🟡 Neutral but cautious | 2026.08.02 18:12 UTC+8

📰 Main Headlines:
• Trump cancels the planned military strikes on Iran; geopolitical tensions ease, and BTC rebounds from $62,100 to $63,500
• A Coldcard cold wallet firmware vulnerability is exploited; about 1,367 BTC (~$89 million) is stolen from 4,585 addresses, affecting the full Mk2-Q lineup
• ASTEROID token on BNB Chain surges 1,557% in 24h; suspected insider activity by a former BNB Chain employee, and official legal action is already underway

📊 Market Signals:
BTC $62,785 (+0.66%), ETH $1,847 (-0.77%), with ADA leading gains at +9.4% (Dijkstra upgrade)
BTC ETFs see 7 consecutive days of net outflows totaling $527 million, while ETH ETFs buck the trend with net inflows of $9.03 million
• The Fed stays hawkish but on hold; the probability of a September rate hike rises to 60%+ and derivatives open interest declines

💡 Viewpoint:
Easing geopolitical tensions offers short-term support, but hawkish Fed signals combined with large ETF capital outflows create a split market: retail traders are bullish while institutions are pulling back. The Coldcard incident is another reminder that private key security is the first line of defense for asset safety—hardware wallets are not absolutely secure.

#BTC #行情分析 #security