Brothers, the rate hike drama in Japan has finally come to an end. But this move was absolutely brilliant—Governor Ueda raised interest rates while subtly hinting that "they will slow down next." This balancing act of "pretending to hike rates while easing liquidity" is played out with masterful finesse.

The market's reaction was straightforward: the USD/JPY surged accordingly. In simple terms, this is a shot of confidence to the global arbitrage armies. As long as the yen remains weak, those borrowing cheap yen to buy high-yield assets like Bitcoin can keep playing the game. The current rally is indeed exciting.

But there's a problem—don't rush in too recklessly. The key question now is: is this the start of a deep trap, or just a fleeting rebound?

It all depends on two factors: how much momentum the trend can sustain, and tonight's US stock performance will decide. If US stocks falter, this wave of enthusiasm could immediately fade. How good is the rebound? The momentum is strong, but those looking to short need to stay cautious, and those chasing gains must proceed carefully—quickly and lightly, without risking everything.

In essence, we're still just "listening to the central bank's words" and "watching US stocks' moves." Every step is under their remote control—doesn't that passive feeling feel pretty uncomfortable?

What’s the real solution? Instead of guessing whether central bank officials are dovish or hawkish every day, or getting anxious over the night trading volatility of US stocks, it’s better to find a more independent, stable asset allocation strategy—one that gives you more主动权.