比特币6月以来首次跌破10万大关，以太币暴跌15%

Core Insights - Cryptocurrency continues to decline in the U.S. market, with Ethereum dropping 15% to $3,061 per coin and Bitcoin falling over 7% to below $99,000 per coin [1] Market Sentiment - Increased risk aversion is pressuring global risk assets, leading to multiple headwinds for cryptocurrencies [1] - Concerns are rising regarding fund outflows from exchange-traded funds (ETFs) and investor anxiety over digital asset companies [1] Valuation Concerns - After a significant rise in technology stocks, their valuations are now considered high, raising doubts about further upward momentum [1] - Market worries about U.S. inflation pressures potentially limiting the Federal Reserve's policy easing space are also unfavorable for risk assets [1] Sensitivity to Macro Data - Analysts indicate that the stock market has become increasingly sensitive to any weak macro data or changes in the Federal Reserve's policy path following an AI-driven rally [1]