如期加息！
刚刚，日本央行将基准利率从 0.5% 上调至 0.75%，符合市场预期。
利率水平创 30 年来新高，这也是 2025 年 1 月以后，日本央行 11 个月来再次进行加息。
#日本加息

🚨 本周宏观日程密集，行情风险性极高
1️⃣日本央行（BOJ）
12月19日BOJ公布利率决定，市场定价91%-98%概率上调25基点至0.75%，结束自2024年以来的暂停。
作为美国国债最大持有者，此举被视为“免费资金”终结信号，可能引发日元套利交易快速解体，导致全球债券、外汇和权益市场波动。
✨观点分歧：

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As expected, the Bank of Japan raised its benchmark interest rate from 0.5% to 0.75%, in line with market expectations.

This is the highest interest rate in 30 years, and the first rate hike by the Bank of Japan in 11 months since January 2025.

#JapanInterestRateHike

Market analysis shows that since November 21st, the daily RSI has remained below the 50 midline. Currently, observing the daily RSI, we see potential for it to break through the 50 midline.
Key points:
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Bullish signal: If the RSI successfully breaks through the 50 midline, this will be a worthwhile opportunity to long.
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Double resonance: At the current position, breaking through the 50 midline also inevitably means that the price will break through the daily-level descending moving average.
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Trend reversal: A double breakout signifies both a reversal in trading volume and a breakout in the trend, which, from a technical perspective, is extremely...

Shill| BTC Thread

A quick overview of institutional and trader opinions on the market outlook.

Is Bitcoin about to choose a direction?

Chapter 1: Executive Summary and Industry Landscape Analysis
As of December 19, 2025, the global digital asset mining sector is undergoing the most profound structural transformation since the birth of Bitcoin. With Bitcoin's price retreating to the $86,000 range after reaching an all-time high of approximately $125,000 in October 2025, and the total network hashrate surpassing the 1,000 EH/s mark, mining companies face the dual challenges of compressed profit margins and surging capital expenditures in the "post-halving era."

1.1 Industry Differentiation

Figure 1: Analysis of the Relationship between Hashrate and Market Capitalization of Major Mining Companies in 2025

The above figure clearly shows the current...

Is Bitcoin mining a thing of the past? Is AI the new trend?

As expected, everything went exactly as planned.