2025-12-17 13:41:11

#数字资产市场洞察 Friday's Bank of Japan meeting is coming, and this time they might really go all out.

To put it simply, once the Bank of Japan shifts towards interest rate hikes, the ripple effects could be larger than you imagine. Borrowing costs for the US government, businesses, and ordinary people will all surge. This will create the highest interest rates in nearly 30 years.

More importantly — the Bank of Japan will no longer "pay the bill" for global risk investments. The previous low-interest arbitrage strategies were already shaky, and now they are even more precarious.

Don't be too optimistic about the stock market either. The Nikkei 225 has already risen 24% this year, far surpassing the US S&P 500. The yen against the dollar is expected to appreciate by 1.5% in 2025, with a clear upward trend. The decision on Friday is likely to put pressure on the liquidity in the Japanese stock market.

From another perspective, this policy adjustment's impact on global asset allocation deserves careful consideration.

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SerumDegen

· 2025-12-20 11:07

ngl the carry trade is finally getting liquidated and we're all about to feel it... cascade incoming fr fr

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NFTRegretful

· 2025-12-20 08:53

If the Bank of Japan really raises interest rates this time, the carry trade leeks should panic. Arbitrage trading was already on shaky ground, and now it's about to be cut off. The Nikkei 225 surged so fiercely; after Friday, it might have to catch up with the decline... A 30-year high interest rate environment—who can withstand this? It feels like global assets are about to be reshuffled; holding and observing.

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BearMarketGardener

· 2025-12-18 13:15

The Bank of Japan's recent move could really cause a major stir; the low-interest arbitrage trade is hanging by a thread.

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ProofOfNothing

· 2025-12-18 01:12

The Bank of Japan is really going all out this time. Arbitrage traders should be trembling. Who will bear the brunt of soaring borrowing costs?

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quietly_staking

· 2025-12-17 14:10

Now the Bank of Japan is really about to make a move; the end of the carry trade is near.

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PessimisticLayer

· 2025-12-17 13:57

Here comes the rhythm of chopping leeks again

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CommunityWorker

· 2025-12-17 13:53

The arbitrage game is coming to an end. Let's see who still dares to go long naked now.

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FOMOSapien

· 2025-12-17 13:48

If the Bank of Japan really takes action, the arbitrage trading strategies will be pretty much GG --- 30-year high interest rates? Oh my, borrowers are going to cry their eyes out --- The Nikkei 225 is rising so aggressively, it probably doesn't feel very good to get hit from the other side --- Another wave of global asset reshuffling is coming, and where the money flows will be a big question --- The era of low-interest arbitrage is over, time to rethink allocation strategies --- Lending costs in the US are about to skyrocket, this transmission chain is a bit cut off --- The yen has appreciated by 1.5%, feeling a bit stuffy, will it continue to push higher later? --- Wait until Friday, it feels like this time it's not a false alarm

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