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#比特币守稳78000美元上方 8月 this wave, BTC is indeed impressive。
At the beginning of the month, it was still trading sideways around $62,000–$65,000, but after August 19 it suddenly accelerated. In just three days, it surged from around $65,000 all the way to nearly $78,000, and the intra-month high reached $81,300。

As August wrapped up, BTC was up about 23% in total, completing a clearly visible price correction/repair cycle。
But entering September, what’s truly worth watching isn’t “how much more it can rise,” but rather:
Can the $78,000 level be held, and can $80,000 be reclaimed?
For the short term, focus on two key zones:
📍 $80,000–$81,000: resistance overhead
📍 $72,000–$75,000: support below

Another major variable in September is macro data。
September 4 Non-Farm Payrolls, September 11 CPI, and September 17 FOMC—expectations around employment, inflation, and rate cuts may affect BTC’s direction in turn。
If the data continues to cool, market expectations for easing could heat up; if the data strengthens again, BTC volatility may also increase。

So, August was about correction/repair, while September is about whether levels can be defended。
Next, keep an eye on two things:
whether $78,000 can be held, and whether BTC can reclaim $80,000。
The above is for reference only and does not constitute investment advice. The market is risky; invest cautiously.

Fireblocks custody transferred approximately 30 million USD1 to Binance within 15 hours—this scale of stablecoin routing often suggests there’s an entire underlying funding plan.

USD1 is a stablecoin tied to projects associated with Trump; it already carries a political label. Now it is being centrally packaged and deposited into a leading exchange by an institutional custodian, effectively tying political narratives to liquidity at the exchange level.

The specific intended use has not been officially explained so far. On-chain, we only see funds flowing from the custodian to the exchange, but we don’t see where they go next. In general, such crediting could correspond to market making, OTC settlement, or compliant reserves—but in this case, no one can say for sure which one it is.

In an environment where stablecoins are gradually being integrated into real payment scenarios, exchanges are exploring stock tokenization, and multi-asset services are expanding, the entry of a large amount of politically related stablecoins could affect future compliance and market structure. Whether we will continue to see sustained inflows and more institutional participation afterward is a variable worth watching.

Federal Reserve Chair Kevin Wosh, in his August 28 Jackson Hole speech, laid the groundwork for the key variable that would shape the September FOMC meeting three weeks later by putting signals of “default rate hikes” on the table early.

Former Vice Chair Donald Cohn’s interpretation is straightforward: the old thinking was “lean toward holding steady unless the data proves it’s necessary,” whereas now it has shifted to “default to further rate hikes unless the data argues against it.” In other words, a pause is no longer the baseline—it’s the exception that now requires additional justification.

Another line from Wosh’s speech—“it’s hard to describe the current broad financial conditions as ‘tight’”—is effectively hinting that, in his view, the current environment has not yet amounted to genuine tightening. This kind of statement will make markets in the coming weeks more willing to treat “keeping rates restrictive for longer” as the baseline scenario.

But whether the Fed will or won’t raise rates in September is not an easy choice for the central bank either: raising rates could put it in clear opposition to the White House in the weeks leading up to the midterm elections; not raising rates could allow previously quelled doubts to resurface. For market participants, the more practical question is how to reassess the pricing of interest rates and risk assets in an environment where this “default logic” has been rewritten.

Over the past two weeks, the total liquidation in the crypto market has exceeded $9.71 billion. Of that, short positions account for about $6.55 billion, while long positions are about $3.16 billion—effectively, both longs and shorts have repeatedly been pinned to the ground and dragged through the mud by the market.

In other words, the trend isn’t a one-way takeover that wipes out one side; it’s a repeated harvest amid big swings: when prices rise, shorts get concentrated and wiped out in mass liquidations, and when prices pull back, longs are also cleared by a large margin. The direction isn’t especially clear, but what remains consistent is that there’s still a huge amount of leverage piled up in the system.

More subtly, the Fear & Greed Index is currently at 69, which places it in the “Greed” range. After a liquidation event of this scale on both sides, sentiment is still relatively optimistic. This suggests that a lot of capital is treating this round as a routine shuffle rather than a risk signal.

Under this kind of high-leverage, overheated sentiment structure, once there’s an adjustment to tokenomics on the project side—or geopolitical uncertainty like the Strait of Hormuz—the probability of amplified volatility increases. Going forward, what matters isn’t just price, but whether leverage has actually come down.

NVIDIA was reportedly preparing a US political action committee called NVPAC around August 27, 2026, with voluntary donations from eligible employees, specifically intended to support candidates at the federal level in the United States.

In other words, the money appears to be coming from individual employees, but the vehicle is a PAC named after the company. Its full name is the “NVIDIA Corporation Employees Federal Political Action Committee.” The backdrop also overlaps with sensitive issues such as AI regulation and chip export controls.

This design, on the one hand, helps sidestep public pressure over “direct corporate donations.” On the other hand, it also invites questions: are employees expressing their own political preferences, or are they voting on behalf of their employer’s demands regarding regulatory and export policies?

For the AI and semiconductor industries as a whole, if leading companies increasingly follow a path of “employee fundraising + PAC,” policy bargaining could become more institutionalized. But it would also add another layer to the competition—one that uses political tools alongside technical rivalry. How regulators draw the boundary going forward is something worth monitoring.

BTC surged past $80,000 and then fell back—there’s so much good news, so why can’t it break out?

Over the past couple of days, BTC’s been a bit frustrating to watch.
PCE came in on the hot side, Nvidia’s earnings again beat expectations, and there are about $6.4 billion worth of BTC options expiring on Friday.
News comes one after another: BTC pushed up toward $80,000, then turned around and slid back.

The sell pressure above $80,000 doesn’t seem to have fully been digested yet.
With PCE still running a bit hot, the market has become more cautious about expectations for rate cuts, so chasing breakout entries naturally gets tempered.
And even with Nvidia’s performance so strong, risk appetite hasn’t been fully ignited—this also suggests the market’s reaction to good news isn’t as fierce as earlier.
Add the large options expiry on Friday, and seeing these back-and-forth sweeps over the last few days isn’t really surprising.

Right now, when I watch the chart, I focus on three signals:
Can BTC hold above $80,000;
Is there clear volume expansion when it breaks through;
And is spot capital actually moving in.

Once all three show up, it’s much easier to feel comfortable staying bullish for a bit longer.
If it only spikes near $80,000 and then keeps pulling back, I’ll keep waiting.
After all, it’s already risen from $60,000 to here—so this isn’t exactly a low position anymore.
At lower levels, you can speculate a bit; at higher levels, you need to see whether the market gives confirmation.

The real question worth asking now is just one:
Above $80,000, how much capital is still willing to step in to buy?
For market information sharing only and does not constitute investment advice. Crypto assets are highly volatile—please make decisions carefully.#英伟达营收超预期股价涨4% #比特币64亿美元期权将到期

U.S. spot Bitcoin ETFs saw approximately $314.3 million in net inflows on August 25, according to another data provider, marking the seventh consecutive day of net fund inflows. On the same day, spot Ethereum ETFs also recorded net inflows of about $179.8 million.

Mizuho analyst Dan Dolev believes that this rebound is driven more by spot holdings and ETFs. Open positions denominated in coin (the underlying asset) declined back to a one-month low after an initial rise, suggesting that the presence of high-leverage funds is waning.

In other words, the market is being supported more by funds that are willing to build positions gradually through compliant products, rather than by a group of short-term traders wielding leverage of a dozen times or more. This type of structure carries relatively more controllable risk in terms of potential cascading liquidations.

Of course, a “healthier” funding structure does not mean price will move in only one direction. The upward pace may be slower, and pullbacks will still occur. The key to watch next is whether these ETF net inflows can be sustained and whether they will expand to include more crypto assets.

[There is a buy order for $78 million under BTC, and it has been sitting there for 38 hours…]

This money hasn’t been canceled yet.

Now BTC is around $78,000, and it’s getting closer.

I just checked the AiCoin PRO data: on the 45-minute timeframe, BTC is testing the EMA55. If EMA55 can’t hold, first look at EMA89: $78,435. Below that is the area where this large order sits.

On Binance’s BTC perpetuals, there are currently 5 buy orders sitting between $77,088 and $77,788, totaling $78.17 million. All of them have been in place for more than 1 day and 14 hours.

Four of them are placed at:
$77,088 / $77,288 / $77,488 / $77,688

They’re exactly spaced every $200, and the order times are also fairly close.

Looking at the order book, this placement does look like layered orders.

However, just because the orders are sitting there all the time doesn’t necessarily mean they will get filled. What matters more is whether this $78 million is still there if BTC drops further.

If BTC reclaims the moving average, the first targets above are $79,945—$80,000.

For tonight’s price action, I will first keep an eye on the orders below.

The above is only market data observation and personal opinion, and does not constitute investment advice. Crypto asset prices can fluctuate significantly—please be mindful of risks.
#比特币受阻于81000美元50周均线

U.S. Las Vegas businessman Brent Kovar was convicted of being involved in a $24 million Ponzi scheme tied to a crypto project called Profit Connect, with the maximum sentence (or potential) reaching up to 280 years in prison.

The project was packaged to the public as “mining returns,” but the Department of Justice said its operation was actually a textbook case of “using funds from new investors to pay off old investors”—it may look like it’s cashing in on computing power gains, but at its core it’s the same old game of robbing Peter to pay Paul.

As of 2026, countries around the world are tightening regulation of digital assets. This case is seen as part of the U.S.’s continuing crackdown on crypto-related fraud, and it serves as a warning to projects raising funds under banners like “stable, high mining returns”: the compliance boundaries are being redrawn more clearly than ever.

Next, the final sentencing outcome will be key, along with how other judicial jurisdictions will respond to similar models. Market participants—whether teams or users—need to re-examine the true risk structure behind “high-yield mining.”

NVIDIA announced two things on August 24, 2026: the Groq 3 LPX inference accelerator will fully go into production, and SpaceXAI will deploy the Vera CPU, with plans to expand the Vera Rubin platform to space/on-orbit computing scenarios.

Vera is a CPU built specifically for agentic AI, integrating 88 in-house Olympus cores, along with the Rubin GPU and Groq 3 LPX. The goal is to turn “large-model token generation” into a pipeline. Reports say the Groq 3 LPX may reach around 3,400 tokens per second (to be verified); on the inference side, it targets high-throughput, low-latency scenarios.

Compared with the traditional model that sells only GPUs, this looks more like an integrated solution spanning CPU, GPU, inference accelerators, and space/edge computing. In the short term, we’ll need to see the real shipments of Groq 3 LPX and how well the ecosystem adopts it. In the long term, it will come down to whether Vera Rubin can deliver benchmark applications in orbit.

【BTC Breaks $80,000: This Time, It’s Really a Bit Different】
To be honest, when it hit $62,000, I didn’t expect to see $80,000 again so quickly.
In just one week, BTC surged from around $63,000 to above $80,000—up more than 20%.
Now, when I look at this move, there’s one change that’s quite obvious:
This time, it doesn’t look like a pure emotional rebound.
First, the shorts were repeatedly squeezed out.
After BTC broke $70,000 and $75,000, shorts started cutting losses and getting liquidated, which kept adding fuel to the rally.
But if it were only a short squeeze, usually it would be about enough once it reaches this level.
What truly made me start paying attention is that ETF capital is back.
Last week, U.S. spot BTC ETFs recorded net inflows for five straight trading days—about $1.92 billion for the week.
The logic is pretty simple:
Short covering is buying, and ETF inflows are also buying.
One is forced buying, and the other is real, cash-driven allocation.
With both happening at the same time, the nature of the market move is different.
Looking further up, the U.S. dollar, interest rates, and expectations for liquidity are also starting to affect BTC again.
So when BTC reclaims $80,000 this time, I actually think what happens after $80,000 matters more than the breakout itself.
Right now, I’m watching three key things:
Can BTC hold above $80,000?
Can ETF inflows continue?
Will macro data and Jackson Hole cool off risk assets?
If a pullback to $80,000 can be absorbed—turning the resistance level into support—then this move may still have room to run.
But if it spikes up and then quickly falls back, then be careful—that could just be a very pretty fakeout.
So it’s still not time to shout, “The bull market is back.”
But at least one thing is clear:
When BTC was at $62,000, what people feared was further declines.
At $80,000, what the market is starting to fear is missing out.
That’s the real place where sentiment has changed.
#btc触及80000美元

BitMine Immersion Technologies increased its ETH holdings by 32,447 within a week. Its latest total holdings are 5,847,611 ETH, or about 4.8% of Ethereum’s total supply. Total assets are approximately $14.9 billion, of which cash and marketable securities are only about $308 million.

In other words, this listed company’s balance sheet is already highly tied to ETH: a small cash buffer, a large Ethereum position, plus a small amount of BTC (about 210 coins), roughly $180 million in other crypto assets, and a basket of investments referred to as “Moonshots.”

For the Ethereum market, this means nearly 5% of the supply is concentrated in a single institution’s account. Long-term lockups may tighten the circulating supply, but any volatility at the company level could also amplify market swings at certain points.

Next, the key question is whether BitMine will continue accumulating at high levels, or whether changes in regulation, accounting rules, or pressures from its own operations force it to adjust this highly concentrated treasury strategy.