#大户持仓动态 $ETH

The global capital landscape is quietly changing—the large-scale asset adjustments by Japanese retail investors may become the next force to shake the market. 🔥

This group of investors, who control trillions of yen in family assets, has profited handsomely in the past by relying on the arbitrage strategy of "borrowing yen and investing in U.S. bonds." However, with the Bank of Japan raising interest rates and the Federal Reserve shifting towards rate cuts, the profit potential of this classic strategy has already narrowed. In order to close their positions, they are faced with the real demand to sell U.S. stocks and bonds, with market estimates suggesting this scale could reach the trillion yen level.

$SOL

The fluctuations in traditional finance often become turning points for the cryptocurrency market. When large amounts of capital exit, investors reassess their asset allocation. At this time, crypto assets with low correlation characteristics become particularly attractive—can Bitcoin, as a non-mainstream financial asset, unleash its potential in this cycle with its independent price driving mechanism?

$BTC

The period of market structure adjustment is often also a time when new opportunities emerge. In addition to mainstream cryptocurrencies, the performance of emerging assets within the Ethereum ecosystem is also worth close attention. Every significant change in capital flow brings opportunities for re-evaluation in innovative sectors.

What do you think of the changes in the flow of international capital? How will it affect the next trend in the crypto market? Share your thoughts.