2025-12-25 12:50:35

#美联储回购协议计划 $BTC $ETH $BNB

The Bank of Japan suddenly raised interest rates, signaling the end of the cheap yen arbitrage era. A large amount of cross-border capital is urgently adjusting its positions, and the inflated valuations of US stocks are beginning to come under pressure — all of this is testing the true value of Bitcoin.

Liquidity withdrawal has been the main theme recently. In this environment, can Bitcoin withstand the stress test? Will it perform as expected as "digital gold," or will it face risks due to tight liquidity? These questions have no simple answers.

The global capital game of 2025 has already begun. Market participants stand at a crossroads: should they take advantage of the pullback to buy the dip, or wait and see before acting? Every choice has its logic; it all depends on how you assess the current risk-reward ratio.

BTC-0.13%

ETH-0.7%

BNB-1.03%

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zkNoob

· 9h ago

The move to raise interest rates in the yen caught me off guard. The arbitrage army has to disperse. With liquidity so tight, can BTC really withstand it? Or is it time to start bottom fishing again...

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MonkeySeeMonkeyDo

· 9h ago

The yen's interest rate hike really caught everyone off guard, and the era of arbitrage is gone. But on the other hand, this is actually a time to see who truly believes in BTC.

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SandwichTrader

· 9h ago

The appreciation of the Japanese Yen really screwed up this time. Arbitrage traders are fleeing, and liquidity in the crypto circle was already fragile. Now it's even more difficult. What truly tests are those leveraged positions. The logic of buy low and sell high is just a joke in the face of liquidity exhaustion. Digital gold? Let's first see if it can withstand this round of balance sheet reduction. Currently, there's not much confidence. Right now, it's a split between gamblers and onlookers. I'll hold onto what I have for now and watch for two weeks.

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WalletDivorcer

· 9h ago

The Bank of Japan's move directly shattered the arbitrage dream. Now, who still dares to buy Bitcoin at the bottom... Wait, is liquidity really about to retreat? I better quickly check my positions... Digital gold? Wake up, when there's liquidity pressure, nothing is gold... Standing at the crossroads, but it feels like no matter what I choose, it's a trap. Buying on dips while listening to the US, just worried that it will go lower after dropping, do you really dare? The overvaluation of US stocks and the pressure are long overdue, but the crypto market's synchronized decline is a bit unreasonable. The risk-reward ratio can't be calculated, so might as well wait to cut losses haha...

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quietly_staking

· 9h ago

The recent interest rate hike in the Japanese Yen feels like big funds are really pulling out... Can BTC withstand it? To be honest, I have no confidence.

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NewPumpamentals

· 9h ago

The recent appreciation of the Japanese Yen really trapped a lot of people, and they are still lying in blood. When liquidity tightens, BTC gets hit. All this talk about digital gold is nonsense; the key is whether there are willing buyers to take over.

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