#比特币突破8万美元大关
Bitcoin retraced back to 80,000. This level corresponds to four different price points for four separate batches of funds.
▪️ Short-term holder cost 71,300 — already in profit
▪️ Active cohort average cost 76,660 — just regained it this week
▪️ Corporate treasury cost 80,421 — just turned green
▪️ Spot ETF cost 85,638 — still 5% away
The 80,000 zone only lets the third tier reach break-even. This line was first broken in January; the tests in May and in September (on the 3rd day) both failed twice. This time is the third time it has flipped above—and the batch that just returned to breakeven is precisely the most constrained group: adding more requires an announcement, and cutting position requires an explanation.
What’s really blocking it isn’t 80,000, but 82,000. The September high is 82,278. Since August 25, it has been tested unsuccessfully four times—now it’s the fifth attempt. Above that, the 83,000–86,000 range is pressing down about 1.07 million coins’ worth of cost; that’s also the liquidation overhang stacked by the shorts over the past few weeks.
This move is still an uptrend on shrinking volume: the trading volume on 9/19 was only about 70% of the 20-day average. Price made a new high for September, but volume didn’t catch up.
Watch three things:
① A daily close at 82,000 or above—only standing above counts as clearing the top of the box
② Whether the ETF net amount can stay positive for two consecutive weeks: on 9/17 and 9/18, net inflows were 592 million, while the first two days saw withdrawals of 746 million
③ Whether the corporate treasury address makes transfers near 80,500
Will you add above 80,000, or wait for it to close and clear 82,000 first?
$BTC
Bitcoin retraced back to 80,000. This level corresponds to four different price points for four separate batches of funds.
▪️ Short-term holder cost 71,300 — already in profit
▪️ Active cohort average cost 76,660 — just regained it this week
▪️ Corporate treasury cost 80,421 — just turned green
▪️ Spot ETF cost 85,638 — still 5% away
The 80,000 zone only lets the third tier reach break-even. This line was first broken in January; the tests in May and in September (on the 3rd day) both failed twice. This time is the third time it has flipped above—and the batch that just returned to breakeven is precisely the most constrained group: adding more requires an announcement, and cutting position requires an explanation.
What’s really blocking it isn’t 80,000, but 82,000. The September high is 82,278. Since August 25, it has been tested unsuccessfully four times—now it’s the fifth attempt. Above that, the 83,000–86,000 range is pressing down about 1.07 million coins’ worth of cost; that’s also the liquidation overhang stacked by the shorts over the past few weeks.
This move is still an uptrend on shrinking volume: the trading volume on 9/19 was only about 70% of the 20-day average. Price made a new high for September, but volume didn’t catch up.
Watch three things:
① A daily close at 82,000 or above—only standing above counts as clearing the top of the box
② Whether the ETF net amount can stay positive for two consecutive weeks: on 9/17 and 9/18, net inflows were 592 million, while the first two days saw withdrawals of 746 million
③ Whether the corporate treasury address makes transfers near 80,500
Will you add above 80,000, or wait for it to close and clear 82,000 first?
$BTC
