#BinanceABCs Friday's sell-off was just the appetizer. The real test is still ahead—the Bank of Japan's pressure cooker is about to open.

If you're already thinking about bottom fishing now, your risk awareness should be awakened.

**Data in front of you**

According to Polymarket, the market has already given a 98% certainty: the Bank of Japan will raise interest rates to 0.75% at the meeting on the 18th-19th. The number may not seem big, but what does it break? It breaks 30 years of ultra-loose monetary policy. This is not a fine-tuning; it's a major turning point.

**Why BTC rebounds are met with selling**

There is a fundamental logic at play behind this.

In recent years, the institutional playbook has been simple: borrow cheap yen, then invest in high-yield assets (like risk assets such as BTC), and profit from the spread between returns and borrowing costs. This was the "comfortable days" of global capital.

But once the yen hikes interest rates, this game is completely reversed. Borrowing costs rise, and maintaining this arbitrage position suddenly becomes more expensive. Institutions are forced to choose: either continue to lose money or liquidate their positions. The result is what we see now—whenever BTC rebounds, it faces structural selling pressure. This is not just emotional panic; liquidity is systematically withdrawing.

**How to play at this stage**

This pressure can't be relieved in the short term. The dumbest move is to bottom fish with a wishful thinking mindset.

To be blunt, most of those taking the plunge now will likely get caught. The smarter approach is: hold steady, protect your principal, and be patient. Wait for the interest rate hike to fully land, panic selling to clear out completely, and the market to reach a despairing peak. That’s when it's time to pick up bargains—because cheap chips always appear in the darkest moments.