#大户持仓动态 The Nikkei 225 and KOSPI have risen consecutively, and the logic behind this is worth noting for encryption traders.

From a market perspective, the movement of East Asian stock markets reflects the real-time changes in liquidity allocation and investor sentiment. The Nikkei rose by 1.81% and the Korean stock market rose by 2.12%. While such data may seem far removed from the cryptocurrency market, they are essentially the same thing—driven by market sentiment, liquidity conditions, and macro expectations. The fluctuations in traditional finance directly affect encryption valuations; this is not a coincidence.

What’s more interesting is the flow of funds during extreme market conditions. When the stock market drops more than 5% in a single day or even triggers a circuit breaker, where does the money go? Part of it will seek risk hedging, and at this time, the high volatility of encryption assets becomes a choice. Especially during the Asia-Pacific trading session, tokens related to the Korean won trading pair often absorb this wave of liquidity. The Korean market itself has a high acceptance of encryption, and there is a clear resonance between local trading activities and stock market sentiment.

During the period from 2024 to 2025, macro disturbances are evident. Paying attention to the instability of traditional markets often serves as a window for the reallocation of encryption funds. When global markets face pressure, the appeal of digital assets as a non-traditional store of value will significantly increase, which is not only a demand for hedging but also the functioning of arbitrage mechanisms.

The key is not to view encryption and traditional finance as two isolated markets. Understanding the rhythm of stock market fluctuations is equivalent to understanding the potential flow of funds into or out of the encryption sector. This has guiding significance for short-term trading and medium-term strategy adjustments.