Core Viewpoint - The macro risk sentiment has weakened due to Trump's increase of global tariffs from 10% to 15%, leading to a significant drop in Bitcoin (BTC) prices in Asia, which fell below $65,000, triggering approximately $230 million in long liquidations [1] Group 1: Market Impact - BTC's current price is significantly below the average mining cost of approximately $84,000, indicating increased liquidity pressure on mining companies [1] - Bitdeer has liquidated its BTC reserves, and some mining companies are shifting towards AI business ventures [1] Group 2: Market Sentiment - Market selling pressure is more restrained compared to earlier in the year, with options skew not significantly widening [1] - ETF fund flows appear to resemble basis trading liquidation rather than a complete withdrawal, suggesting that positions are being adjusted rather than disappearing entirely [1]
QCP：BTC 跌破 65,000 美元触发 2.3 亿美元清算，关税升级加剧宏观压力
Xin Lang Cai Jing·2026-02-23 10:42