The latest remarks from the Bank of Japan Governor have just been released, and the market reaction is quite interesting—interest rates remain at the floor level, and the pace of future rate hikes will be very slow. On the surface, it seems like "policy bearish signals have been digested," but the true signaling is much more complex than that.

To be honest, Japan has always been the only major central bank in the world still practicing negative interest rates. If it does nothing, it’s like the global money flow remains open. Now, by signaling a "gradual rate hike," it’s essentially saying: we won’t suddenly tighten liquidity significantly. For risk assets like Bitcoin, this is a major reassurance—removing a key macro-level suppressive factor.

Many people are now panicking over short-term volatility, thinking that contract shorts are dumping, but they overlook one fact: the overall liquidity trend is still there. Short-term fluctuations cannot change this fundamental. If you get scared out by a dip, you might end up falling into a trap.

Where are the real opportunities? Three keywords: the world is entering a rate-cutting window, regulatory frameworks are gradually improving, and traditional financial assets are accelerating on-chain (RWA). Once these three forces work together, they will be the true engine of the next market cycle. The BOJ’s stance is like pressing the start button for this engine.

So what should you do? Don’t get caught up in minute-by-minute charts. If you are optimistic about the future, hold onto core assets in your spot holdings and let time prove their value. Volatility will come, but remember—every tough moment you endure now is a ticket to outperform most people in the future. The real risk in a bull market is not being caught in a trap, but not getting on board at all.