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星期天-77
星期天-77
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【$BTC 反弹到7.9万,但两条隐藏的绳子正在把它往回拽】 BTC从低点77,624反弹到79,472,涨1.34%。看似提气,但上涨动力与压制力量并存。 一方面,美就业数据强于预期,本该利好;却坐实通胀压力,9月加息押注冲至58%,瑞银预测年内再加两次。"数据好"被解读为"央行收紧",成风险资产阻力。 另一条是油价。布伦特原油冲到99.68美元创半年新高,中东局势推动。油价走高将二次点燃通胀,给加息更充分理由——看似无关,实乃同一宏观棋盘。 周四、周五PPI和CPI数据才是关键。落地前,每次反弹都更像"等消息"的波动,非趋势确认。 DYOR,不构成投资建议。 #BTC与黄金90日相关性升至+0.50 #加密财库分化:买币还是回购? #CLARITY法案9月15日闯关,60票成关键 $ETH $SOL
星期天-77
星期天-77
[$BTC Unable to hold above 80,000 for two consecutive weeks—Is it really dropping, or is it being held back by 'uncertainty'? 】 BTC repeatedly tested between 77,574 and 78,800, failing to break above 80,000 for two consecutive weeks. On the surface, it seems to be a suppression of rate hike expectations (the probability of a 25 basis point hike in September soared from 37% to 60%+), but more subtly is Trump's call for rate cuts, the market betting on rate hikes, and the Fed caught in the middle. The uncertainty of the policy path is more unsettling for the market than the outcome. But don't be pessimistic. On-chain data shows that on September 4, short-term holders made an unrealized profit of $9.07 billion (a high since 2016), with low-cost chips holding steady and no large-scale sell-offs. Short-term weakness and long-term resilience are happening simultaneously. The next watershed is a clear signal—the outcome of the Federal Reserve's decision or the tug-of-war. The moment uncertainty disappears, the direction will be decided. DYOR does not constitute investment advice. #BTC与黄金90日相关性升至 +0.50 #AI需求升温, Samsung SK Hynix's inventory is less than 10 days #ZEC升至加密货币市值前十 $ETH $ZEC

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