The Office of the Comptroller of the Currency (OCC) has conditionally approved Circle to obtain a national trust bank charter, allowing Circle to operate at the federal level and reduce reliance on state charters. This move significantly enhances the compliance and reserve transparency of USDC, paving the way for it to become a global financial infrastructure. Circle CEO Jeremy Allaire publicly stated that this marks a key step for USDC towards becoming the "underlying technology of the global financial system" and helps meet the new stablecoin regulations introduced in the United States.
The community generally believes that this move will strengthen USDC's market position and institutional trust, with a noticeable increase in social platform engagement. Some analysts point out that under federal regulation, Circle can more easily provide custody services for institutional assets such as ETFs and government bonds, and the market holds an optimistic outlook on the long-term prospects of USDC.
Good morningšš The bull market is the realization stage The bear market is the true investment period The chips you accumulate when others are fearful determine the height you can reach in the next cycle. It has always been the homework outside the market that creates the gap. #ē¾čåØéęÆ
You don't agree, huh? How long will this post go viral?
puppieså¹øčæå
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Bank of Japan Interest Rate Hike Countdown: The Calm Before the Storm in the Crypto Market
Core Judgment $ETH , $SOL , $BNB
The market has partially priced in, but leveraged positions remain in a high-risk zone; it is not advisable to blindly bottom fish before the December 19 meeting.
According to authoritative reports from the Securities Times, Bank of Japan Governor Kazuo Ueda has clearly signaled: the December 19 meeting will assess the pros and cons of an interest rate hike. Market pricing shows that the probability of a rate hike has surged to over 80%, but the key disagreement lies in:
Baseline Scenario: An interest rate hike of 25 basis points to 0.75% (the highest level since 1995)
Risk Scenario: If inflation data exceeds expectations, a more aggressive rate hike of 50 basis points may occur
Unexpected Scenario: Delaying the rate hike triggers a short-covering rebound
Yen Arbitrage Trade: A collapsing domino effect
Japan's ultra-loose monetary policy for 30 years has created the world's largest arbitrage tradeāinvestors borrow yen at zero cost and invest in high-yield assets such as U.S. stocks and cryptocurrencies. According to data from Coinjie:
July 2024 Rate Hike Case: Bitcoin plunged 23% on the same day, with over $20 billion in liquidations across the network
Current Leverage Scale: According to Coindesk tracking, nearly $1 billion in leveraged cryptocurrency positions are still at risk of liquidation
Cryptocurrency Leverage Sensitivity Key Support Level Risk Ratings BTC High (Institutional Holdings Concentrated) $85,000 High Risk ETH Extremely High (DeFi Leverage Hotspot) $2,600 Extremely High Risk SOL Medium (Asian Capital Preference) $180 Medium-High Risk
History does not simply repeat itself, but it does rhyme
Real Vision CEO Raoul Pal warns: "Yen arbitrage trading is the world's largest macro leverage strategy; liquidations will simultaneously impact stocks, bonds, and cryptocurrencies." However, there are key differences in 2025:
Degree of Pricing: The current market has reflected interest rate hike expectations three months in advance, unlike the surprise rate hike in July 2024
Leverage Structure: Exchange data shows that open contracts have decreased by 40% compared to the peak in 2024
Policy Buffer: The Fed's interest rate cut expectations in 2026 form a hedge, limiting the cliff of dollar liquidity
Bank of Japan Interest Rate Hike Countdown: The Calm Before the Storm in the Crypto Market
Core Judgment $ETH , $SOL , $BNB
The market has partially priced in, but leveraged positions remain in a high-risk zone; it is not advisable to blindly bottom fish before the December 19 meeting.
According to authoritative reports from the Securities Times, Bank of Japan Governor Kazuo Ueda has clearly signaled: the December 19 meeting will assess the pros and cons of an interest rate hike. Market pricing shows that the probability of a rate hike has surged to over 80%, but the key disagreement lies in:
Baseline Scenario: An interest rate hike of 25 basis points to 0.75% (the highest level since 1995)
Risk Scenario: If inflation data exceeds expectations, a more aggressive rate hike of 50 basis points may occur
Unexpected Scenario: Delaying the rate hike triggers a short-covering rebound
Yen Arbitrage Trade: A collapsing domino effect
Japan's ultra-loose monetary policy for 30 years has created the world's largest arbitrage tradeāinvestors borrow yen at zero cost and invest in high-yield assets such as U.S. stocks and cryptocurrencies. According to data from Coinjie:
July 2024 Rate Hike Case: Bitcoin plunged 23% on the same day, with over $20 billion in liquidations across the network
Current Leverage Scale: According to Coindesk tracking, nearly $1 billion in leveraged cryptocurrency positions are still at risk of liquidation
Cryptocurrency Leverage Sensitivity Key Support Level Risk Ratings BTC High (Institutional Holdings Concentrated) $85,000 High Risk ETH Extremely High (DeFi Leverage Hotspot) $2,600 Extremely High Risk SOL Medium (Asian Capital Preference) $180 Medium-High Risk
History does not simply repeat itself, but it does rhyme
Real Vision CEO Raoul Pal warns: "Yen arbitrage trading is the world's largest macro leverage strategy; liquidations will simultaneously impact stocks, bonds, and cryptocurrencies." However, there are key differences in 2025:
Degree of Pricing: The current market has reflected interest rate hike expectations three months in advance, unlike the surprise rate hike in July 2024
Leverage Structure: Exchange data shows that open contracts have decreased by 40% compared to the peak in 2024
Policy Buffer: The Fed's interest rate cut expectations in 2026 form a hedge, limiting the cliff of dollar liquidity
ćCrypto Journeyćšš Your position is the badge of your understanding.
The market will not disappoint those who seriously study the ecosystem; time will punish speculators who only want to ride the hype. A true badge is not about a single hundredfold achievement but about still being in the game after going through multiple cycles. Every deep squat is to reach a jumping point after touching deeper logic; every zero-risk moment forces you to evolve into a more robust system. When you no longer chase the legend of quick riches, wealth will quietly follow in your footsteps. #ē¾čåØéęÆ #BNB
After making a profit from contracts, immediately enjoy the mountains, rivers, and lakesš
Contract long and short battles have won big! Decisively stop trading and lock positions, changing K-lines for plane tickets, heading towards healing scenery~
ā Swiss Alps: Snow-capped mountains paired with lakes, the mountain breeze blows away all the anxiety of watching the market, the vastness of the world is so relieving! ā Bali: Lying down to watch the sea + chasing sunsets over the rice terraces, the sound of waves is 100 times more healing than K-line alerts, full of relaxation~ ā Iceland: Chasing the Northern Lights, soaking in blue lake hot springs, the desolation of the black sand beach makes the joy of profits double directly!
Trading is for a better life, profits are the confidence to pursue freedom~ Where to next? Seeking recommendations!#åēŗ¦ēä» #åēŗ¦ęę
Education with NómadaCripto: Answering questions from the community
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In this space, you will find answers built from my experience and from a particular perspective, always with the intention of providing clarity. I do not speak from an absolute truth: my goal is to invite you to investigate, contrast different perspectives, and draw your own conclusions. Each person interprets, applies, and lives these topics differently; that is why the results are never the same. Here, I share knowledge that seeks to endure over time, with clear and practical examples that facilitate your learning in the crypto world.
Square Family Celebration! 5000 Gifts raining today! š§ļøš Follow + Comment = Red Pocket unlocked! š„ Energy high rakho ā Party ON! šā¤ļø