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哈基米 Holder
High-Frequency Trader
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Japan's interest rate hike is a big negative for Bitcoin
However, only after the negative impact settles will there be a bottom-fishing opportunity
However, only after the negative impact settles will there be a bottom-fishing opportunity
KZG Crypto 口罩哥
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Japan's Central Bank Interest Rate Hike on the Horizon, But Panic is Overestimated
The BOJ meeting on December 18-19, with the market pricing in a 90% probability of a 25bp hike to 0.75%, the highest rate in 30 years. The rate hike in August caused BTC to plummet from $65K to $49K, and the market still remembers.
But this time the situation is different. Several key variables:
First, the market has fully anticipated this. The yield on Japan's 2-year government bonds has reached 1%, the highest since 2008, which means the bond market has long priced this in. Second, speculators have established a large net long position in the yen—Bob Elliott is right that the yen carry trade has actually been cleaned out in October. Third, this interest rate hike is a "gradual normalization," not a policy shift.
But this time the situation is different. Several key variables:
First, the market has fully anticipated this. The yield on Japan's 2-year government bonds has reached 1%, the highest since 2008, which means the bond market has long priced this in. Second, speculators have established a large net long position in the yen—Bob Elliott is right that the yen carry trade has actually been cleaned out in October. Third, this interest rate hike is a "gradual normalization," not a policy shift.
About the matter of 'Binance Life' going spot
Binance has always been held in hand as a weapon
Currently, the entire inventory channel has been opened, and it can be unblocked at any time
But when will this card be played?
I believe it will definitely be when Solana or other alternative chains are rising too aggressively, with a strong bloodsucking effect
At this time, going spot is both a moat and a counterattack
One move can reclaim liquidity and attention
Expectations have always been there, but for now, we can only wait
Binance has always been held in hand as a weapon
Currently, the entire inventory channel has been opened, and it can be unblocked at any time
But when will this card be played?
I believe it will definitely be when Solana or other alternative chains are rising too aggressively, with a strong bloodsucking effect
At this time, going spot is both a moat and a counterattack
One move can reclaim liquidity and attention
Expectations have always been there, but for now, we can only wait
I think the risk-reward ratio of $Aster near 1 knife is very high
But the premise is that you must be willing to hold for at least a year
My current thought is that if the contract is profitable, I will switch to spot Aster and hold it
Waiting for CZ to take it flying
But the premise is that you must be willing to hold for at least a year
My current thought is that if the contract is profitable, I will switch to spot Aster and hold it
Waiting for CZ to take it flying
In the long term, Ethereum below 3000 dollars is really appealing
The challenge is whether it can be held for the long term
The challenge is whether it can be held for the long term
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