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The CLARITY vote failed to reach 60 votes. After policy expectations fell short, BTC briefly dropped to around $75,000, while long liquidations exceeded $500 million over the past 24 hours.
But the most important thing now is not emotion-driven bearishness, but verifying whether $75K can establish genuine support after the policy downside has been released. Holding $75K would only temporarily halt the decline; reclaiming $76.7K would mark an initial recovery, while breaking above $77.2K would significantly reduce the risk of a second test lower.
Retail sales tonight and the Fed’s rate decision

| Crypto Market Daily
Policy expectations and interest rate pressures are intertwined, bringing the market to a critical validation window. Whether CLARITY can advance, how the Federal Reserve guides future rates, and whether ETF funds can continue flowing back will all affect the sustainability of this rebound. After BTC surged, the key focus is whether it can hold critical levels; ETH, BNB, and SOL need to be assessed alongside their respective fund flows and price performance. Today’s poster reviews the macro environment, policy, fund flows, and key levels for the four major coins, offering

The crypto market is entering a pivotal week: the Fed’s rate decision and procedural milestones for the CLARITY Act are arriving one after another, while high oil prices and expectations of further rate hikes continue to test market support. Capital flows are diverging, with BTC ETF outflows narrowing significantly and ETH seeing relatively strong net inflows, but a broad-based strengthening still requires confirmation from both price action and sustained buying. For BTC, watch the 77.2K support level and whether 77.8K–78.5K can be effectively reclaimed. This week, attention should be paid not

After CPI: How Could Rate-Hike Risks Affect U.S. Stocks and Crypto?
Core inflation rose more than expected month over month, bringing renewed attention to the risk that high interest rates could persist for longer. In the short term, the market will need to digest pressure on valuations and liquidity; in the long term, it will still depend on whether inflation can fall and whether corporate earnings and funding demand can support prices.
Rising rate-hike expectations do not necessarily mean prices will fall on the day a hike is implemented. What truly affects the market is the gap between actu

Focus on U.S. CPI tonight
At 20:30 tonight, the U.S. August CPI will be released, bringing an important test for the crypto market. Whether inflation can cool will affect the market’s assessment of the Federal Reserve’s rate path and is also key to gauging whether BTC can stop falling and recover.
Focus on how the data changes relative to expectations, as well as the combined reaction of the U.S. dollar, Treasury yields, and BTC after the release. Whether the market can sustain its move after the initial rise or fall is more worth watching.

Crypto Watch Today | BTC Pulls Back to 78K, Retesting Support
As of this morning's daily report, BTC has returned to around $78k, while ETH, BNB, and SOL have also declined. The latest complete ETF data is weak, stablecoin supply continues to grow, and the divergence between capital flows and prices has not disappeared.
Key levels to watch next: whether around 77.7K can attract support, and whether 78.5K can be reclaimed and held. Once the recovery is confirmed, attention will turn to resistance at 79.2K–79.7K; if support continues to fail, a deeper pullback will need to be monitored.
Tonight'

BTC surged to 80.5K before pulling back, and 79.2K has already been lost. 78.8K–78.5K has become the most critical swing-trading support zone today. The current decline is accompanied by falling OI, looking more like active deleveraging for now rather than a full-scale liquidation cascade; however, with oil prices rising above $97 and U.S. Treasury yields remaining elevated, the direction of funds after ETFs resume trading tonight will determine whether this pullback is a retest or a failed breakout.
If 78.5K holds and 79.2K is reclaimed, the structure still has a chance to recover; a confirme

U.S. stocks reopen today: Nonfarm payrolls reinforce rate-hike expectations—can chip stocks withstand pressure from oil prices and high interest rates?

Compared with September 3, the trend has clearly strengthened: 78.5K has been confirmed, 79.5K has been reclaimed, and ETF and stablecoin inflows have also improved significantly. The question is no longer whether a rebound exists, but whether 79.2K–79.5K can become support over the weekend and whether 80.5K can truly be secured in a low-volume environment. $BTC $ETH

The September 3 rebound in U.S. stocks was not an ordinary one, but a strong recovery jointly driven by expectations that the Federal Reserve will pause rate hikes, a broad-based rise in the Mag7, and AI software earnings coming to fruition (important note)
Tonight at 20:30, the U.S. nonfarm payrolls report will be released$NVDA $AVGO

$BTC $ETH

Next week’s crypto market’s real mainline isn’t the weekend bounce, but the capital choice after the FOMC, GDP/PCE, and the end-of-month options settlement. For BTC, holding 64K just means it hasn’t turned bad—only when it reclaims 66.8K can the rebound be confirmed. Before the answer arrives, make fewer predictions and wait more, letting the market figure out the direction for itself.

$9.5 trillion, a five-year cycle, 5GW AI data centers. This time, Korean semiconductors aren’t telling a story on emotion—they’re embedding storage, foundry, and compute demand into a long-term cooperation framework. Next week, the market may need to reprice. $NVDA $SKHYV

The BTC ETF has ended its streak of net inflows, and the total stablecoin supply is contracting in parallel. The FOMC has also once again entered the countdown. Between the 64K support and confirmation at 66.8K, today’s most important thing for the crypto market is not rushing to bet on a direction, but waiting for capital and price to give the same answer.

Today's core judgment: The US CPI (16:30 Beijing time) is the biggest variable today, with BTC waiting for direction in the $80,280–$82,479 range. Before the CPI release, it is recommended to keep positions at ≤30%, and wait for the data to confirm before acting.