#加密市场观察 #日本加息 yen interest rate hike = global 'turning off the tap'?

It is basically confirmed that the Bank of Japan will raise interest rates from 0.5% to 0.75% in December, meaning one of the cheapest financing currencies in the world is starting to rise in price, and the Japanese yen carry trade chain will be forced to reprice.

My view on BTC:

• Short term: Interest rate hike landing + expectation heating up, funds tightening, BTC is likely to drop first and then retest the 90000 or even 82000 range before discussing further.

• Medium term: If global risk assets are generally under pressure, BTC may instead be regarded as a 'anti-fiat asset', following a different path from the stock market.

Affected sectors:

• Negative: High-leverage contracts, MEME, GameFi, and other purely emotional sectors—when liquidity tightens, these will be the first to be killed.

• Structurally beneficial:

• Spot BTC / ETH, BTC spot ETF, leaning towards 'hard asset' tracks

• Stable yield DeFi, RWA fixed income products, have the opportunity to benefit from 'interest rate rise + declining risk appetite' migration

In summary: The yen interest rate hike first kills sentiment in the crypto circle, then selects assets. What assets are you choosing? How do you choose the track? Let's discuss in the comments?