#日本10年期国债收益率首触3% Japan Hikes Rates—Is the US stock and crypto world doomed? Don’t panic. The world’s mightiest “money-printing machine” is about to be shut down! Japan’s 10-year government bond yield has surged past 3%—this is not a small matter. Over the past several decades, global investors have been borrowing near-free yen to buy US stocks, buy tech stocks, and buy Bitcoin. Now, this “free lunch” is over.
My take is: be cautious in the short term, watch in the medium term, and expect a monster rally long term. When Japan hikes rates, the first to take a hit are the high-valuation US tech stocks and the highly volatile crypto market. Money flows back to Japan, and as a high-risk “global liquidity barometer,” Bitcoin may, just like in August 2024, be hit with a panic sell-off that creates a dip first—panic, and you lose. This is the real test of the “digital gold” narrative. The more traditional currencies are printed, the more debased they become; Bitcoin’s fixed monetary policy makes it feel even more precious. Every time a macro liquidity shock triggers a crash, it’s a discounted entry ticket for long-term believers. Don’t let short-term swings scare you—keep your eyes on the big pie. Opportunities are created by the drop! Want to know where the dip-buying signal is this time?
$SKHYNIX $BNB #日本10年期国债收益率首触3%