Group 1 - The core viewpoint is that cryptocurrencies, including Bitcoin, have experienced a decline due to weakened expectations for interest rate cuts by the Federal Reserve, with Bitcoin dropping to $115,100, the lowest level since July 11 [1] - Bitcoin reached a historical high of $123,200 last week, driven by optimism regarding improvements in the U.S. regulatory environment and significant inflows into crypto investment products [3] - Analyst Rachael Lucas from BTC Markets noted that while the overall upward trend remains intact, momentum has weakened, leading traders to become more cautious [3] Group 2 - Recent U.S. jobless claims data showed a decrease to 217,000, marking the lowest level since mid-April and below market expectations, indicating a stable labor market [3] - The number of continuing jobless claims also fell slightly to 1.955 million, lower than market expectations, suggesting that despite hiring challenges, the labor market remains resilient [3] - Market sentiment has turned bearish, as evidenced by a significant purchase of Bitcoin put options by an unidentified speculator on Deribit exchange, costing approximately $5 million [3] Group 3 - Analyst Tony Sycamore from IG Australia anticipates that Bitcoin prices will continue to consolidate below the monthly trend line resistance of approximately $125,000, which was a key technical level preventing further price increases last week [4]
降息预期减弱打击风险偏好 比特币跌至两周来新低
Zhi Tong Cai Jing·2025-07-25 08:53