#数字资产动态追踪 $SUI $PEPE $XRP | The Bank of Japan raises interest rates significantly for the first time in 26 years, causing a major shift in the global liquidity landscape Yesterday, the Bank of Japan announced that the policy interest rate was raised to 0.75%, the highest level since 1995. Governor Ueda Kazuo explicitly stated that as long as inflation remains above the target, the pace of rate hikes will not stop—aiming for 1.25% by 2026. The background is clear: Japan has experienced inflation exceeding 2% for 18 consecutive months, and it can no longer be contained. The ripple effects of this shift are just beginning to spread. First, look at the liquidity side. The tens of trillions of dollars in yen carry trade funds (from retail investors to Wall Street institutions) are accelerating their withdrawal from US tech stocks, US Treasuries, and digital assets, flowing back to Japan in search of higher yields. Historically, every time the Bank of Japan changes its policy stance, Bitcoin has experienced a 20%-30% correction. This round of risks is also worth vigilance. Second, Japan’s own debt dilemma. Government debt is equivalent to 263% of GDP, surpassing the levels during the Greek crisis. Once rate hikes begin, annual debt servicing costs will break through 30 trillion yen for the first time. Meanwhile, the government is still pushing a massive budget of 122.3 trillion yen—this contradiction between tightening monetary policy and expanding fiscal policy could trigger market shocks at any time. The crypto market is directly affected. As liquidity tightens, those altcoins and meme coins (including projects like PEPE) that rely on leverage and overvalued assets will see bubbles accelerate their deflation. Volatility is already on the rise. On the other hand, in the US, gold reserves have surpassed a market value of $1 trillion. Revalued at current prices, this is equivalent to nearly a trillion dollars of implicit liquidity. Safe-haven funds have long been moving in response, and Goldman Sachs predicts gold prices will surge to $4,000 by 2026. Global capital is seeking new safe havens. Cross-border RMB settlements have surged to 12%, and RMB settlements in Saudi oil transactions are approaching 50%. Foreign investors continue to buy Chinese government bonds and A-shares. The core issue is clear: the turning point of global liquidity has been established, and the era of massive liquidity injections is over. Should your assets be anchored in the US dollar, follow the yen’s trend, or allocate in RMB? This choice could determine your next phase of gains.

#以太坊大户持仓变化 Bitcoin is currently finding key resistance around $94,400. From my observation, I remain bearish until $BTC reclaims the $96,000 level. Buyers' liquidity has appeared above $94,500. If this level is lost, I will watch for trigger points on the 15-minute chart to short intraday. Conversely, if the price surges toward $96,000, I will also keep an eye on this level—either short after a failed rebound or go long after a pullback. The weekly and monthly opens remain weak, which is a fact. While the $10,000 target might be reached, I prefer to start from a strong weekly/monthly bottom. If resistance is encountered at the current level, there are two levels to watch for bullish opportunities after a rebound. First is the support-resistance flip near $90,430, but I will only act after a high-quality reversal pattern appears, as the lows below are not strong enough. Another scenario: if the price continues downward and breaks the lows around $87,500, I will also look for high-quality reversal opportunities. At this point, the correlation between $ETH and $XRP also warrants attention.

#以太坊大户持仓变化 Ethereum almost broke below 3280 with this surge Recently, a pullback and consolidation are definitely expected, but honestly, I didn't think about shorting. Why? Because the strength of capital accumulation is very clear—Ethereum is obviously much more aggressive than Bitcoin here. There is some historical selling pressure around 3260 to 3280, but looking further up? There's basically nothing. The entire $100 range is like a vacuum zone, with resistance almost negligible. So, at least we can see 3380 without issues, and there’s even a chance to test above 3500. This is not nonsense; both the fundamentals and capital flow point in the same direction. Continue to go long on the pullback. Don’t be timid—just buy the dip. And a detail—Ethereum’s exchange rate against Bitcoin is slowly rising, and its relative strength is really solid. Keep holding long positions, no need to rush to exit. The linkage between $BTC and $ETH in this wave is also brewing. When the correction comes, boldly add to your positions. That’s the rhythm.