2025-12-25 12:50:40

#数字资产市场动态 $BTC $ETH $BNB

The Bank of Japan's move to raise interest rates directly exposes the global arbitrage bubble. The yen's appreciation and the end of the era of cheap financing are completely over, and arbitrage funds are rapidly withdrawing—US stock market bubbles are beginning to wobble, dragging digital assets into the turmoil.

What does this mean for Bitcoin? Liquidity is visibly receding. Some say this is the final stress test; if it can withstand this, it proves that BTC is truly resilient like digital gold. Some have already timed the bottom and started to buy the dip; others choose to wait and see, or even exit.

Honestly, the macro game of 2025 has just begun. Central bank policies, capital flows, market sentiment—every variable is being re-priced. Your choice largely depends on how you view the depth and duration of this liquidity tightening.

BTC0.05%

ETH-0.39%

BNB-0.82%

View Original

This page may contain third-party content, which is provided for information purposes only (not representations/warranties) and should not be considered as an endorsement of its views by Gate, nor as financial or professional advice. See Disclaimer for details.

13 Likes

Reward
13
3
Repost
Share

Comment

0/400

LightningPacketLoss

· 9h ago

Is it time to buy the dip or signals to cut losses? Honestly, it all depends on who has a strong mindset. --- Once the Bank of Japan intervened, global arbitrage positions collapsed... This wave of liquidity withdrawal is indeed quite harsh. --- Stress test? Laughable. If BTC truly can't withstand this, then don't call it digital gold. --- Waiting and watching to see how big funds move. --- The end of cheap financing—that's when the real storm begins. --- It should have happened long ago; the previous arbitrage chain was too fragile. --- Now, fleeing or buying the dip—how different could the outcomes be for these two groups this year? --- With liquidity tightening without a bottom, who dares to hold heavy positions?

View OriginalReply0

TokenomicsDetective

· 9h ago

When liquidity recedes, true asset allocation begins. The Bank of Japan's move has indeed changed the game. I understand the mindset of bottom-fishing, but we really need to see how the central bank plays its cards next. Whether Bitcoin can withstand the pressure mainly depends on how institutions and large funds react. The 2025 chess game is just beginning, so don't rush.

View OriginalReply0

ShibaSunglasses

· 9h ago

The Bank of Japan's move this time is really ruthless, directly draining the blood from arbitrage. As liquidity recedes... honestly, it's just about seeing who can hold on. --- To be honest, people are quite bold now when it comes to bottom fishing. I'm still observing, waiting to see how far this drop can go. --- Here we go again, re-pricing is happening again. This is the annoying part about the crypto world; when macro moves, everything swings along. --- Can BTC withstand this wave... frankly, I have no confidence. The logic behind gold sounds good, but if liquidity really gets stuck, it's hard to say. --- This time is different, the central banks are serious. It feels like the real storm will start in 2025. --- I agree quite a bit with the argument that the duration of the gamble matters. Short-term tightening and long-term balance sheet reduction have vastly different impacts. --- The US stock market is wobbling, and crypto is also trembling... forget it, I’ll just keep hodling. Anyway, I can't run away.

View OriginalReply0