#数字资产市场动态 The Bank of Japan has truly shifted to a hawkish stance for the first time in ten years🔥

$BTC

Ueda Kazuo delivered a tough message in his Christmas speech — wages and prices are rising, the 2% inflation target has become a reality, and the era of negative interest rates is coming to an end. Real interest rates have long been absurdly low, and he’s no longer willing to continue with this situation. In plain language: I’m really going to turn off this ultra-loose faucet. The interest rate hike plan for next year will proceed as scheduled.

At the press conference last week, he was still playing a game of tai chi, and the market didn’t take it seriously at all, immediately smashing the yen to 157. It’s estimated that the governor was so angry that he changed his speech on the spot — “Don’t believe I’m serious? Let me show you clearly!”

When this Christmas big move was announced, global traders finally reacted. The most uncomfortable ones are those Wall Street institutions making money through yen arbitrage — the Carry Trade game is about to change. That once “global ATM,” the cheap yen, may now have to pay real money in costs.

Simply put: Japan’s easing cycle has officially ended.

Market funds are frantically re-pricing, but many are still struggling with the question “Can I now buy the dip in the yen?” Wake up, the game rules have already changed.

The next key point depends on the specific implementation of the rate hikes. Ueda has no room for dovish moves this time — the era of real guns and swords has arrived.

What do you think? Will this central bank shift push BTC higher, or will it first wipe out leveraged positions?