Cá-Cơm

🚨BOJ's Strange Rate Hike... #bojraisesratesto31yearhigh IJapan iye yenyuse ama-rate afinyelele phezulu eminyakeni engu-31. Iyen isaqhubeka ibuthaka. Lokho kuyaphikisana—kuze kube yilapho ubheka i-carry trade. I-BOJ inyuse i-policy rate ngo-25 bps yaya ku-1.25%, okuphakeme kakhulu kusukela ngo-1995, ngesinqumo sokuvota esingu-7–2. Futhi kube ukunyuka kwesibili ezinyangeni ezintathu kuphela. Kodwa USD/JPY yagxuma yaze yafinyelela ku-158.05 ngemva kwesinqumo. Kungani? Imakethe igxile kubavoti ababili abaphikayo ngaphakathi kwe-BOJ futhi yahlulela ukuthi isiqondiso asiqinile kunalokho obekulindelwe. Lokho kubalulekile kakhulu ngaphezu kweJapan. Iyen ibe ingenye yezimali ezinkulu zokuxhasa (funding) emhlabeni ze-carry trade—uboleka kancane eyen, uyisebenzise kumathuluzi anika isivuno esiphezulu kwenye indawo. Ngakho ukulandelana kwangempela yile: I-BOJ iyqinisa → ukusebenzisa imali ngeyen kuyabiza kakhulu kodwa: iyen iyabuthaka → izikhundla ze-carry aziphoqeleki ngokuzenzakalelayo ukuthi ziphume Futhi ukusabela kweBitcoin kwenza isithombe sibe mnandi nakakhulu. I-BTC ibuye ngamandla ngemva kwesinqumo se-BOJ, yafinyelela cishe ku-$81K ngokusho kweReuters. Ngakho isignali yanamuhla ayilona nje: “Ukuqokwa kwama-rate eBOJ = i-BTC ayithandeki.” Umbuzo omkhulu ukuthi ukushtrayela kweJapan kuzogcina kudale yini ukukhuphuka okuqinile kweyen ngokwanele ukuphoqa ukuhlehla okukhulu kwe-carry trade. Okwamanje, i-rate iyahamba. Iyen ayilandelanga. Leyo ingxenye okufanele uyibuke. #BoJ #BTCBreaks80K #BTC #JPY