The Japanese Central Bank's rate hike finally materialized. After digesting the short-term bearish impact, the market's focus will shift to the end-of-year trading rhythm—December's Christmas holiday has always been an interesting time window, with many institutional investors adjusting their positions during this period.



The current question is: is this wave of correction a risk or an opportunity? Regarding spot trading, from a macro liquidity perspective, this could actually be a good window for building positions. Year-end liquidity might experience some fluctuations, but the long-term logic remains intact.

There are a few details worth paying attention to: first, how will the expectations for macro interest rates change; second, will institutions accumulate positions at low levels; third, can on-chain activity levels be maintained. Putting these together will help determine the upcoming rhythm.

Spot traders should closely monitor these indicators—don't rush to go all-in, but also don't completely sit out—gradual positioning is always a safer choice.
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SoliditySlayervip
· 20h ago
The operational space during the Christmas holiday is indeed large, how institutions move is the key. --- I’m tired of hearing "don’t all in", but it really makes sense... accumulating in batches is indeed appealing. --- The move by the Bank of Japan looks unfavourable in the short term, but what about the long term? We still need to rely on on-chain data. --- Interest rate expectations, institutional accumulation, on-chain activity... it feels like the analysis is quite comprehensive, but in the end, it still depends on one’s own risk tolerance. --- Institutions have long been skilled at the strategy of accumulation at low levels; the question is how we can hop on this train. --- Spot accumulation in batches is indeed stable, but it’s easy to lose one’s mindset... who doesn’t want to get rich in one shot? --- Fluctuation in the capital market is inevitable; the key is not to be scared by the market trends. As long as the long-term logic remains unchanged, there shouldn't be major issues.
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SolidityNewbievip
· 12-20 06:39
The Bank of Japan's move has indeed been held back for quite a while. Now that the dust has settled, there's a sense of relief. To be honest, during Christmas, institutions will definitely take the opportunity to rebalance their portfolios, and retail investors can only follow the rhythm. This end-of-year correction is actually a window to get in. Don't be afraid. Gradually entering is really the right approach; those who go all in are just gambling with a gambler's mentality.
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RektRecoveryvip
· 12-20 06:39
ngl, the "institutional accumulation at lows" narrative is exactly what they *want* retail to believe before the rug gets pulled... i've seen this movie before, and the credits never roll well for the believers
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HashRatePhilosophervip
· 12-20 06:34
The Bank of Japan's move indeed lowered the sword hanging over everyone's head. Now, it all depends on how institutions play the Christmas season game. Wait, has liquidity truly recovered? It still feels like funds are on the sidelines. Entering in batches isn't a loss, but don't take all-in as courage—that's called a gambler's mentality. Whether institutions are accumulating at low levels can only be confirmed by on-chain data; don't rely solely on what people say. Spot traders who can stay patient and sit on the sidelines now will have the chance to be the last to laugh at the end of the year.
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NotSatoshivip
· 12-20 06:24
The drop in the market is actually an opportunity; right now, those who are all in are just the retail investors.
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AirdropATMvip
· 12-20 06:20
Hey, it's the same old story... Building positions during the Christmas holiday, wait, will institutions really buy the dip? I doubt it. Diving in gradually sounds comfortable, but in practice, it's still exhausting. I'd rather miss out than get trapped. On-chain activity, to put it simply, is about popularity. No one dares to hold heavy positions until the hype picks up. End-of-year volatility is one thing, but the key is who can really predict interest rate expectations... I'm just watching and waiting. No matter how nicely it's said, it doesn't change one fact: has the dip really arrived?
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OfflineValidatorvip
· 12-20 06:20
The boots have landed, well, it all depends on how the institutions act. I just want to know where the bottom really is. Wait, can the group cashing out during Christmas stop launching surprise attacks... It's true that deploying in batches is a good strategy, but I don't have any bullets left right now haha
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mev_me_maybevip
· 12-20 06:11
End-of-year this wave is indeed a good opportunity for buying the dip, don't panic too much, institutions are waiting for this window too --- All-in is really something to戒一戒, staggering your positions is the secret to lasting longer --- Does the Japanese Central Bank's rate hike mean a collapse? Come on, short-term positive news is digested quickly, long-term still depends on on-chain data --- During the Christmas holiday, institutions are rebalancing their portfolios, which is actually a good time for retail investors to jump in --- I just want to know how many people are still debating whether it's risk or opportunity. At this price, what do you think? --- Liquidity is definitely something to watch, but honestly, once the bottom is in, it's time to slowly get in. Don't wait until it rises and then regret it --- Understanding macro interest rates, institutional accumulation, and on-chain activity will give you a good sense of the overall picture
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