2025-12-18 13:01:30

#大户持仓动态 $ETH $SOL $ZEC

The Bank of Japan may make a major move tomorrow—industry consensus expects a rate hike to 0.75%, marking the first significant policy shift in 30 years. However, the market's key uncertainty isn't about the rate hike itself but whether Kuroda and his team will reveal the "terminal rate" as the ultimate expectation.

Currently, the November CPI data is about to be released. If the figures exceed expectations again, the central bank may be forced to accelerate its pace. With stable wage growth and persistent yen depreciation pressure, two forces are driving a policy shift— the question is, will the central bank be direct about it? Bank of America predicts that the BOJ will continue to keep things ambiguous, deliberately maintaining uncertainty to keep the market guessing.

Even more concerning is the 18.3 trillion yen fiscal stimulus plan, which could actually increase the national debt burden and put more pressure on the yen. The stock market has already begun to fluctuate, with the Nikkei 225 falling for consecutive days, and export stocks are particularly unsettled.

Expectations of rate hikes + CPI data + central bank stance— everything happening tonight in Tokyo could trigger a global financial market upheaval. The yen, stocks, and bonds—each could become the next trigger point.

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memecoin_therapy

· 2025-12-20 22:53

Haha, it's the same old trick again. I'm tired of the Bank of Japan playing tai chi. They should have been straightforward from the start.

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ImpermanentLossFan

· 2025-12-18 13:30

The Bank of Japan's recent moves are really a game of trying to raise interest rates while fearing market collapse—such a Tai Chi dance. --- Haven't moved in 30 years, suddenly adjusting by 0.75%. I bet five bucks that Ueda and his team will still pretend to be mysterious. --- The 18.3 trillion yen stimulus plan is actually pushing down the yen? That logic is truly brilliant—lifting a stone to hit your own foot. --- If CPI exceeds expectations again, the central bank will have to accelerate policy adjustments, and then global assets will tremble. --- The Nikkei 225 has fallen so much these past two days, export stocks are even worse—just waiting for tonight's gunshot in Tokyo. --- Forget it, let's see how the central bank plays Tai Chi. Anyway, the market's biggest fear is ambiguity. --- Raising interest rates, debt, and yen depreciation—Japan is really playing a big game, or is it just a complete mess? --- Honestly, it all depends on whether Ueda is willing to reveal his bottom line. Once he states the terminal rate, the whole world will have to reprice. --- That money was originally meant to save the economy, but it ended up being even more painful—haha. --- Can't sleep well tonight; the yen, stocks, and bonds are taking turns bombarding. Whatever the breakout point, you'll profit.

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OnChain_Detective

· 2025-12-18 13:29

ngl the BOJ playbook screams suspicious activity detected here... they're dropping 0.75% but keeping terminal rate under wraps? classic obfuscation pattern analysis suggests deliberate market manipulation tactics tbh. that 18.3 trillion yen stimulus feels like a rugpull signature on macro scale fr fr. flagged for sure.

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MidnightSnapHunter

· 2025-12-18 13:20

The central bank is really playing Tai Chi, I truly respect it. Where is the transparent policy we were promised? It seems like once again we'll have to look at Ueda and the guy's face to decide on crypto trading.

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PhantomHunter

· 2025-12-18 13:19

Can the Bank of Japan's recent actions really shake up the global markets? It feels like every time they hype it up, but in the end, it's just a Tai Chi move... --- Ueda Kazuo, just give a number directly, stop beating around the bush. The market can’t sit still anymore. --- Investing 18.3 trillion yen ended up increasing the burden instead. Isn't that just setting a trap for itself? --- The Nikkei 225 keeps falling, export stocks are panicking... This time, it really depends on how the central bank states its stance. --- If CPI exceeds expectations, can the central bank withstand it without raising interest rates quickly? I think it's unlikely.

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PumpDoctrine

· 2025-12-18 13:18

Oops, the Bank of Japan is really about to shake up the entire market with this move, raising interest rates to 0.75%... Tai Chi fighting style, retail investors are bound to get hurt. --- Ueda Kazuo really needs to give a clear statement, otherwise the yen will surge this wave. --- Fiscal stimulus actually depresses the yen? That logic is pretty extreme, government bonds are becoming more burdensome. --- Tonight, Tokyo is going to explode, just wait and see, both bulls and bears will be trembling. --- Bank of America says the central bank is still playing Tai Chi, I believe it, it's all just routines anyway. --- The Nikkei 225 has already fallen this much, export stocks are even worse, I can't quite understand it. --- If the terminal rate really gets announced, the market will have to reprice itself. --- Pouring 18.3 trillion yen might actually make things worse? This plan is really something. --- If CPI exceeds expectations again, the central bank will have to tighten, no choice. --- Waiting for tonight's explosion, yen, stocks, bonds, let's see who falls first.

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