Virtual currencies are sold at timings that are hard to understand.

minmaru : Oh, how rare. Commenting on BTC.

It's already so incomprehensible, so I'm increasing my buy position when it's going down. LOL

ダヤンks OP minmaru : That's probably true. I feel like it's easier to ride if you don't think about it.

I think the dollar and yen will rise this week, but I feel like a sharp drop is coming and it's hard to touch, so I thought I'd play around with virtual currency

It's later than planned, but it looks like dollars and yen can go up to 155 yen

minmaru : As Mr. Dayan predicted, if the US decides to delay the interest rate cut and Japan hurriedly raises its interest rates...would it be like going back and forth between 158 and 153?

BTC will make a strong move!

ダヤンks OP minmaru : That's right.Sticking around 155 yen, flying higher at the FOMC, the Bank of Japan hastily turning the helm to raise interest rates the next morning, it's expected that the index-based stocks will slowly start a downward trend. I want to determine whether cryptocurrencies will rise or fall at that time, but for now, it's a bit unclear haha. It seems to be gradually moving as I imagined, so maybe it's about time.

minmaru : I'm starting to feel a little excited. LOL

The key for BTC is whether Mr. Trump can pass the bill, right?
Next year seems important, as there are signs of a sharp drop in stocks, etc., the year after next.

I'm considering incorporating gold ETF into my portfolio.

ダヤンks OP minmaru : That's right.
The tax increase topic seems to be coming in 2026 as if planned.

Gold is good, isn't it? But recently, I have also heard discussions about a long-term perspective on Gold, so it might be replaced by a cryptocurrency.

minmaru ダヤンks OP : Certainly.

Gold ETF can help reduce the magnitude of the decline, like a form of insurance.

However, as long as President Trump is alive? I have determined that there is more risk in not holding BTC.

However, Mr. Ishiba is a sticking point...

ダヤンks OP minmaru : It's hard to buy without Japan's tax system revisions
It seems that Mr. Tamaki is doing his best, so I hope they are moving in the direction of revising it around the first half of next year

BTC was completely late, so Trump made a declaration to begin regular stockpiling, and I plan to enter where the direction is set

minmaru : That's it
I think I'll have to admit it though

Did you miss your ride?
You should be lucky to buy it for 0.1 million!

ダヤンks OP minmaru : For the time being, Bitcoin crashed in 2021, and the mark was on since it was 15,000 dollars, so from there, it's already about 6 times higher.
I had a few different cryptocurrencies

After that, I still had questions,
If you think of it as a brand of 1 company,
Microsoft's total market capitalization is 4 trillion dollars
Bitcoin is 3 trillion dollars* as of December

The question is whether it will exceed this high price when viewed as a stock.


If you look at it in precious metals,
Gold is 14 trillion dollars

In terms of debt amounts,
US debt is 28 trillion dollars

With that feeling, assuming that about half of the debt is held in gold, when gold and bitcoins are of the same value, the growth rate is about 3 times, but the question is whether value can be maintained in the direction that debt will decrease in the future.

Finally, if the interest rate difference between Japan and the US narrows next year, it will be around 120-140 yen per dollar, and considering a 10-30% reduction, I am considering the possibility that it will be in time even if the purchase is made after the appreciation of the yen has progressed to some extent

well, that's just my personal opinion lol