
匿光|Arcana
5年加密货币交易经验,长期持有OKB BTC,单币A7持有者,meme黑马猎手,区块链上信息搜寻者,对该行业长期看好,未来依旧是普通人最好的翻身机会。
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A wave of cryptocurrency market updates
Not investment advice!
– After the Treasury expanded its buyback program and the U.S. Securities and Exchange Commission proposed new cryptocurrency issuance proposals, Bitcoin and Ethereum recorded their largest gains since March
– Trump met with executives from Coinbase, Ripple, Robinhood, Kraken, Gemini, and Chainlink, stating that the government has discussed accumulating a "large amount" of Bitcoin
– Trump said that CFTC Chairman Mike Selig is working to allow Hyperliquid (HYPE) to enter the U.S. market in full compliance, leading to a significant rise in HYPE
– Grayscale submitted another amended filing for its Zcash trust, and reportedly DCG is negotiating a $200,000 ZEC investment, causing Zcash (ZEC) prices to rise
– Chainlink (LINK) rose due to a 344% surge in whale trading volume and continued accumulation by large holders
– HSBC and Standard Chartered completed the first real-time transaction on the Swift blockchain ledger through a tokenized deposit system
– Injective became a transfer agent registered with the U.S. Securities and Exchange Commission, further advancing tokenization efforts

We're back in that classic cycle—you know the drill.
$BTC suddenly surges, strong market volatility, everyone's eyes glued to the charts. The higher it goes, the more people panic-sell their altcoins chasing momentum. So your altcoins start to "bleed" in $BTC terms, even if the USD price doesn't seem to drop.
Then $BTC hits a wall—a key resistance on a higher time frame—and then... it starts to consolidate. That's when altcoins wake up. They temporarily outperform, and everyone feels smart again.
Then what? The whole process repeats. Bitcoin rises, altcoins get dumped; Bitcoin pauses, altcoins rally. Repeat, and repeat.
It's like watching the same movie on loop, but somehow, we keep buying tickets.
Two days ago, everyone was saying: there's no liquidity in the crypto space, all the money has gone to the US stock market. There's no money in the market, how could Bitcoin possibly rise?
But I have been emphasizing: in August, there will first be a spike, around 70,000, maybe 72,000. How do I judge this? The market needs to go against human nature. Everyone is waiting for the last dip, so the market will most likely spike first, squeezing out most of the shorts, creating a bull market illusion. Then everyone will say: the bull market is here, let's go, and then there will be a rapid drop. After squeezing out the longs, there will be a rapid rally. I never believe that a lack of liquidity means a drop, because liquidity can flow back instantly. Price is related to sentiment and the market maker's contrarian moves. Liquidity is what the market maker wants everyone to see. In the previous phase, AI and storage were booming, everyone went to US stocks, and the liquidity everyone talked about was gone. What happened? A 50% crash in a month.
Now carefully consider this question: isn't the lack of liquidity actually the best entry point? Should trading go against human nature? Everyone thinks liquidity is gone, so they start waiting or selling. Then who buys it? Who benefits from a sudden explosive rally? If you don't believe it, just watch, soon everyone will say: liquidity has come from the US stock market back to the crypto space!
$BTC The Fed minutes suddenly turned hawkish!
Inflation risks still loom above.
Three members even support a rate hike!
Interest rate pressure is back on the table.
Bulls have to tough it out against hawkish expectations this time!
The July FOMC minutes show the Fed still believes inflation is above the 2% target, and inflation risks clearly lean upward. More strikingly, at that meeting, 9 members supported keeping rates unchanged, but 3 members directly supported a 25 basis point hike.
Several officials also think that if inflation doesn't continue to decline, further policy tightening may still be needed; some even feel current financial conditions are not tight enough. Short-term this isn't comfortable for BTC, but these minutes reflect the judgment at the end of July, and the real direction will be decided by the latest inflation and employment data.
The hawks haven't fully exited, but the bulls haven't been knocked down either.
As data continues to cool, BTC still has a chance to push this wave of rate pressure right back! $ETH

The Trump rally effect is still there, after all, he is the president,
Trump coin rose 30% overnight, and many mainstream altcoins caught up,
It still has to rise, probably no one dares to short at this time,
The artificially created mini bull market by Trump has arrived,
Can the bear market rally last!!

Spot Bitcoin ETF outflows last week were the largest since early July
The US spot Bitcoin ETF saw a net outflow of $389.7 million last week, marking the worst weekly performance since early July. The spot Ethereum ETF was nearly flat, with a net outflow of $2.3 million.
Monday's data showed some rebound: Bitcoin ETF recorded an inflow of $137.3 million, and Ethereum ETF had an inflow of $5 million.
Monday's inflow data suggests institutional demand may be stabilizing, but the weekly trend still points to cautious positioning.
Bitcoin ETF records net outflow for the second consecutive day; spot BTC hovers around 63.5–64K
The US spot Bitcoin ETF recorded a net outflow of -$125.4 million on August 13, following -$61.1 million on August 12; meanwhile, the Ethereum ETF saw a modest net inflow of +$6.5 million.
Both BTC and ETH declined that day, with Glassnode describing Bitcoin as being in a "late bear market compression phase."
The significance lies in the fact that continued ETF outflows may exert pressure on short-term price trends and indicate that despite cooling inflation data, institutions remain cautious.





