First use mainstream coins to set the coordinates: Bitcoin holds above $66,000, Ethereum rebounds to around $1,930, and Solana also edges higher to the $78 area. Despite new disturbances in the macro backdrop, risk assets still show a degree of resilience.
The latest U.S. inflation data came in above expectations, further delaying market bets on Federal Reserve rate cuts. Meanwhile, China’s central bank has issued a clearer signal aimed at stabilizing growth—policy headroom is opening up, creating a subtle offset to global liquidity expectations.
On geopolitics, U.S. Defense Secretary Hegseth submitted an additional $67 billion defense budget request to Congress, with the stated use pointing to an escalation of the situation in the Middle East. Such sudden spending could further increase the supply of U.S. Treasuries and indirectly weigh on risk-asset valuations.
In the Ethereum ecosystem, activity has been frequent recently: several key infrastructure projects have completed major updates or secured funding, and developer engagement remains high. On-chain data also shows that stablecoin supply and DeFi locked values have been expanding mildly for consecutive weeks, indicating that underlying demand has not clearly faded.
Technically, if Bitcoin can hold the $72,000 level, near-term downside room may be limited. For Ethereum, after breaking above $2,000, the next key resistance is around $2,400, and an effective breakout likely requires a surge in trading volume.
The market is currently in a window for macro narrative rotation: one side is policy uncertainty driven by repeating inflation surprises, and the other is the slow repair of momentum within the crypto ecosystem. In terms of execution, it’s advisable to stay flexible and avoid concentrated positions in a single direction.
#crypto #btc #eth #DailyReport
The latest U.S. inflation data came in above expectations, further delaying market bets on Federal Reserve rate cuts. Meanwhile, China’s central bank has issued a clearer signal aimed at stabilizing growth—policy headroom is opening up, creating a subtle offset to global liquidity expectations.
On geopolitics, U.S. Defense Secretary Hegseth submitted an additional $67 billion defense budget request to Congress, with the stated use pointing to an escalation of the situation in the Middle East. Such sudden spending could further increase the supply of U.S. Treasuries and indirectly weigh on risk-asset valuations.
In the Ethereum ecosystem, activity has been frequent recently: several key infrastructure projects have completed major updates or secured funding, and developer engagement remains high. On-chain data also shows that stablecoin supply and DeFi locked values have been expanding mildly for consecutive weeks, indicating that underlying demand has not clearly faded.
Technically, if Bitcoin can hold the $72,000 level, near-term downside room may be limited. For Ethereum, after breaking above $2,000, the next key resistance is around $2,400, and an effective breakout likely requires a surge in trading volume.
The market is currently in a window for macro narrative rotation: one side is policy uncertainty driven by repeating inflation surprises, and the other is the slow repair of momentum within the crypto ecosystem. In terms of execution, it’s advisable to stay flexible and avoid concentrated positions in a single direction.
#crypto #btc #eth #DailyReport