🔴 Short-term consolidation under pressure | 2026.08.29
📰 Key highlights:
• After Fed Chair Worsh Jackson Hole speech, the market plunged; BTC dropped from $81K and fell below $77K, while ETH fell to $2,443, with a 24h decline of over 3%
• The conflict between the U.S. and Iran has lasted half a year; despite the Strait of Hormuz reopening, navigation remains below 10% of pre-war levels. Brent crude stays around $88; global inflation pressure has not eased
• HyENA (a perpetual contract platform on Hyperliquid that uses USDe as margin) announced a shutdown. Operations will be gradually taken offline from 8/31 to 9/2. Ethena plans to expand its arbitrage strategy to stock perpetual contracts
📊 Market signals:
• BTC ETFs have seen net inflows for 9 consecutive days; cumulative inflows in August exceed $3 billion. ETH ETFs recorded $235 million in daily inflows, with institutional buying not slowing
• Gold surged 14% in August, and BTC is up over 20% since 8/19. The “trading on USD depreciation” theme has reignited. Over the past 5 days, gold + BTC ETF together attracted $7 billion
• After a period of silence, the Lazarus Group transferred 244 BTC (about $19.42 million). Watch whether this moves into exchanges, creating sell-pressure
💡 Viewpoint:
Worsh’s remarks were hawkish, combined with the ongoing Iran deadlock, making near-term pullback pressure明显. But ETF capital continues pouring in, and the “scarce assets” narrative as U.S. Treasuries approach $40 trillion has not broken. The $75K–$77K range may become a key support zone—watch whether prices can stabilize there.
#BTC #ETH #行情分析
📰 Key highlights:
• After Fed Chair Worsh Jackson Hole speech, the market plunged; BTC dropped from $81K and fell below $77K, while ETH fell to $2,443, with a 24h decline of over 3%
• The conflict between the U.S. and Iran has lasted half a year; despite the Strait of Hormuz reopening, navigation remains below 10% of pre-war levels. Brent crude stays around $88; global inflation pressure has not eased
• HyENA (a perpetual contract platform on Hyperliquid that uses USDe as margin) announced a shutdown. Operations will be gradually taken offline from 8/31 to 9/2. Ethena plans to expand its arbitrage strategy to stock perpetual contracts
📊 Market signals:
• BTC ETFs have seen net inflows for 9 consecutive days; cumulative inflows in August exceed $3 billion. ETH ETFs recorded $235 million in daily inflows, with institutional buying not slowing
• Gold surged 14% in August, and BTC is up over 20% since 8/19. The “trading on USD depreciation” theme has reignited. Over the past 5 days, gold + BTC ETF together attracted $7 billion
• After a period of silence, the Lazarus Group transferred 244 BTC (about $19.42 million). Watch whether this moves into exchanges, creating sell-pressure
💡 Viewpoint:
Worsh’s remarks were hawkish, combined with the ongoing Iran deadlock, making near-term pullback pressure明显. But ETF capital continues pouring in, and the “scarce assets” narrative as U.S. Treasuries approach $40 trillion has not broken. The $75K–$77K range may become a key support zone—watch whether prices can stabilize there.
#BTC #ETH #行情分析