🔥 BTC surges above $81K then dips back—what’s really worth watching now isn’t how high it’s gone, but who’s still buying.
Over the past week, the crypto market has gone through a rapid repricing cycle.
$BTC briefly broke through $81K, then slipped back to trade in a range around $78K–$79K.
On the surface, this looks like a normal pullback after a move at the highs.
But there are a few funding-related changes worth paying attention to:
🔹 Spot BTC ETFs have continued to record net inflows 🔹 ETF buying is gradually replacing the earlier Short Squeeze momentum 🔹 The supply of USDT + USDC has increased noticeably over the past week 🔹 Leading assets like ETH and BNB still command strong attention
This suggests the market is entering a new phase:
Earlier, the focus was on how fast the price broke out—now it’s about liquidity absorption.
It’s not surprising that the first attempt to push into the $81K area met resistance.
What matters is this: if, during BTC’s high-level consolidation, ETF flows and on-chain liquidity continue to improve, the funding structure behind this rally may be more interesting than a simple “squeeze-driven” surge.
Next, I’m only looking at three questions:
👀 Can BTC retest and challenge $80K–$81K again? 👀 Can ETF inflows continue? 👀 Can ETH and BNB keep absorbing the rotation of capital?
Price tells us how hot the market is. Funds tell us how far the move can go.
👇 For the next stage, who are you more focused on?
🧧No need to rush—don’t be swayed by short-term gains or losses. Don’t be anxious about what you have or haven’t gained in the moment. Make friends with time. Let patience sink in and simply wait for things to bloom. All your perseverance and waiting will eventually be answered by the passage of years. May we all be able to steady our mindset, slowly cultivate, and reap the long-term benefits that belong to us ✨ #bnb
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The court ruled that Sun Yuchen’s personal claim would continue to be heard in open court, while the portion of the lawsuit against WLFI is pending further negotiation
WLFI co-founder Zach Witkoff said that Sun Yuchen’s statements about the trial outcome contain multiple falsehoods, claiming that he packaged his message that “personal demands are temporarily left with the court” as a victory.
First Digital CEO Vincent Chok responded that Sun Yuchen’s remarks about FDUSD are seriously inaccurate, and that Sun has yet to present any evidence in court to support the allegations.
First Digital filed a defamation lawsuit against Sun Yuchen in Hong Kong in April 2025. #孙宇晨 #WLFI .
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Market fluctuations are unpredictable; various hotspots rotate and flash on screens everywhere—everywhere are stories of soaring gains. After watching other people’s profits for long, it’s easy to develop FOMO anxiety and impulsively jump in. The market will never lack opportunities; what’s missing is the discipline to hold on to your original mindset. Don’t let hype drag you around, don’t blindly chase high prices—manage your position and control risk. No need to envy short-term unrealized gains; steady progress leads far. Wishing everyone long-lasting green positions and taking profit at the right time 🚀
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When you can’t hold on anymore, you also want to find a shoulder to lean on—only to find that some mountains are full of thorns, and some hide wild beasts. In the end, you’ll understand: you must be your own mountain.
1、Super Data: US July Core PCE Inflation (Aug 26 20:30) ⭐⭐⭐⭐⭐
The Fed’s most watched inflation indicator will be released alongside the Q2 GDP revision.
- If PCE comes in above expectations, it will strengthen rate-hike expectations, push US Treasury yields higher, and weigh on tech stocks and risk assets; - A weaker reading is positive for growth stocks and risk assets.
2、NVIDIA NVDA Earnings Report (Aug 27 04:00, after the close) ⭐⭐⭐⭐⭐
A bellwether for the whole market, it affects the entire AI supply chain—and also links to risk appetite in the crypto market. Key things to watch: data center revenue, Blackwell shipments, next-quarter guidance, and capital expenditures. Market expectations: revenue of about $92.0 billion, EPS of $2.08. Options-implied two-way intraday volatility is around 5.4%.
3、Jackson Hole Global Central Bank Conference (Aug 28–29) ⭐⭐⭐⭐⭐
Fed Chair Waller will deliver the keynote speech on Aug 28 at 22:00—this week’s biggest macro “bombshell.” What the market is listening for: the stance on inflation, signals on whether September will bring a rate hike or a rate cut, and views on long-end Treasury yields. The speech directly impacts the US dollar and Treasury yields, and indirectly drives volatility in Bitcoin and gold.$NVDAB $XAUT