#以太坊行情解读 $BTC $DOGE $SUI

Japan's inflation data just released shocked the market — in a single month, it surged by 100 basis points, setting a new record in modern history. The yield on government bonds subsequently broke 2.1%, but what really has people on edge is the subsequent actions. Reports indicate that the Bank of Japan is rapidly selling off about $500 billion in U.S. stock positions, with a clear purpose: to stabilize the domestic financial situation through "liquidating assets."

It seems like firefighting, but in reality, it has thrown a liquidity bomb into the global market. The chain reaction is actually quite straightforward:

Rising Japanese bond rates → Global risk-free rates passively rise → Funding costs generally increase; Selling off US stock positions → Dollar liquidity gets concentrated and withdrawn → Market turnover capacity is squeezed; When these two forces collide → High-risk assets like cryptocurrencies are the first to be impacted.

The market is currently experiencing a noticeable shift. The liquidity of the US dollar is under pressure, forcing US stocks to face downward pressure; at the same time, risk aversion sentiment is rising, leading to some people buying the dip in gold and US Treasuries; meanwhile, high-risk varieties in the circle are caught in expectations of passive sell-offs.

The more heartbreaking question is: why is Japan in such a hurry? Inflation is already out of control, and it can only rely on liquidating overseas assets to "recover". This may hint that the level of internal crisis is beyond market perception. If other central banks also start to follow suit with "self-rescue liquidation", then the global market in the first half of 2026 could very well turn into a game of who can run the fastest.

The tide of liquidity is indeed turning. Are you ready?