2025-12-17 14:23:17

The global financial markets are undergoing a covert divergence. While the Federal Reserve cuts interest rates by 3.75%, the Bank of Japan is raising rates to 0.75%—this contrast is tearing apart the underlying logic of carry trades.

The numbers are straightforward: the US has released 40 billion yen in liquidity stimulus, while Japan is withdrawing 50 trillion dollars in carry trade funds. How serious is this conflict? Gold has already given the answer—soaring to $4,380. Behind this is a mountain of global debt totaling $346 trillion, like a pyramid on the verge of collapse.

The current question is not whether it will collapse, but when—and who will survive. Cryptocurrency, high-valuation tech stocks, and junk bonds are all on the storm’s path. The real opportunities lie in assets that have been wrongly punished, essential consumer leaders, and those global giants holding cash and remaining unmoved.

The essence of investing is actually simple: don’t chase falling knives. When the market is filled with fear, hold your bullets tight and wait for the tsunami to subside. Those who survive are the true winners. The crypto market is no exception—ETH and mainstream coins need to find their footing in this major liquidation.

ETH0,56%

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RetiredMiner

· 2025-12-20 13:29

The USD/JPY situation has escalated, and carry trade is definitely coming to an end... I'm stunned as gold surged to 4380. Wait, 346 trillion in debt? How is this number calculated? It's a bit scary. Holding onto bullets is not wrong; it just means there's too few bullets in hand, haha. In crypto, you really have to survive to win. Right now, it's all about which mainstream coin can withstand this wave.

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MoonBoi42

· 2025-12-20 04:48

Hold tight for the tsunami of bullets? I think it's better to hold tight to your wallet and wait for bankruptcy haha --- 346 trillion in debt sounds outrageous, it feels like the whole world is playing a game of cardiac arrest --- Does crypto really need to survive? Honestly, ETH is already looking for a foothold, but just can't find one --- Gold skyrocketed to 4380... indicating everyone is scared, and that's the most frightening part --- Assets that were wrongly killed? To put it nicely, they're just waiting for bottom-fishers to scoop up --- I expected the carry trade to be torn apart, the Bank of Japan's move this time is indeed brilliant --- Not chasing falling knives... but now all the knives are falling, how to hold bullets? --- The true winners will survive? Let's see if they can survive this round of liquidation first, it looks grim --- Junk bonds are also in the storm's path? The ones that should have gone bankrupt long ago are finally being liquidated --- The phrase "Cash is king" is getting annoying, but the question is, what can you do with cash now?

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ChainDetective

· 2025-12-18 08:48

Is the carry trade about to collapse? It should have died long ago. This thing was originally a bubble inflated by low interest rates. Now that Japan raises interest rates, it’s directly burst. The Federal Reserve is still pretending nothing’s wrong by cutting rates. What kind of show are you two putting on?

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fren_with_benefits

· 2025-12-17 14:49

Japan's rate hike is really a disruptor; arbitrage trading is about to be doomed... By the way, gold rising to 4380 is a bit crazy, feeling like the debt bomb is just one step away from detonating.

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AltcoinHunter

· 2025-12-17 14:44

Another prelude to a big crash... The figure of 346 trillion in debt makes my scalp tingle. I've felt something was about to happen for a while. The tearing apart of carry trade has a huge impact on the crypto circle. ETH really needs to find a bottom... But to be honest, now the opportunity to buy the dip on mispriced assets has actually arrived. It all depends on who still has bullets left.

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