Crypto_Xincheng

This week's Bitcoin and Ethereum spot ETFs: chaotic at first, then aligned, with Thursday delivering the decisive blow.
BTC saw $217 million flow back on Monday, then gave up $237 million on Tuesday; ETH, meanwhile, extended its winning streak to 12 consecutive days. On Wednesday, $101 million flowed back into Bitcoin, while ETH's winning streak ended with $48 million in outflows. Thursday changed everything—BTC attracted $731 million in a single day, its largest inflow since mid-January and the third-largest this year; ETH also saw $141 million in inflows. The two markets combined for approxi

Bitcoin surged sharply last night
Starting from around $77.3k, it reached as high as approximately $82.2k and reclaimed the $81k level, gaining about 5% on the day. This marks the first time since May that it has climbed back above $81k.
The drivers were straightforward: Fed officials signaled support for holding rates steady, cooling rate-hike expectations; spot ETFs saw approximately $100 million in inflows the previous day, and risk appetite rebounded. ETH and SOL also gained around 5%, while the total crypto market capitalization rose in tandem.
It pulled back slightly to around $80.8k thi

BTC’s rebound this time reached the weekly resistance level at 82300, so the current position constitutes a daily-level departure leg.
As long as 82300 fails to hold firmly, attention should be paid to the risk of a daily-level correction.

September 4 BTC ETH Market Analysis
BTC
Yesterday, I told everyone that there would be a rebound at the one-hour level. When we looked at the market this morning, it had rebounded as expected, with Bitcoin rising to around 82,300 before pulling back. The 82,300 level is also a resistance level on the weekly timeframe. Only by holding above this level can we look for a larger-scale rebound.
The market will definitely see major volatility today because tonight we will get the nonfarm payrolls data. The market has already rebounded in advance. From the daily timeframe, we need to note that this m

An analyst has issued a warning that Bitcoin could fall back to $50,000 this autumn, as rate-hike expectations combined with the stalled Clarity Act create dual pressure on the market!
First, U.S. inflation remains relatively resilient, causing rate-hike expectations to resurface. A high-interest-rate environment will continue to suppress risk-asset valuations.
Second, the highly anticipated Clarity crypto bill has reached an impasse. With a procedural vote scheduled for September 15, its probability of passing this year has fallen below 20%. Regulatory expectations have fallen short, slowing

September 3 BTC and ETH Market Analysis
BTC
The market has not yet broken out of the consolidation range, but changes are beginning to emerge on the daily timeframe. The MACD has formed a death cross at a high level, so the candlesticks currently need to be repaired through gradual consolidation, dragging the MACD closer to the zero axis before making another upward move.
On the intraday one-hour chart, there will be a rebound. The key level to watch is 79000—can it hold above this level? If not, it will continue consolidating within the 76000–79000 range.
ETH
Ethereum is moving roughly in lin

The USD/CNY exchange rate has fallen steadily since April 2025, from 7.35 to the current 6.71.
The USD/CNY exchange rate continues to decline, essentially reflecting the relative appreciation of the RMB, with the rate now around 6.72. This reflects both a weaker dollar due to the expansion of U.S. Treasury debt, policy expectations, and capital diversion, as well as the effects of China’s exports, foreign-exchange settlement, and policy support. It is not a collapse of the dollar, but a shift in relative strength.
This is broadly positive for the crypto market, but does not mean an immediate s

The market has almost fully priced in a Bank of Japan rate hike on September 18. Overnight index swap pricing shows that the probability of a rate hike at the September 18 meeting is approximately 97%–98%, with the policy rate highly likely to rise from the current 1.0% to 1.25%. This would mark another tightening following the June rate hike to a 31-year high. Meanwhile, Japan’s 10-year government bond yield recently briefly broke above 3%, hitting its highest level since 1996, indicating that the bond market has already begun pricing in continued normalization.
The Federal Reserve’s next rat

ETH has already reached the lower end of the range at 2380, in line with our expectations
The current 4-hour bearish move is not over yet. Simply put, if support forms at 2380 and a rebound begins, ETH will still come back down if the rebound fails to break through and hold above 2425. The support on the way down is around 2230.

FeaturedSeptember 2 ETH Market Analysis
Yesterday, I mentioned that the market still needed to move downward.
The current market is still following yesterday’s outlook and has now reached the lower boundary of the range, where Zhendan is occurring. Today, pay close attention to whether 2370 can hold. If it can, the focus will remain on broad-range Zhendan.
From the 4-hour chart, pay attention to the risk of price wicks. The wick range is 2305-2250.
In summary, this level is still expected to see Zhendan move downward.

September 2 Web3 and Crypto Latest News💫
1. Bitcoin is fluctuating around $77k, rising nearly 25% in August, while facing seasonal factors and rate-hike expectations in September.

2. The U.S. Senate will hold a procedural vote on the CLARITY Act.
3. Hyperliquid will unlock approximately $800 million worth of HYPE on September 6.
4. Singapore plans to bring certain offshore stablecoins under regulatory oversight.
5. Polymarket is seeking a $21 billion valuation and plans to raise $1 billion.
6. U.S. spot Bitcoin ETFs recorded approximately $217 million in net inflows in a single da

This oil rally is not driven by a sudden surge in demand, but by supply risks being repriced once again.
After a month of calm, the U.S.-Iran conflict has flared up again: the U.S. military struck a rocket site on Larak Island, Iran retaliated, and Trump vowed to “hit them hard.” Vessel traffic through the Strait of Hormuz has plunged, putting roughly one-fifth of global seaborne oil shipments under renewed pressure.
The conflict has lasted more than six months. Some Middle Eastern production capacity has been damaged and is difficult to restore, global inventories have been drained, and U.S.

September 1 BTC and ETH Technical Market Analysis
$BTC
Weekly: After the weekly close, bulls launched an upward assault to 79000, while bears pressed downward. The market is oscillating around the highs and is about to shift.
Daily: The market is oscillating below 79000. Watch whether MACD can form a death cross at high levels. If it continues oscillating above 79000, beware of pullback risks.
4-hour: Rebound momentum is weakening; beware of pullback risks.
Summary: Beware of pullback risks. Support below: 76000-73000
$ETH
Weekly: It is about to face resistance at the MACD zero line, and the

As of August 30, 2026
Bitcoin’s largest treasury company, Strategy (MicroStrategy, MSTR), holds 845,050 BTC (total cost of approximately $63.7B, average price of $75,412)
Ethereum’s largest treasury company, Bitmine (BMNR), holds 5,901,112 ETH (total cost of approximately $19.7B, average price of approximately $3,343)
Last week (8/24–8/30): Strategy net bought 4,603 BTC / approximately $370 million, while Bitmine net bought 53,501 ETH / approximately $131–134 million.

BTC remains in the high-level consolidation range of 76000–80500. Judging from the weekly close, there is considerable divergence between bulls and bears at the current level.
The focus going forward should remain on the 4h and daily charts, especially the price action around the 4h consolidation area. There are two possibilities:
1. If it continues to consolidate without holding above 79000 and remains around the lower end of the range, watch for an accelerated decline;
2. If it holds above 79000 and consolidates above that level, watch for another push higher.

Why did Bitcoin plunge yesterday? 📉
Simply put, two major pieces of news hit the market at the same time:
$6.4 billion in options expired
Around 81,700 BTC options on Deribit expired in a concentrated event, accounting for nearly 20% of the platform’s open interest. The maximum pain point was at $68,000-$70k, with positions heavily concentrated near the current price. Market-maker hedging and position rolling amplified short-term volatility.
Waller’s Jackson Hole speech was hawkish
New Fed Chair Kevin Waller made it clear:
“The 2% inflation target is firm and fixed”
Inflation will not

Fed Chair Kevin Warsh has just delivered his first keynote speech since taking office at Jackson Hole
The core content was hawkish, with the main points as follows:
The 2% inflation target is non-negotiable: He explicitly stated that “the Fed’s 2% price stability target, as measured by PCE, is firm and fixed.”
Inflation remains too high, with no clear improvement in its trend: Although this summer’s PCE and CPI data were better than expected, “that does not indicate that the underlying trend has meaningfully improved.”
Financial conditions are not tight: “Overall, I find it difficult to descri