows, resulting in more severe fluctuations compared to major cryptocurrencies.

#加密市场观察 The market is eerily quiet, so quiet it's frightening. I opened each coin and found that 80% of the coins have no trading volume anymore. Even the major currencies and some popular coins from a while ago have gradually shrunk in trading volume. What does this indicate about the market? The USDT on the exchange has fallen to a yearly low; no one is replenishing funds to buy the dip anymore; has everyone lost everything?

Is there still a bull market for counterfeit goods? A new round of crackdowns has begun, but I believe this is the darkness before dawn. The market is quite quiet, and U has fallen to an annual low. It may be due to banks, WeChat, and Alipay's various controls; buying and selling U must be done with great caution. A slight mistake could lead to being frozen out of your account. The losses that needed to be incurred have already been realized. Don't panic, hold on, keep the physical goods you have, and absolutely avoid trading contracts.

# Mian A Fried Pie Currency ~ The土狗 is too rampant, with N tokens issued daily in the primary market, it's not much different from a scam. The main issue is that the cost of issuing tokens is too low, and there are more土狗 than people buying tokens, especially土狗 on the sol chain, which get harvested within 1 or 2 hours after launch. Based on my years of experience getting harvested,土狗: don't play if the rights are not lost, don't play if the pool is not locked, don't play if there are too few holding addresses, don't play if the market cap is too large, don't play in bulldozer mode (see who runs fast), and can't play if the slippage is too large. Recently, there are too many土狗 Fried Pie currencies on the sol chain, be cautious. Sigh, in short, it's too difficult! I'm done, dog owner, give my money back...

#黎明将至 Today, I carefully selected ten coins again, 2 L2 and 8 public chains, each purchased for ¥10,000, planning to hold until next year. The requirement is not high; if I get 5 times, I will sell all!

#LİNEA I've heard this is really impressive, is it true? I went all in on the spot, can it go up 10 times?

#BiBi immortal bird 🐦, wealth begins from this moment

#Aster1 How long does it take for each person to play 10U to reach the full amount? This is the first time buying the internal market. Can I win money?

#中本聪 Here it comes, Nakamoto, whether it's the golden dog depends on how much you all can give it your all, let's go, 10u God of War, return quickly.

#人生经历 missed the Binance life, missed the Binance book, how can I miss it~ life experience, 10U God of War please return to the team...

#币安人 It's lottery time again, I usually like to buy 30U, losing doesn't matter, it doesn't hurt. Winning a few times or dozens of times makes me happy, Binance life ~ Binance book ~ life experience!

#加密市场回调 has recently been receiving some airdrop phishing coins. Everyone should definitely not click to authorize, ignore it, greed leads to deception, and be careful of your assets being cleared to zero.

#etc减产 Laying in ambush with a bomb, the ancient turtle 🐢 will reduce production in April 2026, it hasn't risen in Grayscale holdings, it's illogical! My friends, do you think it can exceed 40U? Exceeding 40U to look at 106U isn't too much, right?

#niao Will it be the second shitcoin? Buy some for the long term, focusing on being cheap and fun! Bird coin

#Binance life, hundred times coin starts from 0, lottery time has come again, buy a hope for 10U～～～～～😍😍

#SUBHUB 10 The most cursed airdrop coin in October, it crashed all the way after opening, will it fall further? The small investors have been completely taken advantage of. It has dropped several times, with a market value of over 3 million USD, which should be considered the lowest in Alpha! Speechless.

The big one is coming, it's time to take off! #YB