2025-12-25 12:50:31

#比特币与黄金战争 $BTC $ETH $BNB

The Bank of Japan suddenly hikes interest rates to the maximum, and now—goodbye to the era of cheap yen. The days when arbitrage funds borrowed yen to scoop up bargains worldwide are gone overnight, forcing massive capital withdrawals and liquidity drying up instantly.

The question is: what will happen to the bubble in the US stock market? And Bitcoin?

In the short term, the retreat of liquidity is indeed a test. Whether Bitcoin can prove its "digital gold" status depends on how it performs during this stress test. On one hand, there is the pressure from risk assets being sold off; on the other hand, there are opportunities for safe-haven buying—it's all about how the market chooses.

The macro game for 2025 has already begun. You are faced with two choices: to panic buy the dip during the liquidity crunch, or to sit on the sidelines for now? There is no absolute answer, only how you choose to bet.

BTC0.88%

ETH0.49%

BNB-0.73%

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.

9 Likes

Reward
9
6
Repost
Share

Comment

0/400

FloorPriceWatcher

· 5h ago

The yen's interest rate hike really caught arbitrage funds off guard, draining liquidity extremely quickly... To put it simply, it's like a casino changing the rules—let's see who reacts fastest.

View OriginalReply0

GasWaster69

· 5h ago

Japan's constant upheaval has caused the global capital chain to follow suit, and this is the current situation. Digital gold and the like, really depend on character at critical moments. I'm betting on the bottom. If this plunge can't even save BTC, then we really need to reflect. To put it simply, the withdrawal of arbitrage positions = an opportunity window. Those with guts are waiting for this. Liquidity exhaustion sounds scary, but for us small holders, it's actually good news—the bottoming rhythm is finally here. Will Bitcoin survive if the US stock bubble bursts? This is a real gold and silver exam question. Yen appreciation, liquidity vacuum, panic buying the dip... with this combination, if Bitcoin doesn't rise, then calling it digital gold is just empty talk. Just waiting to watch the show; anyway, there's no answer in the short term, and in the long run, BTC still has to prove itself.

View OriginalReply0

SorryRugPulled

· 5h ago

Japan's move is really brilliant; the arbitrage paradise is gone... liquidity is being pulled out, and the crypto world should be heating up. This round, it's either buy the dip or hide; it all depends on your mindset and luck. Can Bitcoin really serve as digital gold? Honestly, it's just about this wave. The US stock market bubble isn't really related to us; anyway, it's going to fall.

View OriginalReply0

BankruptWorker

· 5h ago

The Bank of Japan's recent move has really caused panic among people, with arbitrage funds retreating and blood flowing everywhere. Now it's all about whether BTC can withstand the pressure... But to be honest, as a poor person like me, I'm just waiting to buy the dip. Anyway, I'm already bankrupt, so I’m not afraid of it falling further haha

View OriginalReply0

SchrodingersFOMO

· 5h ago

The Bank of Japan's move directly sends the arbitrage army back to its original form, which is quite satisfying to watch. But if I really want to buy the dip, I still need to see if BTC can truly hold up, and not just be "digital gold" on paper again. I'll sit on the sidelines and observe—it's better than getting chopped like a leek. This game is too big.

View OriginalReply0

BearMarketSurvivor

· 5h ago

Japan's move is really ruthless, and the arbitrage game is directly changing. Speaking of which, whether BTC can truly become the "digital gold" this time, we'll see in this wave. --- Liquidity has been drained, which is actually an opportunity for the tough players. The question is, do they dare to get in? --- It's another two-choice situation, but I think the real gamblers have already placed their bets. --- With the yen's interest rate hike, global funds are in chaos. If BTC can stay stable, that's a win; don't expect too much. --- This round has eliminated some people, and those who remain are true believers. --- Watching the show from the sidelines is also good; anyway, it's easier to fall than to rise. --- The cheap yen is gone, and those who rely on arbitrage to make a living should wake up. What about BTC? As I said before, let's see the proof first. --- The US stock market bubble is so big that it can't be burst. Let's just wait and see how far it can spread.

View OriginalReply0