BOJ Rate Hike to 0.75% Leaves Bitcoin Steady. Photo by BeInCrypto Japan’s 10-year government bond yields surged to 1.98% in December 2025, the highest level since the 1990s. It comes as markets braced for the Bank of Japan’s (BOJ) policy meeting on December 19. The move has triggered a global rally in precious metals, with gold and silver surging 135% and 175%, respectively, since early 2023. Meanwhile, Bitcoin is under pressure as forced selling intensifies across Asian exchanges, highlighting a divergen ...

Photo by BeInCrypto Bitcoin traders often focus on the US Federal Reserve. However, the Bank of Japan (BoJ) can be just as important for crypto markets. That’s because Japan plays a unique role in global liquidity. When that liquidity tightens, Bitcoin often drops hard. The ‘Cheap Yen’ is Bitcoin’s Hidden Liquidity Engine For decades, Japan maintained near-zero or negative interest rates. That made the yen one of the cheapest currencies in the world to borrow. This gave rise to the yen carry trade. Lar ...

文章核心观点 - 美联储主席鲍威尔的讲话与潜在的降息预期是当前加密市场的关键宏观驱动力 市场风险资产对其言论高度敏感 [2][4] - XRP及其背后的公司Ripple在监管合规和商业应用方面取得重要进展 特别是新加坡金融管理局扩大了其支付牌照的许可范围 这被视为一项重大的年度监管胜利 [1][5] - 尽管加密市场近期表现疲软 但宏观政策转向可能为2026年带来流动性改善的初步信号 [4][6] 宏观经济与政策环境 - 美联储主席鲍威尔在斯坦福大学发表讲话 为12月9-10日的FOMC会议提供了最终的政策指引 市场普遍预期此次会议将降息25个基点 [2] - 彭博分析师指出 如果美联储得出结论认为通胀正在降温而就业市场走弱 那么降息“极有可能” [2] - FRED数据显示 美国核心通胀在第三季度持续放缓 但劳动力指标相互矛盾 尽管科技行业出现高调裁员 但初请失业金人数已降至七个月低点 [3] - 历史数据显示 加密货币在降息后的几个月通常表现优异 但这一相关性在2025年已减弱 [3] - 鲍威尔的讲话被视为美联储的政策转向 可能为直至2026年的全球流动性放松铺平道路 [6] 加密市场整体状况 - 根据CoinGecko的全球市值指数 加密货币市场在过去30天内下跌了约20% [4] - Glassnode数据显示 长期比特币持有者正在趁市场走强时分发其持仓 [4] - 风险资产对鲍威尔的言论基调高度敏感 任何偏鹰派的谨慎言论都可能加速本已对加密资产和成长股构成压力的流动性撤出 [4] - 加密市场仍在从杠杆清算和宏观冲击中恢复 但鲍威尔的讲话被视为迈向2026年的第一个好消息信号 [6] Ripple (XRP) 公司动态与优势 - XRP相对于其他加密货币的一个主要优势在于其管理和商业关系 [1] - Ripple在新加坡获得重大监管进展 新加坡金融管理局批准扩大其大型支付机构牌照的范围 允许其提供更广泛的数字支付代币服务 [5] - 此次牌照范围扩大使Ripple能够为企业客户提供统一的集成服务 允许企业使用XRP和RLUSD进行收款、持有、转换和结算支付 而无需额外的银行渠道 [6] - Ripple亚太区董事总经理Fiona Murray表示 亚太地区在实际数字资产使用方面处于全球领先地位 [6]

By Omkar Godbole (All times ET unless indicated otherwise) December has started weak, with bitcoin (BTC) trading at $86,800, down 5% over 24 hours after touching a low of $85,732 during the early Asian hours. The CoinDesk 20 and CoinDesk 80 Indices are off more than 6% apiece, signaling deeper risk-off moves in the broader crypto market. The blame likely falls on fresh worries over Bank of Japan rate hikes and soft Chinese economic data, both of which are crimping risk appetite across regional equities a ...

For over a decade, Bitcoin’s price marched to a predictable drumbeat: the four-year halving cycle. Each halving slashed miner rewards, triggered saupply shock, and ignited explosive bull runs followed by 80% bear markets. It was clockwork—until 2024. Bitcoin shattered all-time highs before the April halving. U.S. Spot ETFs, launched in January, absorbed billions in new supply weekly. The halving’s inflation cut—from 1.7% to 0.85%—barely registered. The cycle, once sacred, appeared broken. To understand w ...

Key Points A high-profile investor has proposed that cyclical Bitcoin declines are unlikely to recur. Several factors point to that view carrying some weight. It could still crash for reasons not linked to its supply or scarcity. 10 stocks we like better than Bitcoin › In every market cycle, there's a moment when investors start to believe that this time is different, that the guardrails are taller, that the road is smoother. But after the Oct. 10 flash crash, a different kind of takeaway is emer ...

Key Points Bitcoin often rises when liquidity climbs, yields drop, and the dollar weakens. Those three things are happening right now. XRP and Ethereum are likely to benefit as well. 10 stocks we like better than Bitcoin › In large part, Bitcoin (CRYPTO: BTC) dances to three simple beats: The amount of money sloshing around the financial system, the strength of the dollar, and the direction of U.S. Treasury bill and bond yields. When global liquidity expands, the dollar's value drifts lower, and ...