$BTC $ETH $BNB 🚨 Japan's interest rate hike countdown! 20 trillion capital migration, is the crypto market facing a life-and-death situation?
Don't just focus on the Federal Reserve! The probability of Japan raising interest rates in December has soared to 76%, and this operation will overturn 20 years of global financial logic, with no exceptions for US stocks, US bonds, and the crypto market!
🔥 Why is Japan's interest rate hike a 'world-class storm'?
For decades, Japan has been the world's 'cheap capital faucet', with zero interest rates and quantitative easing nurturing various risk assets. Now that the interest rate hike is imminent, the 20-year yen carry trade will collapse, and 20 trillion capital will flow back to Japan from around the world, causing US bonds, US stocks, and emerging markets to 'bleed' simultaneously, officially starting global liquidity tightening!
🧨 Historical interest rate spread reversal: Federal Reserve cuts rates, Japan raises rates!
While the Federal Reserve begins its rate cut cycle, Japan plans to raise rates from 0.5% to 0.75%, rapidly narrowing the interest rate spread between Japan and the US. This means that funds are no longer willing to borrow cheap yen to buy US bonds, US stocks, and crypto assets, fundamentally reshaping the underlying capital structure of global risk assets!
🌍 Asset impact overview:
📉 US tech stocks, US bonds, and emerging markets under collective pressure;
📈 The yen welcomes an epic rebound;
📈 The crypto market experiences increased short-term volatility, but in the long term, it may benefit from the collapse of the old order, becoming a new pool of capital. $ETH
🚀 Core conclusion:
Japan's interest rate hike is the biggest 'underlying logic reconstruction' in global finance in 20 years, with the misalignment of Japan and US policies = global liquidity black swan! Crypto investors need to guard against volatility in the short term and seize structural opportunities in the long term. Understanding the trend is key to gaining an advantage!
