🚨 The market pullback repriced Wosch’s hawkish stance; Trump also commented: he knows what to do—our interest rates are too high ❗️ Saylor and Tom Lee continue adding to their BTC and ETH holdings ❗️ 💥 (👇👇 Click to read the full article 👇👇)
📊Tonychoo｜Crypto Institutional Daily Report (2026.09.01)
🧠【Today’s Tonychoo exclusive bias】
After the market repriced following Wosch’s hawkish remarks, it saw a pullback—odds for a 9-hike surge briefly to 66.1%. This looks clearly bearish for risk assets like Bitcoin. However, strangely, the giants don’t seem to be worried at all—Saylor, BitMine, and Strive are still firing bullets to scoop up. Tonychoo can’t help but wonder: are these institutions and big players dumber than us? Do they not see the news? Or is the news and macro information specifically designed for us retail investors? My take is the same as ever: a news release may have an agenda, but the direction of funds doesn’t lie. Funds also have a cost. There’s only one purpose for where money flows—making money.💰👀👀
#比特币守稳78000美元上方 #比特币8月上涨23%跑赢黄金股市
📰 Today’s key news
1️⃣ Trump responds to Fed Waller’s potential rate-hike remarks: says “interest rates are too high”
In response to remarks by President Trump about Fed Chair candidate Waller possibly raising rates, he said: “He’ll do what he has to do, but I think our interest rates are too high.”
2️⃣ Probability of a September Fed rate hike jumps to 66.1%; major Wall Street banks speak up in a dissenting tone
After the Jackson Hole conference, market expectations for a September Fed rate hike surged to 66.1%. However, Citi and JPMorgan clearly stated that current economic data does not support a rate-hike move.
3️⃣ Big players keep snapping up: Strategy, Strive, and BitMine aggressively increase their positions
Strategy (MicroStrategy): Once again placed a bet, buying 4,603 BTC for $370 million. At the same time, its cash reserves rose to $1.61 billion, and it repurchased $152 million worth of STRC, bringing its net leverage ratio down to 0.0%. As of 8/30, it held 845,050 BTC.
Strive: Spent $143 million to buy 1,800 BTC, bringing its total holdings to 23,156 BTC.
BitMine: Bought heavily last week, adding 53,501 ETH, bringing its total ETH holdings to 5.9 million.
4️⃣ Spot demand turns negative, but futures recover—long positions are twice the size of shorts
Data shows that BTC spot demand has turned negative in the short term, increasing upward pressure; however, the derivatives market is extremely active—native long positions total $22.65 billion, more than twice that of shorts (Chart 1).
However, the main short force on Hyperliquid is still holding at high levels (Chart 2).
📊 Institutional ETF fund flows (Chart 3)
BTC ETF
🔴 Net outflow in a single day: 2,689 BTC (about -$209.79 million)
🟢 Net inflow over 7 days: 11,724 BTC (about +$914.72 million)
ETH ETF
🟢 Net inflow in a single day: 31,399 ETH (about +$76.99 million)
🟢 Net inflow over 7 days: 302,035 ETH (about +$740.57 million)
📈 Market sentiment
Coinbase Premium: -0.03
Korean kimchi premium: 0.81
Fear & Greed Index: 70 (Greed)
Altseason Index: 24 (Bitcoin season)
📉 BTC / ETH price level sharing
Support levels (buy walls): 76K, 77K
Resistance levels (sell walls): 79K, 81K, 82K
Support levels (buy walls): 2350
Resistance levels (sell walls): 2550, 2600, 2700
💰 Top gainers by 24H
1️⃣ CYBERLEEK: (+68%)
2️⃣ MANCER: (+62%)
3️⃣ STONKBROKER: (+43%)