marketrebound

Bitkoina un galveno aizvietotāju ieguvumi paplašinājās 14. janvārī, kad tirgotāji reaģēja uz atdzisušiem ASV inflācijas datiem un pieaugošo kustību ap CLARITY likumu, ilgi gaidītu ASV kriptovalūtu tirgus struktūras likumu.Saslimšanas spiediena samazināšanās, mainīgās likmju gaidas un uzlabojusies regulatīvā skaidrība palīdzēja uzlabot riska vēlmi visos digitālajos aktīvos, paceldams Bitkoinu virs 95 000 USD un izraisot straujas kustības izvēlētām aizvietotājvalūtām.Tirgus attēls (janvāris 14)Bitkoina tika pārdots virs 95 500 USD, turpinot trīs dienu uzvaru

Vēl tikai nedēļa palikusi līdz mēneša beigām, tāpēc daudziem šī perspektīva varētu būt nedaudz par vēlu. Bet man tirdzniecība nekad nav bijusi jautājums par termiņu ievērošanu. Tikai nepieciešams, lai tas būtu noderīgs tiem, kas meklē atsauces rāmi, tas ir pietiekami.
Ar $BTC janvārī 2026. gadā (sākot no šī brīža), mana galvenā nostāja joprojām ir bearish. Cenu struktūra vēl nav pietiekami pārliecinoša, lai runātu par skaidru apgriešanās punktu, un turpināšanās samazināšanās varbūtība joprojām ir augstāka. Tomēr es neesmu stingri piesaistīts šai perspektīvai. Iepriekšējā mēneša apakšējā zona ir vieta, kur es ļoti uzmanīgi sekoju, jo, ja cena šeit reaģē pietiekami labi, esmu gatavs mainīt nostāju, nevis palikt pie sākotnējā viedokļa.

🚨 JAPAN WILL CRASH THE U.S. DOLLAR IN 3 DAYS!!

Global Markets Are Entering A Sensitive Phase, And One Of The Most Underestimated Factors Right Now Is Japan’s Monetary Transition.

For Decades, Japan Operated Under An Ultra-Loose Monetary Framework.
Yield Curve Control Kept Domestic Yields Near Zero, Encouraging Japanese Capital To Flow Overseas In Search Of Returns.

That Era Is Gradually Coming To An End.

The Bank Of Japan Is Now Under Growing Pressure To Normalize Policy And Stabilize Its Domestic Bond Market.
This Shift Changes Global Capital Flows In Meaningful Ways.

HERE IS WHAT MATTERS ⬇️

Japan Is The Largest Foreign Holder Of U.S. Government Debt, With Holdings Exceeding $1.1 Trillion.
These Positions Were Built When:
• Domestic Yields Were Near Zero
• Currency Hedging Was Cheap
• Global Carry Trades Were Attractive

That Environment No Longer Exists.

Japanese Government Bonds Are Beginning To Offer Competitive Yields.
At The Same Time, Hedged Returns On U.S. Treasuries Have Become Less Appealing For Japanese Institutions.

This Creates A Structural Incentive:
Capital Slowly Moves Back Home.

WHAT DOES THIS MEAN IN PRACTICAL TERMS?

Japanese Financial Institutions Do Not Need To Panic.
They Simply Rebalance.

→ Foreign Bonds Are Reduced
→ Domestic Bonds Are Increased
→ Offshore Liquidity Gradually Tightens

This Is Not A Sudden Event.
It Is A Mechanical Process Driven By Yield Differentials And Risk Management.

WHY GLOBAL MARKETS SHOULD PAY ATTENTION

When A Major Creditor Adjusts Its Capital Allocation, The Effects Are Felt Broadly:
• U.S. Borrowing Costs Become More Sensitive
• Global Bond Markets Face Higher Volatility
• Risk Assets React To Liquidity Shifts

For Years, Japan Acted As A Global Liquidity Exporter.
That Role Is Slowly Reversing.

This Does Not Signal Immediate Disruption.
It Signals Transition.

THE BIG PICTURE 🧭

Markets Often Focus On Headlines.
Professional Investors Watch Capital Flows.

Japan’s Policy Normalization Is A Structural Change, Not A Short-Term Trade.
Its Impact Will Unfold Over Time, Not Overnight.

Staying Informed Matters More Than Reacting Emotionally.

Understanding These Shifts Early Is How Long-Term Capital Protects And Positions Itself In Changing Market Cycles.$BTC
$XAU
$USD1
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