The Bank of Japan's rate hike did not trigger a market crash, which is actually not surprising. The historical data is clear — after every shift in Japan's monetary policy, the crypto market has become the biggest beneficiary.

Looking at the records makes it obvious. In March 2024, Bitcoin surged by 91%. By July, the increase had skyrocketed to 131%. The logic behind this is not complicated: Japan's rate hike essentially reflects changes in the global liquidity landscape. When Japan tightens, capital seeks new outlets, and crypto assets happen to be the most sensitive safe havens.

What better illustrates the point than the current market sentiment? The fear index across the entire market has fallen to a -39% historic extreme. What does this number mean? It often signals opportunity. According to historical patterns, such despair often marks the beginning of a 149%-260% main upward wave. This is not some mysterious technical analysis but an objective reflection of liquidity cycles.

The real driving force actually comes from the West. What's happening at the Federal Reserve? The three-year-long quantitative tightening (QT) has officially paused. This marks the end of a "massive financial bloodletting." Even more interestingly, in January 2026, the Fed will introduce a new Reserve Management Purchase (RMP) mechanism — widely regarded as a form of "covert easing." Meanwhile, the banking system has been authorized to fully enter the crypto space, and the gates for traditional capital inflows are now completely open.

This creates a perfect storm: the East's negative news has been digested, and Western liquidity floods are arriving. When traditional financial system funds find no exit and are locked in for five years, the ecosystem of altcoins will experience a thorough release. This is not a passionate prediction but an inevitable result of liquidity movements.

The strategy is actually quite clear. Maintain core positions in foundational assets like Bitcoin, Ethereum, and BNB as the first choice for risk hedging. At the same time, proactively position in assets most sensitive to liquidity — especially early projects rooted in the Ethereum ecosystem with strong community support. These projects will be the sharpest tools in the tide of capital, not because they are particularly outstanding, but because when the liquidity flood arrives, assets with low liquidity will be the first to surge.

Returning to that old question: Do you think this upward cycle has already started? Or are you still waiting on the sidelines for a "safer" entry point? Sometimes, the safest entry point is precisely the most dangerous.