比特跃马

Today Crypto Watch｜BTC Drops 78K, Re-testing Support

As of this morning’s daily report timestamp, BTC is back around $78,000. ETH, BNB, and SOL are also falling in tandem. The latest ETF data is still somewhat weak, stablecoin supply continues to grow, and the divergence between capital flows and price has not disappeared.

Next, the focus is on whether support near 77.7K can attract and absorb selling, and whether 78.5K can be reclaimed and held. Once the repair is confirmed, look again at the resistance zone of 79.2K—79.7K. If support keeps failing, then attention should turn to whether the pullback expands.

Tonight’s PPI and the European Central Bank rate decision, and tomorrow night’s CPI will be key validation points for the week. Whether the rebound can sustain depends on answers from price action, spot capital, and the broader macro environment together.$BTC $ETH $BNB

For detailed data and key levels for the four major coins, see today’s poster.

#Bitcoin #CryptoMarket #BitJumpingHorse

Oil Prices Approaching $100, the Three Major US Stock Indexes Fall Together, but the AI Rally Isn’t Over.

Last night, the market showed a very clear split in fund flows: traditional software stocks came under heavy pressure, while capital continued to flow into compute power, ASICs, network chips, and data-center infrastructure. CRWV, NBIS, AMD, and AVGO all strengthened against the trend, suggesting that the AI theme is moving from the phase of “all companies rising together” into a new repricing stage of “hardware strong, software weak.”

Next, focus on three signals: whether Brent can hold below $100, whether QQQ can stay above 722, and whether SMH can break through 580.4. If all three are confirmed at once, the semiconductor uptrend could upgrade from localized rotation to a full-scale expansion.

All the detailed data, key levels, and this week’s risk validation are compiled in the poster.

— Bit Jue Ma | US Stock Daily

The core of today’s crypto market isn’t whether it’s “up or not,” but whether the rebound can be confirmed.

After two pullbacks to 76.3K, BTC has rebounded and is now once again nearing 79K. However, the ETF data has not been fully caught up, and the macro side is still constrained by high oil prices and high interest rates.

Next, watch for three steps:

Hold above 78.5K to maintain a strong consolidation;
Break and hold 79.2K—79.5K to confirm that the rebound repairs are in place;
Only when it breaks above 80K—80.5K will there be a chance to continue challenging the area above 81.2K.

Short-term sentiment has somewhat recovered, but the real direction decision still hasn’t been completed. The market can have emotions—your judgment must be based on conditions.

#Bitcoin #BTC #CryptoMarket #MarketAnalysis #比特跃马 $BTC

After BTC surged to 80.5K and then pulled back, the 79.2K level has already been breached, and the 78.8K–78.5K range has become today’s most critical swing support. The current selloff is accompanied by a decline in OI; for now, it looks more like a proactive deleveraging rather than a full-scale liquidation cascade. However, with oil prices rising above $97 and U.S. Treasury yields staying elevated, the direction of capital tonight after ETFs resume trading will determine whether this pullback is merely a second confirmation or a failed breakout.

If 78.5K holds and price reclaims 79.2K, there is still a chance to repair the structure. If there is a valid 4-hour breakdown below 78.5K, then we’ll need to switch to a stricter defensive posture. Core holdings will not be easily changed due to short-term fluctuations; swing positions will only be adjusted based on confirmed validation conditions—no guessing bottoms, and no chasing rallies.$BTC

US stocks re-open today: stronger nonfarm payrolls reinforces rate-hike expectations—can the semiconductor theme withstand pressure from oil prices and high interest rates?$NVDA.US $GOOGL.US

At the first push above 80.5K, there was a lack of volume and ETF buying support, so the breakout was not confirmed; however, 79.2K—79.5K has not yet been effectively lost, and the ETF, stablecoin, and leverage structures have not reversed either, so it still remains high-level turnover. $BNB $牛来

Compared with September 3, today has clearly strengthened: 78.5K has been confirmed complete, 79.5K has been reclaimed, and ETF and stablecoin funds have also improved significantly. The question is no longer whether a rebound exists, but whether over the weekend 79.2K–79.5K can be turned into support and whether 80.5K can truly be held in a low-volume environment. $BTC $ETH
$BNB

September 3 US stocks are not a typical rebound, but a strong recovery driven by a combination of factors: the Federal Reserve pausing expectations of further rate hikes, the collective rally of the Mag7, and the delivery of AI software sector earnings (important note)
Tonight at 20:30, the US Non-Farm Payrolls will be released
$NVDA.US $GOOGL.US

$BTC e$ETH $BNB

In next week’s crypto market, the real main storyline isn’t the weekend rebound, but the capital flow choices after the FOMC, GDP/PCE, and the end-of-month options settlement. For BTC, holding above 64K only means it hasn’t turned bad; a true rebound confirmation only comes when it reclaims 66.8K. Before the answer appears, make fewer predictions and wait more—let the market chart the direction itself.

950 billion US dollars, a five-year cycle, 5GW AI data centers—this time, South Korea’s semiconductor industry isn’t telling the story based on emotion. Instead, it has written storage, foundry manufacturing, and computing demand into a long-term cooperation framework—next week, the market may need to reprice.$NVDA.US $SKHY

After the BTC ETF saw consecutive net inflows come to an end, stablecoin supply tightened in tandem. With the FOMC once again entering the countdown, between 64K support and the confirmation at 66.8K, today’s most important thing in the crypto market is not rushing to take a side—it’s waiting for capital and price to deliver the same answer.

Binance US stock direct access brokers have launched #美股0傭金在幣安

Today's key call: The US CPI (16:30 Beijing time) is the biggest variable today. BTC is waiting for direction in the $80,280–$82,479 range. Before the CPI, it's recommended to keep your position ≤30%; wait for the data to land and confirm before making a move.

Morning Update

$币安人生 has been falling without a bottom

Binance

Victory Securities has completely closed its mainland users this time.