puppies环游世界

🚨 Global financial earthquake! The era of yen arbitrage ends, and the crypto market faces a life-and-death test!

The myth of unlimited yen printing in Japan for 30 years has completely collapsed this week💥

🌊 The past 30 years: The yen has been the invisible fuel for the crypto bull market!
Japan's zero interest rate policy has made the yen the cheapest financing currency globally.
Trillions of dollars in arbitrage funds have poured in: borrow yen → exchange for dollars → wildly buy Bitcoin + US stocks + US bonds.
Every major trend in the crypto market has been supported by cheap yen funds!

⚡ This week's changes: The rules of the game have been completely rewritten!
The Bank of Japan has initiated the most aggressive interest rate hike in 30 years! The chain reaction directly impacts the crypto circle👇

1. The cost of borrowing yen skyrockets, making arbitrage funds unprofitable.
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2. Trillions of arbitrage positions are forced to close, needing to sell Bitcoin and other crypto assets to repay yen.
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3. The crypto market faces an unprecedented wave of selling pressure, and panic is about to erupt!

This is not a regular interest rate hike! It is a structural earthquake in global liquidity! The era of cheap money is completely over, and the re-evaluation of crypto asset prices begins!

🔍 Three major signals that crypto enthusiasts must watch!
✅ Is market volatility skyrocketing?
✅ Are Bitcoin and US stocks strongly correlated in decline?
✅ Can your crypto positions withstand the impact of passive deleveraging?
✅ Can the support levels of mainstream coins hold? Will funds flock to stablecoins for safety?

⏳ An era has come to an end, from "infinite resources" to "limited supply."
Can the crypto market develop independent trends, or will it continue to follow traditional finance?

⚠️ CZ once said: Buy when market fear reaches its peak!👀
Volatility = opportunity! Someone has quietly positioned themselves for the Musk concept PUPPl ES🐶.
Will you choose to panic and exit, or position yourself against the trend?💥
$ETH $BNB $DOGE
#美国非农数据超预期 #巨鲸动向 #加密市场观察

🚨 Exciting! The OCC in the United States has issued bank licenses to 5 crypto companies: Ethereum welcomes a dual rocket boost of 'compliance + funds'!

1. Institutional capital flood accelerates ⚡

The OCC license opens the compliance door for banks to participate in the crypto market, allowing approved institutions like Circle and Fidelity to directly provide Ethereum custody and trading services. This completely eliminates regulatory concerns for institutions entering the market, and is expected to bring in billions of dollars in new capital to the Ethereum ecosystem. After the announcement, the price of Ethereum has jumped from $2800 to $3200, indicating a clear trend of institutional capital entering the market. At the same time, banks can legally hold ETH to pay network fees, further activating market liquidity.

2. Stablecoin ecosystem strengthens the foundation of Ethereum 💰

Licensed companies like Circle (issuer of USDC) are deeply investing in the Ethereum ecosystem. USDC, as the core stablecoin on Ethereum, will see its compliance status strengthened, pushing for continuous expansion of circulation (currently at $76 billion). The high-frequency circulation of stablecoins will directly increase the demand for ETH's Gas fees, while the 'GENIUS Act' explicitly supports Ethereum as a compliant stablecoin underlying infrastructure, making it the preferred chain for stablecoin issuance.

3. DeFi and technology upgrades resonate 🛠️

Banks can directly connect to Ethereum DeFi protocols, injecting compliant funds into platforms like Aave and Uniswap, which will boost their total locked value (TVL) (Aave's TVL has reached $24.4 billion). Coinciding with the launch of Ethereum's Fusaka upgrade, Layer2 throughput has increased to tens of thousands of TPS, perfectly matching the high-frequency trading needs of banks, creating a virtuous cycle of 'policy benefits + technological support'.

4. Layer2 ecosystem takes off 🚀

Banks prefer to process transactions through low-fee, high-scalability Layer2 solutions, with tokens like ARB and OP experiencing a 5%-10% rebound. The Ethereum main chain strengthens its ability to capture value from Layer2 through upgrades, forming an ecological closed loop of 'main chain security + Layer2 expansion', further consolidating its leading position in infrastructure.

👇 When the wind comes, only those who occupy the windward position can take off 🛫
Elon Musk concept little gold 🐶 dogpupp🐶ies

$ETH $ZEC $DOGE
#美SEC推动加密创新监管 #加密市场反弹 #加密市场观察 #山寨季将至

$BTC breaks 100000, $ETH Ethereum skyrockets 4000【Coming Soon】The Federal Reserve's significant decision tonight: Hawkish rate cuts are coming, unprecedented internal divisions! The global financial markets are on high alert for an outbreak!

At 3 AM Beijing time on Thursday, global markets hold their breath — the Federal Reserve is about to announce its latest interest rate decision. The market has generally bet on: a third consecutive rate cut, by 25 basis points, bringing the rate down to 3.5%-3.75%.

But this is not a simple rate cut.
The Federal Reserve is currently experiencing a "serious division": one side fears a deterioration in the job market and calls for continued rate cuts; the other warns of inflation risks, believing that easing has reached its limit.

Thus, a key concept emerges — "hawkish rate cut".
This means: cutting rates while clearly indicating "this may be the last time in the near future".

Focus One: What will Powell say?
The post-meeting statement and Powell's press conference will be crucial for interpreting future policy directions. Goldman Sachs expects the statement may return to cautious wording like "the magnitude and timing of further adjustments", which means the threshold for another rate cut has been significantly raised.

Focus Two: Dot Plot and Internal Voting
The "dot plot" reflecting officials' interest rate predictions will be updated again. It is noteworthy that this vote may see multiple dissenting votes:

· Kansas City Fed President George (who opposed the rate cut last month) is expected to vote against again;
· More than one-third of economists believe St. Louis Fed President Bullard will also oppose, citing concerns over inflation;
· Governor Waller may call for a 50 basis point cut, continuing the "dovish dissent" from the previous two meetings.

Focus Three: Economic Data and Inflation Dilemma
Although the core PCE inflation slightly dropped to 2.8% in September, it still remains significantly above the 2% target. Meanwhile, the job market is beginning to show signs of fatigue: hiring decreased in October, and layoffs increased.

Focus Four: Could the Balance Sheet Shift?
In addition to interest rates, the Federal Reserve may also send another signal: restarting bond purchases (though not on a scale that would be called "quantitative easing"). In October, they just announced the halt of "balance sheet reduction"; now, due to market funding pressures, the purchasing plan may restart.
$ZEC #加密市场反弹 #美联储FOMC会议 #美联储重启降息步伐 #ETH走势分析

Interest rates in Japan have been delayed due to a 7.5 magnitude earthquake!
The real earthquake in the crypto world 🚨 is at this week's FOMC meeting!
Will the Federal Reserve definitely cut rates? What direction will the crypto market take in 2026?

CME FedWatch data shows that the probability of a 25 basis point rate cut at this week's FOMC meeting is over 85%, and this expectation has been fully priced in by the market. Unless an unexpected event occurs, when the results are announced early Thursday morning, the market is unlikely to see significant fluctuations, with the real focus of speculation being the Federal Reserve's attitude towards the easing cycle next year.

The key risk lies in the fact that the U.S. government shutdown for 43 days has led to a halt in statistical departments, the October CPI has been canceled, and the November CPI has been postponed to December 18, one week later than this FOMC meeting. When the Fed committee discusses the interest rate outlook, they will be missing nearly two months of inflation data, making policy guidance likely more ambiguous, and ambiguity is precisely the breeding ground for market volatility.

Three possible directions for this week's FOMC:

1. Most likely (in line with expectations): A 25bp rate cut, the dot plot maintains the September guidance, and Powell emphasizes "data dependence." The market will have slight fluctuations before returning to its original trend, with cryptocurrencies following the fluctuations of U.S. stocks.
2. Next most likely (dovish): A 25bp rate cut, the dot plot suggests multiple rate cuts in 2026, with Powell focusing on labor market risks. The dollar weakens + liquidity eases, BTC is expected to test recent highs.
3. Low probability (hawkish): A 25bp rate cut but emphasizes inflation stickiness, or several dissenting votes may appear. Funds flow back to safe assets, putting pressure on the crypto market.

The core transmission chain of Fed policy affecting the crypto market:
Rate cuts → Decline in dollar asset yields → Weaker dollar;
Low rates → Ample market liquidity;
Dovish signals → Increased risk appetite among investors.
These three factors work together to drive funds into risky assets like crypto, which is also the core logic of the bull market in 2020-2021.

The rate cut at this meeting is already a clear signal, but what truly determines the future direction of the crypto market is the Federal Reserve's subtle hints regarding the number of rate cuts and the length of the easing cycle in 2026. Paying close attention to the dot plot and Powell's press conference wording is key to grasping this market cycle.

In times of uncertainty about the overall direction, laying low is key! Ethereum has been very strong recently, as institutions are frantically buying aiming for 8500! The meme coin leader on the Ethereum chain, related to the Elone Musk concept, little～dog～pupp🐶ies is worth paying attention to! Don’t miss the opportunity to make small bets for large gains 💰💰💰
$ETH $BTC $ZEC
#加密市场观察

Back then I missed out on $3 $BNB , and now thinking about it makes me feel like I could break my legs! This time, with CZ's endorsement of $ASTER , I am dollar-cost averaging in long-term at $1 (but I will never go all in)

Why buy ASTER:
The perpetual DEX track had a trading volume of 1.5 trillion last year, and Aster directly brought its daily revenue to 14.33 million, becoming the second largest globally behind Hyperliquid; dual-mode trading + 1001x leverage + hidden orders, catering to both retail and institutional investors, the technical foundation of Binance is indeed stable; what's more ruthless is the 50% revenue burn + unlocking postponed until 2035, which halves the short-term selling pressure.

However, the top 10 wallets hold 91% of the tokens (centralization risk), Hyperliquid occupies 75% of the market share and is eyeing it, and it has dropped 35% in the last 90 days—there’s definitely a chance of new lows.

But I admire CZ's vision! Back then, he had the guts to go all in on Bitcoin to buy a house, and now he’s pouring money into endorsing Aster; I'm betting on "long-term following the big brother for a taste of the soup."

My investment strategy:
Dollar-cost averaging below $1, definitely not going all in (after all, those who understand the nature of altcoins know it well), lowering the average price and holding on for half a year. Next year, the macro environment is quantitative easing, and institutions generally have a positive outlook on the market, which is worth looking forward to! I am heavily invested in $ETH and BNB, in addition to dollar-cost averaging ASTER, I also have a position in Ethereum meme leader little *milk* dog PUPPlES.
Are there any comrades in the comments section recharging their faith? 👇? 😂😂