#ETH走势分析 Japan's 30-year government bond yield has surpassed the historical high of 3.405%, and the TradFi circle is starting to shout "the crisis is coming."

But from another perspective, this is not a signal of a crash, but a whistle for a reshuffling of funds.

The thirty-year myth of deflation has shattered into pieces. If the Bank of Japan, the last bastion of global easing, truly turns around, where will the overflowing liquidity surge? The yield on U.S. Treasuries isn't sweet enough, and gold? It's too slow.

Once the yen arbitrage trade reverses, trillions of hot money will need new outlets. The speed of response and volatility of the crypto market naturally make it a hunting ground for such funds.

Don't always focus on the words of the Federal Reserve; sometimes the turning points are hidden in quieter places. $BTC $ETH $SOL The current pricing of these assets may not fully reflect this variable.

ETH9.65%

BTC7.75%

SOL12.64%

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DaoResearcher

· 7h ago

From the perspective of governance mechanisms, the market pricing issue of the Bank of Japan's policy shift involves a game equilibrium with multiple solutions under information asymmetry— in other words, the existing pricing models for crypto assets may be systematically undervalued. It is worth noting that if a trillion-level liquidity shift truly occurs, the vulnerability of the Token weighted voting mechanism will be thoroughly exposed under such extreme fluctuations. It is recommended that everyone first read the empirical research on macro arbitrage strategies and the correlation of on-chain capital inflows; based on the data performance, the pricing of ETH indeed has not yet reflected this turning point.

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GetRichLeek

· 12h ago

Wow, I really didn't expect this move from Japan. If trillions of hot money really flow into encryption, can BTC break its all-time high directly? I'm a bit hesitant about my holdings right now.

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Web3Educator

· 13h ago

ngl this BoJ plot twist hitting different... the carry trade unwind is gonna be wild when those trillions start looking for exits. honestly if japan finally breaks its deflationary spell, the liquidity flood into crypto is kinda inevitable imo. traditional finance always sleeps on speed advantage we got here lmk

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LiquidityNinja