Sangbazi

The Bank of Japan's rate hike (end or weakening of ultra-loose monetary policy) typically has a bearish and structurally differentiated impact on the crypto sector. The core logic lies in yen arbitrage trading and global liquidity.
Japan's rate hike → Yen appreciation → Arbitrage funds flow back → Risk assets come under pressure → Short-term bearish sentiment in the crypto space (BTC remains resilient, altcoins weaken further)
1. Yen arbitrage trading is "disrupted"
For a long time: Borrow Yen (low interest rate) to invest in US stocks / cryptocurrencies / high-yield assets
Once Japan raises i

A long time ago, the crypto circle had little to do with the US stock market, each following its own path!
Now, with the big integration—ETFs, private equity firms—it's often similar to the US stock market's rhythm of linkage! The opening and closing times of the US stock market are also worth paying attention to!
Although BTC has fallen quite a bit now, many of the top 100 coins have hit their lows for this year. There are many trying to buy the dip, but take a look at the weekly K-lines of the Nasdaq and Dow Jones; there's still a significant risk of a major pullback!
It is predicted that BT

Each time there's a sudden plunge, altcoins plummet and go offline, all of which provide upward momentum for Bitcoin! BTC also has only over 1 million left to be mined! And other infinitely inflationary coins should be approached with caution for selling pressure!

The Russia-Ukraine conflict is about to ceasefire, and gold has already turned!
The top support has been broken, and the level has also been breached! Gold has dropped 6.3%, setting a record since April 2013!
Gold is also heading towards a downward oscillation!

$HYPE Hyperliqiud not only wants to grab a piece of the centralized cake but also wants to take a dip in stablecoin.

DEX
Many centralized platforms want to seize this market. For retail investors who buy and hold coins infrequently, TP, Matemask, and exchange web3 wallets are sufficient. However, a large portion of the revenue for centralized exchanges comes from contracts. Creating a smooth perpetual contract DEX that attracts users will definitely be a big piece of cake!
Not to mention the future compliance of DEX, just looking at the recent activities of the exchange, it is quite lively!
Hyperliquid's recent performance must have surprised many Centralized Exchanges!
Binance has listed ASTER, and rece

Short to medium term (1-3 years):
CEX remains mainstream, especially among novice users and fiat entry points, but the market share of DEX will gradually increase, particularly in the derivatives sector.
Medium to long term (3–10 years):
If blockchain technology (L2, cross-chain, ZK) matures, DEXs may approach or even surpass CEXs in spot and derivatives trading volume.
The future landscape may be a division of three realms: "compliant CEX + efficient DEX + aggregator."

#美联储降息预期升温 A 25 basis point rate cut will not bring a big pump to the market; instead, it is a signal of weakness!
Gold surged above 3707, and the Nasdaq is also running at a high level with a tendency to pull back. There is significant selling pressure on various assets at high levels.
These 25 basis points do not bring much liquidity; in the face of the big trend, news can only bring a slight rebound, which is not a source of sustained rise!

On Polymarket, the majority predicts a 25 basis point rate cut in September.
Overall, interest rate cuts are good for the market, but sometimes the benefits are realized in advance, and the US stock market is at historical highs, leading to profit-taking!
Typical historical rate cuts, market reaction
If interest rate cuts are accompanied by recession/financial crisis → the market often declines.
If interest rate cuts are preventive easing / soft landing → the market often rises.
The key lies in the background: the market is more concerned with "why interest rates are lowered" rather than "whet

#Crypto market Rebound will alts迎来一波 big pump?
My view is: it is very difficult to occur, at most some coins with strong control will experience big pumps and drops.
Usually, initial funds flow into BTC and ETH, and only later into altcoins. When the rise of BTC and ETH slows down and market risk appetite increases, funds will flow into alts!
With the capital-raising ability of mainstream coins, the liquidity of alts is getting worse.
Strong projects like trump and wlfi with background, news, and attention are basically at full capacity, but the market performance is just average.
When there i