#比特币24小时跌3.4%至7.74万美元
Just as I’d finished yelling, I got slapped back!?
Brothers, BTC is down 3.4% in 24 hours, straight down to $77,400. Three days ago we were partying above $81,000, and now even $77,000 can’t be held. This isn’t a pullback—this is a roller-coaster dive!
Do you know who lit the fuse? Fed Chair Powell!
At the Jackson Hole summit, he said, “Inflation is still too high; we can’t rule out renewed rate hikes.” Market expectations for a September hike jumped from 35% straight to 60%. The moment the hawks open their mouths, risk assets all kneel.
U.S. Treasury yields are soaring and the dollar is strengthening. Anything propped up by liquidity—like Bitcoin—is the first to get pinned to the ground and rubbed.
But the worst part is the leverage traders!
In the past 24 hours, over 96,000 people worldwide were liquidated, totaling about $470 million. Long liquidations make up more than 70%. And this is only the start—according to Coinglass, if BTC drops further below $76,000, the potential forced liquidation size for longs is about $800 million. $800 million worth of long positions are piled up under $76,000—who dares to catch that falling knife?
More surreal still: just a week ago, the ETF was still going crazy buying!
Spot Bitcoin ETFs have seen net inflows for 8 straight trading days, accumulating roughly $2.8 billion. BlackRock led the charge, and the U.S. Treasury even doubled the scale of its liquidity-supported buyback. BTC surged 25% in 10 days—institutions, retail, and leveraged players all pushed it up to $81,000. Then Powell said one sentence, and in three days it gave back more than half of the gains.
I know this script too well—“The faster it rips up, the harsher the liquidation.”
For short-term holders who chased higher this round? They’re all in losses now. Even worse, Motte Capital warned that the U.S. Treasury’s settlement operations might pull about $150 billion worth of liquidity from the market. Since BTC is a liquidity-leading indicator, it could keep falling. If $77,000 can’t be held, then comes $75,000 and $74,000.
My stance: I’ll hold spot and not move—but chasing higher? No way.
Anyone who chased in at $81,000—good luck to you. And those who “bottom-picked” at $77,000 shouldn’t think they’re smart either. Below $76,000 there’s still a $800 million bomb waiting to go off. Is this a bull trap turning back up, or a trend reversal? Nobody knows. But one thing I do know: Powell’s mouth is harsher than any candlestick.
Brothers, do you think this is a golden pit or a death trap? Comment and debate in the section below!
#BTC走势分析