🟢 August surge up 28%, the strongest since 2017 | 2026.08.26 05:40 UTC
📰 Key highlights:
• After BTC broke through $81,237 and then pulled back to around $79,000, August’s cumulative gain hit 28%, the strongest monthly performance since 2017
• ETF net inflows continued for 6 straight days, nearing $2.0 billion; daily peak inflow was $517 million (the highest since May). The Bull Score surged from 30 to 80 within a week
• The U.S. Treasury doubles long-term Treasury buybacks + Trump urges Congress to pass a crypto regulatory bill—two catalysts driving the upside
📊 Market signals:
• The correlation between BTC and gold rose to +0.46 (highest since 2021). The market is shifting from “high-beta tech stocks” to “digital gold”
• $7.2 billion in short liquidations + $944 million in spot buying; a de-leveraging-led rebound looks healthier
• Altcoin divergence: DOGE broke above a 20-month downtrend line, up 34% on the week; while ADA/SUI fell more than 4%—capital is attacking selectively
💡 Viewpoint:
The quality of this rebound is higher than the prior one—triple resonance from real ETF inflows + a weaker U.S. dollar + regulatory expectations. But BTC still has 37% room below its ATH of $126,200. In the near term, watch this week’s Jackson Hole remarks and the Sept. 15 vote on the CLARITY Act. Historically, in years with positive August returns (2013/2017/2020/2021), BTC ended the year well above its August closing price.
#BTC #行情分析 #cryptomarket
📰 Key highlights:
• After BTC broke through $81,237 and then pulled back to around $79,000, August’s cumulative gain hit 28%, the strongest monthly performance since 2017
• ETF net inflows continued for 6 straight days, nearing $2.0 billion; daily peak inflow was $517 million (the highest since May). The Bull Score surged from 30 to 80 within a week
• The U.S. Treasury doubles long-term Treasury buybacks + Trump urges Congress to pass a crypto regulatory bill—two catalysts driving the upside
📊 Market signals:
• The correlation between BTC and gold rose to +0.46 (highest since 2021). The market is shifting from “high-beta tech stocks” to “digital gold”
• $7.2 billion in short liquidations + $944 million in spot buying; a de-leveraging-led rebound looks healthier
• Altcoin divergence: DOGE broke above a 20-month downtrend line, up 34% on the week; while ADA/SUI fell more than 4%—capital is attacking selectively
💡 Viewpoint:
The quality of this rebound is higher than the prior one—triple resonance from real ETF inflows + a weaker U.S. dollar + regulatory expectations. But BTC still has 37% room below its ATH of $126,200. In the near term, watch this week’s Jackson Hole remarks and the Sept. 15 vote on the CLARITY Act. Historically, in years with positive August returns (2013/2017/2020/2021), BTC ended the year well above its August closing price.
#BTC #行情分析 #cryptomarket