The Bank of Japan suddenly announced a rate hike, with the benchmark interest rate jumping from 0.5% to 0.75% in one go. This is the first rate increase in 11 months and also sets a new 30-year high. The market had been waiting for this moment for a long time, but when it finally happened, global liquidity expectations were sharply impacted.

What will happen after the rate hike? The pressure for the yen to flow back increases sharply, traditional assets face revaluation, and the money held domestically depreciates faster. Under these circumstances, investors naturally look outward for breakthroughs.

Interestingly, the crypto market often exhibits unique behavioral logic during macroeconomic shifts. In the short term, tightening liquidity tends to reduce risk appetite, which may increase selling pressure on crypto assets. However, if we look at the longer timeline, as the world tightens monetary policy, cryptocurrencies—assets not controlled by any single country—become more independent and thus advantageous. Especially in the context of rising sovereign currency devaluation risks, this characteristic becomes even more valuable.

Do not underestimate Japan’s influence in this market. The flow of domestic funds directly impacts the volatility of trading pairs like BTC/JPY. If the yen accelerates its appreciation, the likelihood of funds seeking refuge in the crypto market increases. This is not baseless; it is a pattern validated by history.

Currently, with market volatility intensifying, it’s a good opportunity to deploy assets in stages. The key is to see whether Bitcoin can hold its support levels and how deep the correction for altcoins might be. Those with significant declines may hide good opportunities. Market changes are rapid, so maintaining high sensitivity and long-term observation is essential to seize opportunities at critical moments.