📉 Depth | $BTC breaks below 77,000, with the root of selling pressure not in crypto itself
CoinDesk data: In the past 24 hours, 95 out of the CoinDesk 100 tokens fell, $BTC is down more than 5% on the week, and $ZEC led the declines. The key is the macro chain: the Middle East conflict is pushing up oil prices; WTI broke through $104, Brent is approaching $110, and the average U.S. diesel price hit a record high—above $6 per gallon for the first time. Inflation expectations are reigniting, and traders have started betting on a Fed rate hike next week rather than a cut. Tonight at 20:30, the August CPI is the crucial variable—PPI is already running hot. If CPI rises in sync, risk assets may face a second shock.
But structural capital hasn’t left: Oracle added over $30 billion in new Q1 AI cloud contracts, and RPO surged to $664 billion—keeping the AI compute narrative firmly intact. Separately, a U.S. bank completed a cross–North America to Europe stablecoin pilot based on Stellar ($XLM ), and institutions are adopting a strategy of continued rollout. Macro fear repricing and industrial narrative growth coexist—this is precisely what a typical bottom zone looks like.
Keep your position size under control, watch the CPI closely, and don’t hand over cheap shares in the middle of panic.
NFA | DYOR
#比特币 #美联储 #CPI #稳定币 #Crypto market
CoinDesk data: In the past 24 hours, 95 out of the CoinDesk 100 tokens fell, $BTC is down more than 5% on the week, and $ZEC led the declines. The key is the macro chain: the Middle East conflict is pushing up oil prices; WTI broke through $104, Brent is approaching $110, and the average U.S. diesel price hit a record high—above $6 per gallon for the first time. Inflation expectations are reigniting, and traders have started betting on a Fed rate hike next week rather than a cut. Tonight at 20:30, the August CPI is the crucial variable—PPI is already running hot. If CPI rises in sync, risk assets may face a second shock.
But structural capital hasn’t left: Oracle added over $30 billion in new Q1 AI cloud contracts, and RPO surged to $664 billion—keeping the AI compute narrative firmly intact. Separately, a U.S. bank completed a cross–North America to Europe stablecoin pilot based on Stellar ($XLM ), and institutions are adopting a strategy of continued rollout. Macro fear repricing and industrial narrative growth coexist—this is precisely what a typical bottom zone looks like.
Keep your position size under control, watch the CPI closely, and don’t hand over cheap shares in the middle of panic.
NFA | DYOR
#比特币 #美联储 #CPI #稳定币 #Crypto market