# BOJRateHikesBackontheTable

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JPMorgan expects the Bank of Japan to hike rates twice in 2025, pushing policy rates to 1.25% by end-2026. Could shifts in yen liquidity affect crypto risk allocation? Is a yen carry trade unwind back in play?
Japan has released its CPI data, and it came in below expectations!
📊 Expectation: 2.70%
📉 Actual: 2.00%
Japan's national Consumer Price Index (CPI) data for November 2025 was initially projected at 2.9% headline and 3.0% core. However, the Tokyo CPI data released on December 26, 2025 (approximately today), a leading indicator of the national trend, showed a significant slowdown in December. The headline CPI fell from 2.7% to 2.0%, while the core CPI (excluding fresh food) dropped from 2.8% to 2.3%. The expectation for core was 2.5%, meaning it was below the actual expectation (2.3% vs 2.5%)
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Discoveryvip:
DYOR 🤓
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As markets enter the holiday season, liquidity is thinning and volatility is rising and while most attention is on U.S. monetary policy and political developments, there’s another story quietly shaping global risk conditions: Japan. JPMorgan now expects the Bank of Japan to hike rates twice in 2025, potentially pushing policy rates toward 1.25% by the end of 2026. At first glance, these moves may seem modest, but for a market that has relied on decades of ultra-loose monetary policy, even incremental shifts have outsized consequences.
For years, the yen has been the preferred funding currency
BTC0,28%
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Mrworldwidevip:
normal that's how the market will be behaving 😔
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🇯🇵 Yen Liquidity, BOJ Rate Hikes, and Crypto Risk Is the Carry Trade Back in Focus?
JPMorgan’s expectation that the Bank of Japan could hike rates twice in 2025, pushing policy rates toward 1.25% by end-2026, is more than a local monetary policy story. It directly raises questions about global liquidity conditions, risk asset funding, and whether a yen carry trade unwind could once again ripple through markets including crypto. My view is that yen liquidity still matters, but the impact will be conditional, not automatic.
Why the Yen Matters to Global Risk Assets
For decades, the yen has f
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HighAmbitionvip:
Christmas Bull Run! 🐂
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#BOJRateHikesBackontheTable
Japan’s latest inflation data has drawn strong attention from global markets after CPI figures came in below expectations, signaling a noticeable cooling in price pressures. This development arrives at a sensitive time, as the Bank of Japan has recently shifted toward monetary normalization after decades of ultra-loose policy. While easing inflation offers short-term relief to markets by reducing immediate rate pressure, it also creates uncertainty around the BOJ’s next policy steps, especially as inflation remains close to the 2% target.
1️⃣ Japan CPI Surprise
Jap
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Discoveryvip:
Merry Christmas ⛄
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#BOJRateHikesBackontheTable December 29, 2025 — BOJ Rate Hikes, Yen Liquidity, and Crypto Risk Allocation: A Deep Dive
The Bank of Japan’s (BOJ) recent decision to raise its policy interest rate to **0.75 % — the highest level in nearly three decades — marks a pivotal shift in global monetary conditions and has broad implications for markets, carry trades, and digital assets like Bitcoin and Ethereum. This policy move reflects a meaningful step away from decades of ultra‑loose monetary policy and near‑zero rates that fueled yen‑funded carry trades and global
For years, the yen served as the g
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ETH0,36%
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$BTC Bulls Breakout Setup
BTC is consolidating after a controlled pullback, holding above a major higher-timeframe support zone. The correction looks corrective rather than impulsive, suggesting distribution has not taken over. Buyers are still defending dips with intent.
EP: $86,200 – $87,600
TP: $90,500 / $94,000
SL: $83,900
Market sentiment remains cautiously bullish. As long as $BTC holds above support, continuation toward upper liquidity zones remains valid.
#2025GateYearEndSummary
#ETFLeveragedTokenTradingCarnival
#BOJRateHikesBackontheTable
$BTC
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💰The Federal Reserve has added fresh liquidity to the banking system.
🔜It injected 2.5 billion dollars through overnight repo operations.
🔜This move supports short-term funding and market stability.
#MacroWatchFedChairPick #BOJRateHikesBackontheTable #
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Falcon_Officialvip:
amazing
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$OG /USDT ‌
Current price is showing strong activity at $1.017, with a +5.38% move in the last 24 hours. After a clean bounce from the $0.97 demand zone, OG has pushed higher and is now consolidating just below recent highs. On the 15m–1H timeframe, we’re seeing higher highs and higher lows, signaling bullish momentum building up.
The rejection wick near $1.03 shows supply, but price is still holding above key support — a classic bullish continuation structure if volume steps in.
Trade Setup (Bullish Bias)
Entry Zone:
• $1.005 – $1.020 (pullback / range hold)
Targets:
• Target 1 🎯: $1.050
OG2,01%
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$BNB Bulls Breakout Setup
BNB is consolidating after a mild pullback, holding firmly above a major support zone. The broader trend remains intact, with no signs of structural weakness.
EP: $825 – $845
TP: $880 / $930
SL: $795
Market sentiment stays constructive. Continuation remains favored while price holds above support.
#CryptoMarketMildlyRebounds
#AreYouBullishOrBearishToday?
#BOJRateHikesBackontheTable
$BNB
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Today, the Bitcoin market is facing an unprecedented surge of options contracts. Approximately 300,000 BTC options (worth $23.7 billion) and a large number of ETH options are expiring simultaneously, totaling $28.5 billion, twice the size of last year. The market calm may be shattered, and intense volatility is imminent.
$BTC $ETH $SOL #ETH走势分析 #现货黄金再创新高 #日本央行明年或两次加息 #美股圣诞行情开启 #BTC行情分析
BTC0,28%
ETH0,36%
SOL0,48%
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WildжTradervip:
Hold tight 💪
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