2025-12-05 05:23:48

Kazuo Ueda’s latest rate hike stance really caught the market off guard. The three major US stock indexes dropped in response—the Dow plunged 427 points—and even the crypto space wasn’t spared. How to put it? It’s like your favorite store suddenly offering a big upgrade to membership benefits—wouldn’t you be tempted to move your money over?

Japan is the largest holder of US debt, with $1.2 trillion in US Treasuries. Every move they make is like a sword hanging over global markets. Look, Japan’s 10-year government bond yield has shot up to 1.8%—the highest since the 2008 financial crisis. Funds are flowing into Japan, and US Treasury yields have been pushed up to 4%.

At the end of the day, central bank monetary policy adjustments impact much more than just the stock market. When capital flows change, liquidity-sensitive sectors like crypto naturally have to follow suit and fluctuate as well.

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SoliditySlayer

· 8h ago

Japan's move this time is truly brilliant; they've directly attracted global capital... Our crypto community has just become a field of leeks waiting to be harvested.

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0xOverleveraged

· 9h ago

Japan is really starting to play hardball. The flow of funds to Japan was something I could have predicted a long time ago. It's just that the Fed didn't react in time.

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JustHodlIt

· 22h ago

When Japan makes a move, the whole world trembles... Our crypto space is like riding a roller coaster—wherever the capital flows, we get tossed around right after.

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SatoshiHeir

· 22h ago

It should be pointed out that this analysis makes a fatal mistake—taking the surface phenomenon of capital flows as the fundamental driving force. According to the underlying logic of the whitepaper, Bitcoin is supposed to be immune to fiat monetary policy. So what’s the result? It still fluctuates with the mainstream trends. What does that indicate? It shows that the majority of holders simply do not understand the true essence of decentralization. On-chain data shows that those who fled this time were not believers, but speculators. The interest rate hike in Japan was indeed a catalyst, but if you ask me, what was exposed is the real problem.

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MoonMathMagic

· 22h ago

Ueda really knows how to stir things up. When Japan makes a move, the whole world trembles. Holding $1.2 trillion in US Treasuries, they just raise rates whenever they want, and funds immediately flee to Japan... The crypto world really took a hit this time.

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RunWithRugs

· 22h ago

The Japanese are really ruthless this time, directly fueling the U.S. Treasury market. Funds are flowing to Japan, and in the crypto space, we can only sit back and watch.

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UncleLiquidation

· 22h ago

Japan really pulled a brilliant move—$1.2 trillion in US Treasuries has directly become financial leverage. With capital flowing over there, how can the crypto world survive... Once liquidity tightens, everything else will go down with it.

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DegenMcsleepless

· 22h ago

When Japan makes a move, the whole world trembles. Now all the capital is flowing to Japan, and our crypto circle has become the sucker... The RMB is going to suffer again, and this interest rate hike cycle has just begun. Ueda is truly ruthless—one sentence knocked down 427 points and directly rewrote the global capital flow. Impressive. With $1.2 trillion in US Treasuries in hand, just a flick of the wrist can trigger a global storm... Having money really does mean doing whatever you want. When liquidity dries up, coins have to fall. The logic is sound. Now it’s just a matter of who can survive until the next round of quantitative easing. It feels like global central banks are all acting in concert, one after another. Buying the dip now? I advise against it—Japan isn’t done raising rates yet. Capital is frantically shuffling between US stocks, US bonds, and Japanese bonds. On our side, we’re just getting harvested.

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ser_aped.eth

· 23h ago

Whenever Japan makes a move, the US stock market gets jittery, and the crypto market suffers even more. Who can handle this?

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