BTC is back around $77000.

As of this afternoon, BTC has been trading in a tight range around $77,000. The pullback isn’t particularly large, but what’s truly troubling now is the macro picture.

The U.S. August PPI rose 5.4% year over year, higher than July’s 4.8%. Even after excluding food, energy, and trade services, it still rose 4.7% year over year.

Meanwhile, Brent crude oil briefly surged to around $108. With oil prices staying elevated, transportation and production cost pressures are starting to move higher again. Whether the Federal Reserve will raise rates next week has returned as a question the market needs to seriously consider.

So tonight’s U.S. CPI at 20:30 is crucial.

What the market is most worried about is that this chain of events could re-form:

Oil prices rise → inflation rebounds → the Fed keeps tightening → U.S. Treasury yields and the dollar strengthen → BTC and tech stocks face pressure.

Tonight:

If the CPI comes in below expectations, BTC can reclaim above $78,000 and short-term pressure will ease.

If the CPI remains too hot and BTC effectively breaks below $76,000, then be careful—macro pressure could continue transmitting lower.

Let’s see how the market plays out.
#沙特原油产量创1990年来新低