#大户持仓动态 Emergency Reminder! The dogecoin buying frenzy has started + Japanese retail investors are about to dump + Fed power transition is imminent, a huge震动 in the coin market is coming.

Who would have thought that the initial joke coin, Dogecoin, can now be used to directly purchase houses and luxury cars in Japan? Starbucks, LV, and Ferrari stores all support transactions, and Tesla's surrounding mall has also connected payment channels. The Japanese financial regulatory authority has officially included it in the product management category, and voices in the market are already calling for a short-term expectation of $2 and a medium-term expectation of $7.2. With community consensus and the push from tech giants, this wave of Meme frenzy is far from over.

But the real eye of the storm is not in shitcoin, but in the upcoming actions of the "retail investor army" in Japan. This group of Japanese investors, who control huge assets, has been comfortably profiting for decades by leveraging ultra-low interest rate yen to buy into the US stock and bond markets. Now, with the Fed cutting interest rates and the Bank of Japan raising them, the interest rate differential has completely collapsed, and the massive US assets worth trillions are facing large-scale dumping and conversion back to yen, which will send shockwaves through the global financial market.

Another variable that cannot be ignored is the competition for the new chairman of the Fed. Hassett is leading the race with a 56% chance, and if this candidate who favors loose policies takes office, it will undoubtedly open a new round of liquidity release, creating an accelerated rise window for risk assets like Bitcoin and Ethereum; on the contrary, if a tightening candidate wins, the coin circle must prepare for a cold winter. Essentially, this is an extension of the power struggle between the White House and the Fed, and the future policy direction directly impacts the life and death cycle of the crypto market.

The cryptocurrency market has now split into two camps—either betting on shitcoin to continue rising and taking advantage of the interest rate cut bonus, or waiting for Japanese capital to dump and looking for bottom opportunities. How do you plan to respond? Share your thoughts in the comments.