$BTC This time, even the 80,000 integer level couldn’t be held—prices directly slid to the 77,632 USD area, down 2.62% over 24 hours. The Fed’s hawkish remarks Friday night pushed the probability of a September rate hike from 30% straight to 50%. The U.S. dollar index surged to 99.68, and the 10-year Treasury yield rose to 4.722%—both lines are calling for tight policy.
The two major offshore USD stablecoins, however, didn’t panic. Tether (USDT) added 183 billion, along with 74 billion compliant USD stablecoins, totaling 257 billion USD—offshore ammunition is thick enough. But the BTC ETF channel flipped overnight from +179 million to -127 million; institutions pulled back for now.
The greed index is still at 68, and sentiment hasn’t caught up with the pullback in price. This time the integer level was breached. The 80,000 retracement will first try to keep 77,000 intact; if that breaks, the next stop is around the 75,000 area to find footing.
#沃什鹰派推美元 #加息概率重估 #Macro
The two major offshore USD stablecoins, however, didn’t panic. Tether (USDT) added 183 billion, along with 74 billion compliant USD stablecoins, totaling 257 billion USD—offshore ammunition is thick enough. But the BTC ETF channel flipped overnight from +179 million to -127 million; institutions pulled back for now.
The greed index is still at 68, and sentiment hasn’t caught up with the pullback in price. This time the integer level was breached. The 80,000 retracement will first try to keep 77,000 intact; if that breaks, the next stop is around the 75,000 area to find footing.
#沃什鹰派推美元 #加息概率重估 #Macro

