BOJ rate hike probability surges to 90%—this signal is deadlier than you think.



The world’s largest carry trade is now entering its liquidation countdown.

What will this move trigger? Three direct consequences:

First, those who borrowed low-interest yen to bet on US stocks and crypto assets—the game rules have completely changed. The classic strategy of the past decades has now become a hot potato.

Second, trillions in capital must find an exit. Risk assets? Sorry, not the place to be right now.

Third, overall market liquidity will tighten across the board. Don’t expect BTC to be immune—when global funds start to flow back, no one is exempt.

What’s more troubling is that the domino effect has already started:
Yen rate hikes → wave of forced liquidations → stock market under pressure → safe-haven funds flee → all high-volatility assets suffer together

Still think the crypto market can run its own course?
Wake up. When the whole room starts running out of air, those closest to the door usually go down first.

My view is simple:

In the short term, during a liquidity crunch, holding cash is the safest choice.
In the long term, the more turbulent the traditional financial system, the more valuable decentralized assets become.
Strategically, a crash is actually a window of opportunity to build positions at low cost.

In a word:
When the old order begins to unravel, smart people secure a ticket on the next ship in advance.

Is it time to stock up on coins or dollars? Weigh it yourself.

(Risk warning: The volatility strength of global deleveraging will give you a whole new understanding of what a market shakeout means.)
BTC-2%
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AirdropHunter007vip
· 16h ago
With this move in the yen, the carry trade is completely blown up. We leverage guys are probably going to be eating dirt.
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SandwichVictimvip
· 20h ago
Coming back with the same story? Yen interest rate hikes = a doomed situation. I've been hearing this for three years, haha. But this time, liquidity is really starting to strain. Watching trillions of dollars flow back, I really need to stock up on some dollars first to preserve my assets.
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AirdropHunter420vip
· 12-11 22:25
The recent interest rate hike in the Japanese Yen is really intense... The carry trade is collapsing, and BTC probably can't escape either. Only the tough ones are still fully invested now.
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HashRateHermitvip
· 12-09 21:46
Yet another doomsday prophecy for carry trades—seriously, is there really no one bullish on the yen this time? By the way, are those who borrowed yen for leveraged trades freaking out right now?
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VitaliksTwinvip
· 12-09 21:40
As soon as the yen moves, carry trades get wiped out… This wave could really force a bunch of leveraged players out of the market.
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nft_widowvip
· 12-09 21:32
Once the yen raises rates, the arbitrageurs have to flee—no one can escape this wave of liquidity tightening. Cash is king in the short term, but in the long run, you still need to accumulate coins. It’s that simple. But this kind of panic narrative comes around every year. Who will go down first? Hard to say. The wave of liquidations is fierce, but those who build positions at the bottom always have the last laugh. That’s how it’s always been. Basically, it’s just asset reallocation: some people exit, others pick up bargains—it depends on which side you’re on. Is BTC really doomed? I think it can still hold out for a while. After all, we’ve seen worse over the years. The domino effect sounds scary, but aren’t the institutions all waiting to buy the dip? Debating whether to hold coins or dollars is pointless—you should keep some of both. In a liquidity crisis, cash is actually the safest, but for long-term returns, you still have to rely on crypto. Every time, people say it’s going to crash, and every time it pulls through. How different can it be this time?
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Gm_Gn_Merchantvip
· 12-09 21:31
With the yen raising interest rates this time, it really feels like the carry trades are about to blow up... Friends who borrowed at low interest to bet on crypto might have to start cutting their losses. Once liquidity tightens, BTC can't escape either. This time it's really about whose holdings are solid enough. Instead of worrying about whether to hoard coins or dollars, you should ask yourself if you can withstand the downturn. When the wave of liquidations comes, all high-volatility assets get wrecked—no exceptions. This round, you either wait to buy at the bottom or hold onto cash; anyone wavering in between is just cannon fodder. It'll definitely be tough in the short term, but in the long run, the value of decentralization might actually stand out... To put it nicely, it's an opportunity; to put it bluntly, it's just betting that the big players can hang on till the end. The key is to watch the central banks' resolve. If Japan really dares to raise rates, then global carry trades will really explode. Right now, a bunch of people are still fantasizing about crypto having an independent trend—wake up, that's not realistic. Instead of predicting, you'd better manage your own positions and not get caught off guard by the carry trade wave.
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ForkYouPayMevip
· 12-09 21:26
When the yen moves, the whole world trembles. The carry trade sword is finally about to fall. I wonder how those guys who borrowed at low interest rates and went all-in are feeling now, haha. Once liquidity gets pulled, BTC will suffer too. Don’t believe in any so-called independent price action—that’s just a story for newbies. In the short term, just hold cash. The real strategy is to wait for a crash before jumping in. With this move by Japan, it feels like the whole market is about to be turned upside down. The time has come, everyone. The countdown to liquidation has begun, and assets closest to the exit are definitely getting hit first. This round will reshuffle the cards again. I’ve long suspected something was off with the yen. Whether you’re hoarding coins or dollars, honestly, now isn’t a good time for either. Just wait and see for now.
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BearMarketBardvip
· 12-09 21:25
This round of the yen rate hike domino effect means carry trade players really have to recalculate. Once liquidity tightens, no one can escape.
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PerpetualLongervip
· 12-09 21:25
Here comes another story of arbitrage unwind. Well... in the short term, you really need to stock up on USD to survive, but in the long run, the value of crypto will only become more prominent. This is the last chance to get in—I’m already prepared to start building my position for the next cycle.
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