# 日元套利

Bitcoin Outlook from Late 2025 to 2026: Short-Term Volatility Forms a Bottom, Long-Term Uptrend Under Easing Narrative
By the end of 2025, the global macro liquidity landscape will undergo several key changes—rising expectations for a yen rate hike, the Fed's rate cuts and QE pause, and the restructuring of forex and gold markets. With multiple variables intertwined, the Bitcoin market is expected to display a “three-stage” trajectory: sharp short-term volatility, mid-term consolidation and recovery, and a long-term upward trend. This article analyzes Bitcoin’s trajectory and key variables fro

🚨 BTC breaks $85,600, 200,000 people Get Liquidated across the network!
🌊 Reason? Yen arbitrage trading is collapsing!
The global $20 trillion arbitrage machine will be forced to sell BTC, ETH, and US stocks once the yen raises interest rates and appreciates 💥
📌 Key Point:
Yen interest rate hike → Borrowing costs rise
Yen appreciation → Losing money on debt repayment
Forced Liquidation → High-risk assets plummet
📅 12/19 The Bank of Japan meeting is approaching, three possibilities:
A｜Scheduled interest rate hike → BTC 80k－85k, reduce leverage, build positions in batches
B｜No Rate Hike → B

Brothers, the financial markets at the end of this year are really about to crack! 🔥
The US is preparing to cut rates to save the market, but then Japan suddenly hikes rates and charges in the opposite direction—these two big players, one stepping on the gas and the other on the brakes, are dragging global capital into a drift!
💥 Here comes the craziest part: the “yen carry trade black hole” that has lasted more than twenty years might really collapse this time!
😨 Think about it, how have the big players played this game all these years?
Borrow dirt-cheap yen → buy US stocks, buy Bitcoin, b

🦋 The butterfly effect of Japan's interest rate hike is back.
The Governor of the Bank of Japan, Kazuo Ueda, stated that he is considering raising the interest rate from 0.5% to 0.75% in December.
Core inflation has reached 3%, exceeding the 2% target.
Looking back at last year: On July 31, an unexpected interest rate hike of 0.15% led to a sharp decline in global markets. U.S. stocks, Japanese stocks, and the entire Asia-Pacific region were affected, with the Nikkei index even triggering a circuit breaker ⚠️.
Reason: The yen is a globally low-cost borrowing currency → Carry trades are fo