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#美国7月PPI持平 PPI is milder than expected—why hasn’t BTC risen?

Last night, the U.S. released July PPI. The month-over-month figure was flat, and the year-over-year number fell to 4.7%, which came in softer overall.

In theory, this should be good news for risk assets: easing inflation pressure, strengthening rate-cut expectations, and U.S. tech stocks moving higher as well.

But BTC’s reaction has been restrained.

After the PPI release, BTC briefly surged from about $63,500 to $63,980, then slid all the way back down, with a low near $62,800.

Over the past 12 hours, it still hasn’t broken out of the $63,000–$64,000 consolidation range.

Why won’t the good news lift BTC?

The answer isn’t complicated:

First, expectations were already priced in.
The recent CPI and PPI releases have followed a similar script: before the data came out, the market had already pushed the “good news” into the price. After the official release, there’s simply not enough momentum to continue rallying.

Second, BTC currently lacks “incremental capital.”
ETF flows, trading volume, and overall market sentiment haven’t shown any clear improvement. Without fresh capital to step in, it’s hard for a single PPI print to push BTC cleanly out of its trading range.

Third, the market is no longer focused on inflation alone.
Employment, liquidity, the rate-cut path, and even oil prices and geopolitical risks may all affect the trading logic going forward.

So this PPI release is more like it slightly reduces pressure on the market—but it hasn’t become the trigger that forces BTC to break through.

What to watch next?
In the short term, focus on two levels:

Above: $64,000–$64,500
Only if price breaks above with increased volume will it truly open up room for upside.

Below: around $62,800
If this level is lost, the consolidation structure could weaken further.

One-sentence summary: PPI is mildly positive, but BTC hasn’t bought it. What the market lacks now isn’t a “good data point,” but enough strong incremental capital.
Instead of guessing whether it will go up or down, I’ll be more focused on when BTC finally breaks out of this range on real volume.

Risk disclaimer: The views, conclusions, and recommendations in this article are for reference only and do not constitute any investment advice. The market is risky—invest carefully.

CPI meets expectations, but BTC spikes and then reverses: who exactly did last night’s “needle” hurt?
Last night, CPI was released: YoY 3.4%, core 2.5%—basically in line with expectations.
But BTC moved very typically:
Before the data, it rose from 63,200 to 64,450. After the release, it surged once more, then quickly pulled back, returning to around 63,500 within half an hour.

Why didn’t CPI trigger a scare, yet BTC spiked and reversed?
In plain terms: the good news was priced in early.
① Funds positioned in advance
Before the data, BTC had already been rising. OI and funding rates climbed in step—meaning the market was already betting that “CPI won’t be too bad.”
When the data comes in line with expectations, however, there’s a lack of fresh buyers.
② Spike first, then pull back—sweeping liquidity
Above 64,000, there were plenty of short positions.
After the data, price first jumped to 64,450, sweeping the liquidity overhead and also attracting chase-buying capital.
Then it turned around. Liquidations followed—longs stopped out, and more forced liquidations triggered—amplifying sell pressure further.
So the worst of it last night was the long crowd that chased at high levels and used leverage.

Tonight’s PPI—watch two levels
Downside: 63,000–63,200
The prior low plus the high-density positioning area—first, see whether it can hold.
Upside: 64,200–64,500
Last night’s spike-and-reversal zone—only if price can reclaim and stand back above it will there be a chance to move higher again.
At 20:30, when PPI prints, volatility may expand again.

Tonight, don’t rush to guess direction. Let the first round of movement play out, then assess support and resistance.
The biggest risk in data-driven markets isn’t being directionally wrong—it’s being directionally right but placing your bet at the wrong level.
💬 Did you dodge last night’s “needle”?
For tonight’s PPI, do you think 63,000 will hold for the bounce—or will 64,500 be tested again?
#BTC #PPI #美国7月CPI与PPI数据本周出炉 #美国7月CPI放缓强化美联储暂停加息预期

Tonight at 20:30, will this BTC “big Buddha” finally move?
The US July CPI is coming out soon.
Honestly, these past few weeks, Bitcoin has been grinding a bit too much—it’s been exhausting.
Price is stuck in a range, volume is also shrinking, and volatility is unbelievably low. Bulls and bears are basically both waiting; nobody really wants to load up positions early.
So tonight I actually don’t want to guess whether CPI will be bullish or bearish.
I’d rather watch one thing:
Whether the volatility that’s been building up over the past few weeks gets “unleashed” tonight.
The script isn’t complicated:
📈 CPI below expectations
The market starts pricing in rate cuts again, and BTC could surge upward immediately.
📉 CPI above expectations
Rate expectations heat back up, and Bitcoin needs to be careful about getting dumped downward.
What’s really worth paying attention to is this: if tonight breaks out of the range accumulated over the past few weeks with heavy volume, it might not even give you time to think slowly.
Of course, don’t forget the most annoying scenario of all:
The data comes out—one spike up and one spike down—and then—
back to the same spot to keep ranging.
In that case, all you can do is keep waiting, and watch the next inflation data, the Fed’s statements, and policy updates like the CLARITY Act.
My own position tonight is relatively light.
I’ll first look at the market’s initial reaction to the data + trading volume, and I won’t rush in.
At times like this, I’d rather miss a chunk of the move than suddenly become an inexplicable炮灰.
What do you think Bitcoin will do tonight?
Flip the table to the upside, or smash a pit downward?
#美国7月cpi与ppi数据本周出炉 #参议院推迟CLARITY法案投票至9月 #BTC

🚨 Is the BTC top bearish positioning starting to retreat?

BTC tests $65,500, and two big holders on Hyperliquid have simultaneously reduced their positions.

The top short, 0xf184...8+7d, closed 150 BTC at $65,459 after a test at $65,459, incurring a loss of 187,000 USDT (0.187 million U). Even more brutal: the short position was cut from 1,600 BTC down to 780 BTC, totaling a reduction of over 51%.

Another major whale was even more direct—today they closed around 724 BTC, worth about $47 million+ in USDT, and now only 18 BTC remains, basically clearing out the position.

The two leading bears are shrinking their exposure in sync, which at least suggests: the bearish side is actively lowering risk.
This doesn’t necessarily mean BTC will rally immediately, but around $65,500 is worth closely watching.

Next, we’ll see: will the top trader keep cutting shorts? Is there any new giant whale stepping in to take over the short?
If you want to monitor smart money positions, costs, and liquidation prices in real time, you can get AiCoin “Smart Money.”

TSMC is exploding again. Has AI computing power really not reached its limit yet?

In July, revenue surged straight to NT$467.58 billion, up 44.7% year over year, hitting a new historical high.

Earlier, the market was still worried: is AI infrastructure starting to slow down?
But TSMC’s latest data has not given an answer to that—for now.
3nm remains tight, and CoWoS demand is still there. Demand from leading tech companies for advanced process nodes hasn’t shown any clear cooling.

So what’s truly worth watching now isn’t whether AI is in a bubble, but rather:
When will AI compute demand actually reach a real peak?

As long as underlying compute capacity continues to expand, this AI trend is hard to easily go out.
What do you think about the market volatility this time?
#TSMC #台积电 #美股 #AI #芯片

🚨 24-Hour Moves of the Main Players: BTC Sell Orders Lead, ETH Temporarily Stalled
I just took a quick look at the AiCoin PRO main order big-trade data, and the past 24 hours’ capital flows for BTC and ETH are somewhat split.

For BTC:
Total executed turnover is about $729 million USD, with $307 million USD in buys and $422 million USD in sells, resulting in a deal difference of approximately -$114 million USD.
In simple terms, over the last 24 hours, large sell orders were slightly more aggressive, and the short-term price pressure above is still there.

For ETH:
It’s relatively balanced: total turnover of $1.176 billion USD, with $579 million USD in buys and $597 million USD in sells, and the deal difference is only about -$17.78 million USD.
The longs and shorts still slightly favor sellers, but the strength is clearly not as strong as BTC’s.

Another point worth watching is the situation with outstanding orders:
At the moment, the net outstanding order gap for main players is:
BTC: about $1.048 billion USD
ETH: about $1.801 billion USD
This data reflects the distribution of large limit orders in the current order book. More buy orders suggest there is capital willing to absorb below; more sell orders imply pressure above.

That said, large order placements aren’t set in stone—during price movement, orders may be canceled or directly filled.
So for the short term, besides watching the execution direction, also keep an eye on whether these “large-money walls” change.
AiCoin PRO’s “Main Big Order Tracking” can show changes in large outstanding orders in real time, helping you observe main capital movements.
⚠️ Data is for reference only and does not constitute investment advice.

⚠️ A 100-million-dollar-level BTC short “whale” has started cutting positions, and the liquidation price is only $15 away!
I just noticed the actions from address 0xff84...8f1d.

This whale originally held a 1,600 BTC short with 40x leverage. After BTC probed higher early this morning, it proactively reduced the position by 200 BTC at an average execution price of about $64,935; this portion is already down by roughly $146,600.

At present, there are still 1,400 BTC in short positions. The position value remains over $90 million, with an entry cost around $64,202 and an unrealized loss of about $480,000.

More importantly:
📍 Liquidation price: $64,999.52
📍 First stop-loss price: $64,985
📍 The difference between the two is only about $15
It also placed 28 orders—only to reduce the position and buy at stop-loss.

Proactively cutting the position indicates it has started to defend; but since the short position worth more than $90 million is still there, it also suggests it hasn’t completely given up on continuing the short for now.

Next, focus on the $64,985—$65,000 range.

If stop-losses keep triggering, the short-term volatility may be amplified further; if BTC pulls back, this short might still get some temporary breathing room.

Will this trade ultimately be liquidated, or can it wait for a retracement?👀
#BTC #比特币 #巨鲸 #链上数据

On August 4, spot Ethereum ETFs saw a single-day net inflow of about $53.75 million, with BlackRock’s ETHA contributing approximately $42.46 million—making it the day’s most significant incremental entry.

On the same timeline, the former BAYC whale “Maji Big Brother” Huang Licheng sold BAYC #5670, which he had bought five years ago for 85 ETH, for 9 ETH—incurring a loss of nearly 90%. According to on-chain monitoring, after selling, he did not leave the market; instead, he continued to use the funds to support a long position with roughly 3,450 ETH in size (this point currently comes from a single source of information).

In other words, one side is traditional capital adding to ETH through compliant ETF channels, while the other side—veteran NFT players—exits blue-chip avatar holdings and moves the chips back into the underlying ETH asset. The paths of these two streams of capital overlap on the same blockchain. This shift from “collectible assets” to “configurable assets” may not immediately show up in price in the short term, but it likely will gradually reshape market risk appetite.

What to watch next is mainly two things: whether net inflows on the ETF side can maintain the pace, and whether high-beta assets like NFTs can still deliver new incremental narratives.