ethtrendanalysis

Brothers, Bitcoin just dropped from over $90,000 to $85,000. Are people blaming the joint meeting by 13 ministries to curb speculation in crypto trading?
Hehe… you’re overthinking it. That meeting at the University of Tokyo is like taking off your pants to fart — completely useless. There have been countless grand meetings in the past, yet prices always move on their own.
The real culprit? The Japanese side quietly flipped the table and set off a nuclear bomb — their 10-year government bond yield has quietly soared to 1.1%!
Since the 2008 US subprime crisis, we haven’t seen numbers this high. Many don’t realize how crucial this is for crypto. Let me explain in simple terms:
Imagine the Bank of Japan as the world’s largest “zero-cost borrowing” wholesale market. For the last decade, the boss of this market (the Bank of Japan) has been subsidizing everything — borrowing rates almost zero. Wall Street suits flock in like flies to honey, borrow cheap yen, and turn it into knives to buy US Treasury bonds, chase AI stocks, and even Bitcoin. Losing doesn’t hurt because the money was basically free — profit is pure gravy. This is called yen arbitrage trading, the largest and longest-running “playing the game without money” scheme in the world. We crypto traders are just riding the edges of this wave.
Now something big happened: the boss of the “zero-cost borrowing” market suddenly says, “Rules changed! Borrowing now has a handling fee!”
Why? Domestic inflation in Japan is out of control. The money old people deposit in banks is losing value fast. The central bank can’t keep rates zero any longer — markets are betting rates will rise in December.
This triggers chaos:
1️⃣ Costs rise — borrowing is no longer free, shrinking arbitrage profits.
2️⃣ Everyone expects the yen to strengthen. Institutions who borrowed cheap yen now have to repay with more expensive yen — exchange rate losses pile up.
3️⃣ What happens? Mass liquidation. Profitable and losing assets — US stocks, bonds, gold, Bitcoin — all sold to get cash and repay debt. Bitcoin gets hit first because of liquidity and 24/7 trading.
This is not a technical breakdown — this is the end of the era of global free-yen leverage.
Some idiots might say: “Don’t worry! The Fed is about to cut rates, it’ll save the market!”
Bro… wake up. Cutting rates is like putting a band-aid on a broken leg. Japan isn’t patching — they’re pulling the life support. Even if the Fed cuts rates, dollar rates fall, yen rates rise — arbitrage space shrinks even faster. You can’t fix a balloon with a hole by inflating it.
The real dates to watch:
📅 Dec 10 – Will the Fed cut interest rates? If yes, will “good news = bad news” play out?📅 Dec 19 – Will the Bank of Japan raise rates? That’s the real global market test.
Today’s crash? Just a rehearsal. Watch two things closely:
1️⃣ USD/JPY exchange rate — as long as yen rises, don’t expect relief.
2️⃣ Japan’s 10-year government bond yield — as long as it climbs, the world shakes.
K-lines, indicators, “iron-bottom support” — all paper mache in front of these macro giants. Institutions are selling to survive — and you, a retail trader, trying to catch flying knives? Don’t.
Some say: “The bigger the storm, the bigger the fish!”
Hehe… smart guy, first save your broken boat. Wait until Tokyo calms down before checking what Washington is doing. Otherwise, your positions could be next.
Short-term advice from me, Baige:
Don’t rush to bottom fish.
Don’t buy every dip or chase every rise.
90% of trading should be waiting for opportunities, not blind action.
If you want to dance on the edge of the knife, you can chat with me — I’ve predicted five recent major rises and falls perfectly. Contact link pinned on my homepage.$BTC
#CryptoMarketCorrection #ETHWhalesAccumulating #ETHTrendAnalysis #FedInterestRateMoves #HotTopics