#数字资产市场动态 💭 What signals did the Bank of Japan send on Christmas Eve? This could change your understanding of the crypto market.

The era of low-interest Japanese yen may be coming to an end. On Christmas Eve, the Bank of Japan revealed several key pieces of information—wages are continuously rising, inflation remains above the target, real interest rates are still low, but monetary policy will be dynamically adjusted next year. In other words, the nearly zero-cost yen arbitrage era is coming to a close.

Can you imagine what this means? Large institutions around the world that leverage low-interest yen for asset allocation will need to reassess their positions overnight. This is not just a Japanese issue—the long-standing cycle of cross-border low-interest capital flows is entering a period of adjustment.

What chain reactions might this trigger?

Japanese government bond yields are beginning to reprice. High-liquidity assets worldwide face rebalancing pressures. Valuations across various asset classes are poised for adjustment opportunities. The most direct effect is that market volatility is starting to increase.

For crypto players, this shift cannot be viewed as just news. As capital allocation logic adjusts, liquidity will be redistributed among different assets. Those who can seize this reshuffling trend may capture new opportunities ahead. Conversely, those accustomed to a loose liquidity environment may find it difficult to keep up during this cycle transition.

Understanding this is key to staying steady; reacting late could lead to missed opportunities. The core of this change is a deep adjustment in the global liquidity landscape.

Risk warning: Investing involves risks; please proceed with caution. Past market performance does not guarantee future results.

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