This is not alarmist talk, but speaking with historical data.

Once the Bank of Japan confirms a rate hike this week, Bitcoin may face a severe liquidity-driven test. The pattern from previous years is clear—the last time Japan raised interest rates, BTC experienced dramatic fluctuations of 20%-25%.

Why? The logic is straightforward. After Japan's rate hike begins, the world's cheapest yen financing costs rise accordingly, forcing arbitrage traders to close positions, and large amounts of capital withdraw from risky assets like cryptocurrencies and stocks. The result is overall market pressure. If interest rates truly rise to 0.75%, it is highly likely that BTC will fall below $80,000, and in extreme cases, it could even touch $70,000.

The market doesn't care how you see it. It only follows liquidity.

Smart traders won't sit and wait; they set up defenses in advance. Under the impact of tightening global liquidity, most assets tend to fall together and drag each other down. During such times, you need to reserve a territory in your asset portfolio that is unaffected by the monetary policy storm.

What is that territory? It should be assets that are completely independent of any country's central bank policies and can maintain your operational capacity. Stablecoins play a role here—they are not only price anchors but also act as emergency insurance during liquidity crises.