Over the past 24 hours, the global crypto market continued its strong rebound. Bitcoin briefly broke above $81,000 intraday, reclaiming the $80k level for the first time since May, and is currently trading around $79,000–$80,500, up approximately 3%–4.6% over 24 hours; Ethereum rose in tandem, nearing $2,533 and gaining nearly 3% over 24 hours, with its seven-day gain averaging over 30%.

On the macro front, U.S. Treasury Secretary Bessent signaled increased buybacks of long-term debt to lower long-end yields. A weaker dollar and improved liquidity expectations, combined with Trump’s push for crypto legislation and approximately $2.6 billion in weekly net inflows into U.S. spot BTC/ETH ETFs, made returning institutional capital the core catalyst. The leverage situation, however, was extremely severe: Coinglass showed that over 94k people were liquidated globally over the past 24 hours, totaling approximately $635 million, with short positions suffering a brutal squeeze.

Geopolitically, new U.S. sanctions against Iran included digital assets within the scope of secondary sanctions, benefiting compliant exchanges while tightening gray-market stablecoin channels; South Korea’s Digital Asset Basic Act and Pakistan’s crypto licensing initiatives are advancing, highlighting significant regulatory divergence. In the short term, BTC faces resistance at $80k–$82k, while the Fear and Greed Index has surged into “Extreme Greed”; traders chasing the rally should beware of a pullback to $76k–$77k. #BTC突破81000美元 $ETH