
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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Strategy Analyst: US Treasury Repo Plan Becomes a Catalyst for Bitcoin's Rise, $180,000 Target in Sight
On August 21, according to CoinDesk, US Treasury Secretary Scott Bessent stated on Thursday that the government expects to conduct regular long-term Treasury repurchase operations and may expand the scale beyond the previously announced $4 billion plan.
Bessent said the government hopes to stabilize the bond market through this, ensuring that yield levels reflect the economic fundamentals. After the announcement, Bitcoin prices rose further, once approaching $73,000.
Long-term bond market macro strategist Mark Connors commented that the Treasury's long-term bond repo plan could become an important catalyst driving Bitcoin's next rally, creating conditions for BTC to reach $180,000.
According to Connors, the Treasury's intervention in the bond market repo operations is an important signal, indicating the government is addressing the pressure caused by rising long-term borrowing costs.
Specifically, higher US Treasury yields attract funds into the bond market, which weakens inflows into risk assets like cryptocurrencies; however, if repo operations can support bond prices and lower yields, the macro pressure on Bitcoin will be alleviated.
In summary, this macro liquidity improvement brought by policy not only creates a more favorable market environment for risk assets like Bitcoin but also provides new support for investors' expectations of BTC's future price performance.

KITE Foundation confirms hacker attack, deploying new 1:1 migrated ERC-20 contract – Link
KITE Foundation has confirmed a hacker attack that caused abnormal transfers of KITE tokens on Ethereum. The token contract and cross-chain bridge have been suspended, and a new ERC-20 contract is being deployed. Balances will be reconstructed based on a snapshot before block 25,692,498 (August 6, 2026), excluding addresses associated with the attacker from redistribution.
Reason: The full contract migration operation is complex and carries phishing risks. Before the migration is completed, liquidity and exchange support may be limited.

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!
NAVI Protocol launches NAVI Prime, the first curator-managed lending vault on Sui
NAVI Protocol has launched a Morpho-style curated lending framework on Sui, isolating risk by market rather than pooling assets together. NAVI's TVL has historically surpassed $1 billion.
This design may improve capital efficiency and reduce contagion risk in Sui DeFi, potentially making the ecosystem more attractive to institutional capital.

$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!!


