【Uncle Morning News】｜2026.08.25: BTC’s first attempt to break 80k was rejected, while retail traders ran first—the big players are taking in, retail is escaping
Last night, BTC tested 80,000 and then pulled back to around 78,800 (+1.73%). The 24h range was 76,670–80,000.
📊 The long/short ratio in accounts fell from 1.07 to 0.94; retail got shaken out before the breakout. The fee rate at 0.0055% is below the benchmark, and leverage has not run out of control. Net inflows into ETFs last week exceeded 1 billion, the largest in 10 months; major whales increased holdings by 2.75 billion over 60 days. Rotation of DeFi capital continues. $ZEC is driven by expectations that the Grayscale trust could convert to an ETF; it surged more than 70% on the week, briefly touching $888 for a new high since 2018 before pulling back—accelerated traders should be cautious about chasing. $MORPHO rebounded about 18% during the DeFi rotation, hit the $2.93 resistance, then fell back to $2.77. $AAVE strengthened in sync; capital kept flowing back into the DeFi sector.
In US stocks, the Dow rose +0.26% for a second straight day, while the Nasdaq fell for a third straight day; the SOX fell -2.70% for two straight sessions. Nvidia logged a seventh consecutive down day as funding reduced exposure to AI hardware ahead of earnings.
Markets opened lower in both Korea and Japan, and the semiconductor supply-chain led the decline. In China A-shares, the Shanghai Composite index slipped below 3900; today it’s watched for support around 3850. The Hang Seng index is watched at 25,500.
Key events this week: PCE (Wednesday 20:30) + Nvidia earnings (early hours of 8/27) + Jackson Hole (8/27–29, with Powell’s speech on 8/28).
⚠️ Don’t chase in the accelerated leg for ZEC; wait for pullbacks in DeFi to confirm. The BTC 77–78K trend remains unchanged. A high-volume break below 75K shifts the tone. The first time 80K was blocked—can the second attempt stand above it? Cast your vote in the comments. #BTC触及80000美元 #以太坊ETF周净流入6.97亿美元
⚠️ Personal observations only, not investment advice.
Last night, BTC tested 80,000 and then pulled back to around 78,800 (+1.73%). The 24h range was 76,670–80,000.
📊 The long/short ratio in accounts fell from 1.07 to 0.94; retail got shaken out before the breakout. The fee rate at 0.0055% is below the benchmark, and leverage has not run out of control. Net inflows into ETFs last week exceeded 1 billion, the largest in 10 months; major whales increased holdings by 2.75 billion over 60 days. Rotation of DeFi capital continues. $ZEC is driven by expectations that the Grayscale trust could convert to an ETF; it surged more than 70% on the week, briefly touching $888 for a new high since 2018 before pulling back—accelerated traders should be cautious about chasing. $MORPHO rebounded about 18% during the DeFi rotation, hit the $2.93 resistance, then fell back to $2.77. $AAVE strengthened in sync; capital kept flowing back into the DeFi sector.
In US stocks, the Dow rose +0.26% for a second straight day, while the Nasdaq fell for a third straight day; the SOX fell -2.70% for two straight sessions. Nvidia logged a seventh consecutive down day as funding reduced exposure to AI hardware ahead of earnings.
Markets opened lower in both Korea and Japan, and the semiconductor supply-chain led the decline. In China A-shares, the Shanghai Composite index slipped below 3900; today it’s watched for support around 3850. The Hang Seng index is watched at 25,500.
Key events this week: PCE (Wednesday 20:30) + Nvidia earnings (early hours of 8/27) + Jackson Hole (8/27–29, with Powell’s speech on 8/28).
⚠️ Don’t chase in the accelerated leg for ZEC; wait for pullbacks in DeFi to confirm. The BTC 77–78K trend remains unchanged. A high-volume break below 75K shifts the tone. The first time 80K was blocked—can the second attempt stand above it? Cast your vote in the comments. #BTC触及80000美元 #以太坊ETF周净流入6.97亿美元
⚠️ Personal observations only, not investment advice.
