#日本央行加息

The probability of landing is extremely high. The funds that previously flowed into Bitcoin relying on low-priced yen will gradually withdraw, intensifying short-term selling pressure on cryptocurrencies and highlighting risks. The signs of the current economic crisis have already appeared. Operations should focus on stability and risk aversion, decisively avoiding technology and AI sectors, prioritizing cash and short-term government bonds, while also investing in daily necessities and fast-moving consumer goods—these types of assets possess strong demand characteristics, daily consumption is indispensable, and they are often heavily favored by foreign investors, providing resilience across cycles. During periods of monetary easing, prices can be increased to enhance returns, and during tightening periods, prices can be stabilized to maintain cash flow, maximizing risk resistance.