🔥 After the rate hike is implemented $BTC Bitcoin: In consolidation, institutional positioning hides opportunities 📊$ETH $ZEC
The Fed delivered a 25-basis-point rate hike in September, raising the target range to 3.75%-4.00%, the first rate hike since 2023. There was no crash-like selloff on the chart; Bitcoin has been oscillating within the $75,000–$76,500 range 📈.
● From institutional positioning data 📑
Before the rate hike was implemented, the market had already priced in the hawkish outlook.
In the short term, spot BTC ETFs saw approximately $746 million in net outflows—near-term funds chose to flee to safety;
but on-chain “whale” capital countered the trend by accumulating. Large addresses have continued to absorb the coins, with Morgan Stanley’s BTC holdings breaking above 8,000 BTC, worth over $600 million.
In the derivatives market, many short positions were closed and exited. Open interest remains high, and the battle between bulls and bears has heated up.
● Institutional views are clearly polarized ⚖️
One group of investment banks continues to highlight risks: the dot plot shows most officials still anticipate the possibility of another hike within the year. Persistent high rates would suppress the valuation of risk assets. $75,000 is a key support—once it breaks, price could probe lower.
Another group of crypto research firms is more optimistic: the negative impact of the rate hike has basically been price-in already, and the correlation between BTC and U.S. stocks is weakening. Regulatory bills are still advancing alongside long-term institutional allocation demand, which could form bottom support. Once macro expectations turn, the market could see a rebound and repair. #Arkham称贝莱德20天买入15亿美元ETH #FCA突查伦敦三处非法加密交易点 #萨尔瓦多政府持仓增至7777枚BTC
The Fed delivered a 25-basis-point rate hike in September, raising the target range to 3.75%-4.00%, the first rate hike since 2023. There was no crash-like selloff on the chart; Bitcoin has been oscillating within the $75,000–$76,500 range 📈.
● From institutional positioning data 📑
Before the rate hike was implemented, the market had already priced in the hawkish outlook.
In the short term, spot BTC ETFs saw approximately $746 million in net outflows—near-term funds chose to flee to safety;
but on-chain “whale” capital countered the trend by accumulating. Large addresses have continued to absorb the coins, with Morgan Stanley’s BTC holdings breaking above 8,000 BTC, worth over $600 million.
In the derivatives market, many short positions were closed and exited. Open interest remains high, and the battle between bulls and bears has heated up.
● Institutional views are clearly polarized ⚖️
One group of investment banks continues to highlight risks: the dot plot shows most officials still anticipate the possibility of another hike within the year. Persistent high rates would suppress the valuation of risk assets. $75,000 is a key support—once it breaks, price could probe lower.
Another group of crypto research firms is more optimistic: the negative impact of the rate hike has basically been price-in already, and the correlation between BTC and U.S. stocks is weakening. Regulatory bills are still advancing alongside long-term institutional allocation demand, which could form bottom support. Once macro expectations turn, the market could see a rebound and repair. #Arkham称贝莱德20天买入15亿美元ETH #FCA突查伦敦三处非法加密交易点 #萨尔瓦多政府持仓增至7777枚BTC
