#BOJRateHikeInFocus

A September rate hike now seems almost unavoidable . How will the prices of $BTC $ETH , and $OKB move in the future? Does a rate hike necessarily lead to a price drop? I don't think so. Historically, it mainly depends on whether the hike meets expectations. The current price has already priced in the rate hike expectation. If the Fed raises rates by more than 25 basis points this month, prices will fall sharply. Otherwise, it should be fine.#PPI、CPI公布后，多家机构上调9月加息预期

CRYPTO HAS A BIG MACRO TEST AHEAD. 🌡️👀 Oil is back above $100. U.S. inflation data is coming. And the Fed decision is getting closer. That means volatility could return quickly. For me: Liquidity > FOMO. Let the market show its hand first. #BTC #ETH #Crypto

A quick market take: Bitcoin’s August rally toward $80K was fueled largely by expectations of easier liquidity. Now that those expectations have been priced in, the market may be realizing valuations ran ahead of reality. Don’t mistake a few green candles for a fresh bull run. With the U.S. Treasury repo boost fading, liquidity support is weaker. Unless the Fed turns dovish, downside pressure could continue. This correction may erase August’s gains—or go deeper. #OracleAdobeToday

been confused by the market these past two days? Let's sort it out. First, look at two major negative factors: One is #PPI、CPI公布后，多家机构上调9月加息预期 Inflation isn't going down, and many institutions have hurriedly raised their expectations for a rate hike in September. Rate hikes mean borrowing becomes more expensive, and big money dares not rush in recklessly; this is a sword hanging overhead. Second is #BTC现货ETF三日流出近4.5亿美元. Institutions are retreating, incremental funds are gone, and the market

The BOJ risk is less the next hike than the pace after it. With September fully priced in, Nakagawa's warning on faster tightening makes the policy path more important than the meeting itself. My read: a hike that meets expectations may matter less for global risk assets than guidance that forces carry traders to reassess how long cheap yen funding can last. #BOJRateHikeInFocus

Japan’s government bonds slumped on Friday, tracking a selloff in the US bond market after escalating Middle East tensions drove up oil prices.

Been watching Bessent plug the UST market from every direction.. the sovereign cracks are starting to show: buybacks, defending Yen (raising dollars against USTs instead of BOJ dumping them into the market) plus AI capex arms race is now competing for the same pool of capital Hard not to be reminded of the the historical parallels Plaza in 1985, joint yen buying in 1998, G7 yen selling after Fukushima in 2011. historical context is diff but whenever Washington enters fx market the spillover is always bigger than fx itself When the anchor asset of global capital markets, the presumed “safest asset”, needs this much active maintenance, you know something structurally unstable is cooking

BOJ MAY SIGNAL READINESS TO ACCELERATE RATE HIKES: SOURCES SAY, NO FIXED VIEW ON TERMINAL RATE OR TIMING OF FURTHER INCREASES

BOJ may signal readiness to accelerate rate hikes: sources say, no fixed view on terminal rate or timing of further increases