#比特币跌破8.1万美元
190,000 liquidated overnight as Bitcoin falls below $81,000—yet Wall Street raises its target to $109,000 🦖
📣 盘面异动群里喊
This Friday, Bitcoin briefly fell to $81,000, its lowest level since September 21. Just four days earlier, it was hovering around $87,000. It has lost more than 8% in a week.
Ethereum and XRP each fell about 6% in a day, while Solana dropped around 9% 💥
Two factors lit the fuse for this sell-off.
One was oil. U.S. media reported that tensions between the U.S. and Iran had escalated again. Brent crude surged to $105.88 a barrel, while West Texas Intermediate hit $93.20—both near recent highs.
The other was interest rates. The yield on 30-year U.S. Treasuries touched 5.73%, a 24-year high, as money moved out of risk assets and into bonds.
What really rattled crypto markets was the Fed’s language. Governor Waller said publicly that if the data continue to meet expectations, he expects further rate hikes will be needed. They don’t have to come at consecutive meetings, he said, but they should happen within the appropriate window 📉
CME Group data show that the market’s implied probability of a 0.25-percentage-point rate hike in December surged past 70% overnight. For the October 27–28 policy meeting, however, the prevailing expectation is still that the Fed will hold rates steady at 3.75%–4.00%.
When prices fall, leveraged positions take the hit. According to Chinese-language breaking-news reports, more than 190,000 traders were forcibly liquidated in 24 hours, the vast majority of them holding long positions.
Crypto data platform CoinGlass shows that when Bitcoin fell below $82,000, cross-market liquidations of long positions totaled around $430 million. This wasn’t just a minor shakeout among retail traders—it was a concentrated flush of leverage ⚠️
Interestingly, the further prices fall, the more optimistic the sellers seem to be.
Investment bank TD Cowen didn’t cut its forecast. Instead, it raised its Bitcoin price target for the end of 2026 to $109,000 and projected $280,000 by 2029.
A State Street survey of 300 asset managers also found that around 51% of respondents believe digital assets will go mainstream within five years, up from just 11% in 2024. Institutions’ average allocation has already reached 11%.
My take is simple: this time, it’s not the story that’s falling—it’s the positions.
Bitcoin is now trading at around $82,056, having bounced back from the $81,000 level. That suggests buyers are stepping in at lower prices. But what’s really weighing on it isn’t the Middle East—it’s interest-rate expectations. As long as the odds of a December hike don’t come down, every bounce will run into selling pressure. On the other hand, if next week’s inflation data come in below expectations and rate-hike fears ease, Ethereum and Solana—the hardest-hit assets—could also have the biggest rebounds. The key isn’t how much prices fall today, but what the inflation data show.
Do you think this is a buying opportunity, or just another leg down? Share your thoughts in the comments.
Tap the profile picture to watch the livestream.
Every day, I bring you the latest on Bitcoin and the Fed—not just what’s happening, but the logic and opportunities behind it 👀🚀
190,000 liquidated overnight as Bitcoin falls below $81,000—yet Wall Street raises its target to $109,000 🦖
📣 盘面异动群里喊
This Friday, Bitcoin briefly fell to $81,000, its lowest level since September 21. Just four days earlier, it was hovering around $87,000. It has lost more than 8% in a week.
Ethereum and XRP each fell about 6% in a day, while Solana dropped around 9% 💥
Two factors lit the fuse for this sell-off.
One was oil. U.S. media reported that tensions between the U.S. and Iran had escalated again. Brent crude surged to $105.88 a barrel, while West Texas Intermediate hit $93.20—both near recent highs.
The other was interest rates. The yield on 30-year U.S. Treasuries touched 5.73%, a 24-year high, as money moved out of risk assets and into bonds.
What really rattled crypto markets was the Fed’s language. Governor Waller said publicly that if the data continue to meet expectations, he expects further rate hikes will be needed. They don’t have to come at consecutive meetings, he said, but they should happen within the appropriate window 📉
CME Group data show that the market’s implied probability of a 0.25-percentage-point rate hike in December surged past 70% overnight. For the October 27–28 policy meeting, however, the prevailing expectation is still that the Fed will hold rates steady at 3.75%–4.00%.
When prices fall, leveraged positions take the hit. According to Chinese-language breaking-news reports, more than 190,000 traders were forcibly liquidated in 24 hours, the vast majority of them holding long positions.
Crypto data platform CoinGlass shows that when Bitcoin fell below $82,000, cross-market liquidations of long positions totaled around $430 million. This wasn’t just a minor shakeout among retail traders—it was a concentrated flush of leverage ⚠️
Interestingly, the further prices fall, the more optimistic the sellers seem to be.
Investment bank TD Cowen didn’t cut its forecast. Instead, it raised its Bitcoin price target for the end of 2026 to $109,000 and projected $280,000 by 2029.
A State Street survey of 300 asset managers also found that around 51% of respondents believe digital assets will go mainstream within five years, up from just 11% in 2024. Institutions’ average allocation has already reached 11%.
My take is simple: this time, it’s not the story that’s falling—it’s the positions.
Bitcoin is now trading at around $82,056, having bounced back from the $81,000 level. That suggests buyers are stepping in at lower prices. But what’s really weighing on it isn’t the Middle East—it’s interest-rate expectations. As long as the odds of a December hike don’t come down, every bounce will run into selling pressure. On the other hand, if next week’s inflation data come in below expectations and rate-hike fears ease, Ethereum and Solana—the hardest-hit assets—could also have the biggest rebounds. The key isn’t how much prices fall today, but what the inflation data show.
Do you think this is a buying opportunity, or just another leg down? Share your thoughts in the comments.
Tap the profile picture to watch the livestream.
Every day, I bring you the latest on Bitcoin and the Fed—not just what’s happening, but the logic and opportunities behind it 👀🚀