#加密生态动态追踪 Will Japan's rate hike trigger a financial storm? This claim is unfounded.



Since early 2024, the Bank of Japan has been pushing its rate hike cycle, completing four rounds of operations by January this year, raising the interest rate from -0.1% to 0.5%. Rate hikes have been ongoing for two years, and for those funds engaging in carry trade arbitrage, there’s no need to wait for a specific moment to exit. They should have already looked for opportunities to withdraw. Why wait until everyone else rushes out at the same time? Logically, that doesn’t make sense.

Looking at the scale of funds. According to industry estimates, this arbitrage capital amounts to about $20 trillion. In the context of the global financial markets, this is just a drop in the bucket. Can this liquidity really cause a storm? That's an over-interpretation. Every trading cycle brings various risk theories, but in this era of information explosion, we must learn to distinguish genuine signals from false alarms. Topics in finance should be handled with caution—don’t believe everything you hear, and avoid spreading baseless rumors.

The market is always testing expectations. Well-thought-out strategies are often more stable than following the crowd blindly.
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SerumSurfervip
· 8h ago
It should have run long ago, but waiting for a specific time to act all at once—this logic really doesn't hold up. 200 trillion in the global market is truly just a drop in the bucket. Every time, someone stirs up some kind of storm—just listen and ignore it. I'm just puzzled why so many people still believe this narrative; you need to learn to tell the difference.
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AltcoinHuntervip
· 8h ago
Is it Japanese rate hike panic again? I think this time it's definitely an overinterpretation. After two years of rate hike cycles, the funds should have already withdrawn, why wait until now to all run at once? That doesn't make sense.
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GateUser-c799715cvip
· 8h ago
Arbitrage funds should have moved out two years ago; now you're just worrying unnecessarily.
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MEVHunterBearishvip
· 8h ago
The logic indeed holds up; 20 trillion in the global market simply can't cause a wave. Listening to too many risk theories may actually make you more vulnerable to being cut.
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