2026-01-05 23:40:22

#数字资产动态追踪 🚨 The Bank of Japan's latest move is serious

Ueda and his latest statements once again signal a hawkish stance: rate hikes are unstoppable, and interest rates have hit a 30-year high, but this is just the beginning. This issue seems to concern only Japan, but in reality, it has triggered nerves in global risk assets — those tens of trillions of dollars of cheap funds supported by yen arbitrage trading are accelerating their retreat. Bitcoin, as a global liquidity indicator, is naturally the first to be affected.

Looking at history, we can see the power of this. In July last year, Japan's rate hike caused BTC to drop 23% in a single week. The previous three rate hikes each triggered over 20% retracements, and this is no coincidence — behind it is a chain reaction of large-scale liquidation of arbitrage trades. On-chain data also shows that institutions have already started reducing their positions.

But this time might be different. The market has somewhat digested part of the rate hike expectations, and the Fed's rate cut bets still carry uncertainties. The global liquidity landscape is far more complex than it appears. Currently, Bitcoin is at the critical 90,000 level, with bulls and bears in confrontation — whether to follow the trend and exit or to bet on "the bad news is priced in," everyone's decision varies.

Being alert to a liquidity storm is necessary, but don't forget we are still within a cycle. Risk management first, and protect your positions.

BTC3,05%

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AirdropChaser

· 01-08 23:37

Something's happening again in Japan... Whether history will repeat itself is hard to say, but the 90,000 level is indeed a bit risky. It seems like the institutions are all just watching the show.

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OnChain_Detective

· 01-08 22:51

ngl, pattern analysis screaming red flags here... japan's carry trade unwinding always hits different. let me pull the historical data—23% single week dump last july? that's not noise, that's institutional panic liquidation cascading through the network. flagged those wallet movements weeks ago, this was predictable.

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AirdropJunkie

· 01-08 18:17

The Bank of Japan is causing trouble again, but this time the 90,000 level feels different. The institutions probably already ran away, right?

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LiquidationWatcher

· 01-06 00:09

Another round of cutting the leeks. I've seen this play by the Bank of Japan too many times, but the key still depends on how the Federal Reserve responds.

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HodlKumamon

· 01-06 00:08

Xiongxiong just calculated the historical data, and the probability of this wave of Japan's interest rate hikes triggering a chain reaction is still quite high. However, the market has already partially digested it, so there's no need to run away completely. The key is risk control and position management; sisters who are dollar-cost averaging can continue as usual.

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MainnetDelayedAgain

· 01-06 00:07

According to the database, the correlation between the Bank of Japan's rate hike and BTC retracement has been recorded for the 4th time. It has been 365 days since the last 23% plunge, and the historical trajectory accuracy is truly an art. --- Another liquidity storm warning. This phrase has been fermenting in my delay statistics sheet for several rounds. But to be fair... the 90,000 level is indeed quite interesting. --- I just want to ask, how long has the "bullish" pattern been baked this time compared to the last one? --- Ueda's statement just triggered this reaction. The market's response speed is really fast. I just don't know if this time it's a single-week 23 or some other number. Let's wait and see. --- Arguments about closing arbitrage trades and institutional reduction are quite solid, but forget one detail — every time history repeats, someone always says "this time is different," and the result? --- Holding your position is the most heartbreaking phrase because those who should have run early already did.

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StableBoi

· 01-06 00:05

The Bank of Japan's move has caused all arbitrage trading to flee, and liquidity indeed collapsed quickly. But the 90,000 support level is still holding; let's see how the Federal Reserve cooperates. History repeating itself doesn't mean it will always be the same.

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ExpectationFarmer

· 01-06 00:03

The Bank of Japan is causing trouble again. Is the arbitrage trading about to collapse? Historically, it's been quite ruthless, but this time it seems the market was already mentally prepared. Don't believe it? See if the 90,000 level can hold.

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