#美国就业数据表现强劲超出预期 The Bank of Japan announced a 25 basis point rate hike to 0.75% after 30 years, but the market responded with a reverse move—Bitcoin quickly rebounded from $84,418 to $88,376, a surge of nearly 4,000 points. This trend vividly demonstrates what is meant by "good news after bad news."

The feared rush of yen arbitrage capital fleeing did not occur. The key reason is that Japan's real interest rates remain in negative territory, and the overall liquidity environment is still relatively loose, which did not trigger a chain of margin calls. Once the panic selling was over, buying momentum immediately took over.

Macroeconomic positives are stacking up: US CPI has fallen back to 2.7%, and the obstacles to January rate cuts have basically been cleared, signaling a green light for risk assets. As the negative factors are realized, institutions are actually gaining a clearer window to bottom fish.

Ethereum followed the upward trend, breaking through the $2,983 mark, with gains exceeding 200 points. The SEC has not introduced new restrictions on spot ETFs, and the valuation gap for tokenized infrastructure assets like these still exists.

Market participants generally believe that this is the last significant wave of negative shocks. If the January rate cut window opens, subsequent gains could be directly locked in. The low points being accumulated now will likely be seen as bargain prices when looking back at the end of the month.

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