The Frenzy of US Jobs Data and Bitcoin’s “Quiet Rebellion” | A 95% Probability of a Rate Hike Pause: An Ultimatum to Investors

The shockwaves from across the ocean, labeled as “US Employment Statistics,” are violently shaking the surface tension of the global markets. The sheer resilience of the US economy—vividly defying expectations—should, under normal circumstances, be an ominous sign of further monetary tightening. However, the answer the market has derived is surprisingly cold-blooded yet passionate.

“The economy is too strong? Even so, rate hikes will stop.” Beyond this strange paradox lies the “correct answer” for protecting and growing our assets. Will you remain a mere bystander, trembling at the weakening yen and cowering before inflation? Or will you turn this distortion into an opportunity? Now, your true value as an investor is being put to the test.

1. The Monster of an “Overly Strong Economy” and Market Calculations

The explosive growth in non-farm payrolls shown in the latest employment report is proof that the colossus known as the US economy continues to sprint at full speed, shaking off the weight of high interest rates.

Ordinarily, this would be a phase where both stocks and Bitcoin are sold off in fear of continued rate hikes. However, the market has already looked beyond that. “The probability of the Fed (Federal Reserve Board) pausing rate hikes at the next meeting is 95%"—this figure signifies that the market has moved beyond the control of the authorities and has begun to move according to its own logic.

• Labor Market Resilience: A level of heat that drowns out the footsteps of a looming recession.
• Bitcoin as “Digital Gold”: Showing a level of robustness that transcends its status as a risk asset, ignoring the uncertain future of fiat currencies.
• Countdown to Rate Cuts: Market interest has shifted from “When will they stop?” to the next desire: “When will they cut?”

Whether you call this situation “turmoil” or a “golden opportunity” will make a decisive difference in your asset balance a few years from now.

2. How to Protect the Melting Ice Named the “Yen”

What we in Japan are facing is not just rising prices. It is the terror of the asset we once trusted without question—the “Yen”—quietly but surely eroding in value.

Cash dormant in a bank account is like ice melting in your palm, exposed to the heat of inflation. Doing nothing is not avoiding risk; rather, it is taking the most dangerous gamble of all: resignedly accepting the continuous depletion of your wealth.

In a modern portfolio, crypto assets are no longer “shady speculative targets.” As the existing financial system creaks and groans, they can serve as the “strongest engine” for diversifying assets and riding the waves of inflation.

The value of learning skyrockets precisely when the market is volatile. Deciphering the correlation map of the complex global economy and gaining a professional perspective is equivalent to holding a compass in the dark.

3. “Someday” Never Comes: The Ultimate Sin of Opportunity Cost

The highest price paid in the world of investing is not the loss incurred during a failure. It is the regret of “I should have started then”—the opportunity cost.

The current moment, as a “rate hike pause” becomes a reality, can be described as the calm before the storm—a period of charging energy for an explosive upward move. You don’t need to commit all your funds. What matters is to continue participating as a stakeholder in the massive game called global capitalism.

Start small. Or, at the very least, prepare your “entry point” so you can move at any time. That small step will be the boundary line that transforms you from a “have-not” into a “wise investor” in the future.

Conclusion: Only Those Who Prepare Can See the Next Horizon

US economic indicators are not just a series of numbers. They are living messages that dictate our freedom and our future.

Are you ready to welcome Bitcoin and crypto assets into your portfolio as “guardians” or “pioneers”? Opportunity is fleeting; you must seize it while you can. Ensure you are ready to jump into the market at any moment and wait vigilantly for the right time.

“Shiranegi Tech” will continue to support your asset formation with cold-blooded analysis and burning passion.

Disclaimer: This article is intended for informational purposes only and does not constitute investment solicitation or advice. Please make investment decisions at your own discretion.

This article is also available in Japanese.