昨天比特币表现弱势，跌破了前天低点。 不过昨天下跌幅度和下跌成交量比较小，并且在跌破前天低点后，快速收回，说明卖盘没有继续发力，有望在 周末出现短暂的反弹行情。 目前4小时和日线级别都还没有看到很明显的见底信号，价格通道还没有被收回，现在又把下跌之后的盘整中继跌穿了，并且出现了更低的低点，如果比 特币能给到鲨鱼形态的D点这里是一个值得左侧做多的位置，喜欢左侧交易的粉丝可以等待这个位置114196附近，这个位置不能说它会反转，但是一定会 出现反弹。 今日继续关注117500-118000区间即可，波动不大，小空间博弈周末可以搞一搞，大空间暂时不格局！因为此时1h/2h/4h级别确实空头强！ ETH 最近以太坊一回调，很多人又看到3000，2000，说行情见顶了，ETH之前最高涨到了4730附近，距离历史新高就170点，不到4%的距离，庄家了4年时 间，基本将上一轮牛市套牢的自有解套，明显是奔着新高去的。 GM，又是熟悉的剧本，熟悉的节奏。 周五左右开跌，周六再插个针，周日晚间至下周开启反弹之路。 这轮来来回回N次了，近期这波下杀，可以说是财 库牛市开启以来较大的一次回调了。 过去24小时共有 108000 人被 ...

"从凌晨6点查看最新关税政策，到上午10点面对"威胁轰炸欧洲"的推文，再到各种突发政策 声明引发的市场剧烈震荡，传统的基本面分析和风险管理框架正在被重新定义。" 据该基金经理描述，即使是公司财报电话会议也要为总统新闻发布会让路。市场参与者普遍感受到前所 未有的交易难度。 正如这位基金经理所言："每一天都是这样，每一天！（Every F**kin' Day Bro...every one!）"这种状况 凸显了政治风险如何成为现代投资组合管理中最重要的考量因素。 原文及AI翻译文如下： 一位资深对冲基金经理在社交媒体上分享的"一天工作日程"正在金融圈广泛传播，生动描绘了特朗普 2.0后华尔街从业者面临的极端市场波动现状。 Praetorian Capital首席投资官Harris Kupperman在X平台发布的这份半开玩笑的"作息时间表"显示，对冲 基金经理每天都要应对来自白宫的24/7头条新闻风险。 对冲基金经理的一天 6:00 - 起床，看看昨晚特朗普又给谁加了关税。柬埔寨+200%，巴拉圭-3%（他们还说了声 谢谢）。 6:05 - 煮杯咖啡。 6:10 - 特朗普发推说法律不公平，因为他不能给亚利桑那州 ...

推特：https://x.com/victalk6886 币安链接：https://www.binance.com/activity/referral-entry/CPA?ref=CPA_00AJKYPKEA 电报群：https://t.me/joinchat/EN6OG4vXZLw4MDg1 Telegram :victalk2021 #web3 #binance #eth #btc #crypto #币安 # #meme #川普 #比特币 #trump #$TRUMP #川普币 #马斯克 #gork ...

以前像ape这种山寨币，币安5x只能开25万刀，ok能开200-300万刀。但是盘前，ok连1万刀都开不了。20倍杠杆设计出来是给用户爆仓的，不是拿来看的，你在怕什么！Star (@star_okx):Trade PUMP before the rest of the market wakes up — on OKX Pre-Market. https://t.co/9n87zINUBJ ...

Core Insights - The cryptocurrency market is showing unprecedented positive signals, with analysts predicting the largest "altcoin season" in history may be approaching [1][3] - The recent $3.3 trillion U.S. spending bill and the Federal Reserve's shift in monetary policy are contributing to a favorable environment for altcoins [3][4] - Bitcoin's dominance is declining, indicating a shift of investor funds towards altcoins, which may lead to significant price increases [3][4] Economic Environment - The U.S. has signed a $3.3 trillion spending bill, the largest since the 2020 pandemic stimulus, which is expected to enhance market liquidity [3] - The Federal Reserve's balance sheet has shown positive growth for the first time in two years, suggesting a return to liquidity expansion [3] - Historical data indicates that when the Fed loosens monetary policy, risk assets, particularly cryptocurrencies, tend to rebound strongly [3][4] Market Trends - The altcoin market, currently valued at approximately $1.14 trillion, is nearing historical resistance levels, with improved liquidity potentially acting as a catalyst for a new rally [3][4] - Analysts predict that the total market cap of altcoins could soar to $15 trillion during this cycle, supported by a 35% average increase in altcoin prices in July [4][6] - Seasonal patterns indicate that July to September is typically a strong period for altcoin performance [6] Investment Opportunities - Several high-potential altcoin projects are gaining attention, including: - ARC ($0.08): Focused on decentralized infrastructure using AI to optimize blockchain performance [6] - AethirCloud ($ATH): Provides GPU as a service for AI/machine learning computations [6] - Virtuals Protocol (VIRTUAL, $0.63): Connects the metaverse with the real world [6] - Synthetix ($SNX): A DeFi protocol for trading synthetic assets [6] - SonicSVM ($SONIC): A gaming economy protocol based on Solana [6][7] - These projects are positioned to benefit from ongoing trends in AI, the metaverse, and DeFi [7] Platform Advantages - XBIT decentralized exchange (DEX) offers high liquidity through an automated market maker (AMM) mechanism, ensuring efficient trading with low slippage [9] - The platform supports a variety of altcoin trading pairs, catering to diverse investor needs [9] - XBIT's decentralized architecture results in lower trading fees compared to centralized exchanges, maximizing investor returns [9] - Security measures include multi-signature wallets and compliance with KYC/AML regulations, ensuring user asset safety [9]

Group 1 - Analysts predict a significant price increase for Ethereum, potentially triggering an "altcoin season" in the coming weeks to months [2] - Analyst Mikybull indicates that Ethereum is expected to break through $3,200, having completed the "testing" phase of the Wyckoff accumulation model, with a potential peak of $9,000 to $10,000 in this cycle [3] - The altcoin season index is signaling opportunities, with the index currently below 20%, suggesting a good time for investors to accumulate altcoins [5] Group 2 - Bitcoin's dominance is currently at 65.77%, just 5.5% away from its high of 71% since January 2021, indicating a potential shift of funds from Bitcoin to altcoins [7] - Historical data suggests that when the altcoin season index surpasses 20%, altcoins tend to outperform Bitcoin in the short term [5] - Analyst The Chart Degen expresses optimism about selecting the right altcoins for significant returns in the upcoming months [11]

Social Media & Community Channels - The document promotes a Twitter account (X) and a Binance referral link [1] - It also includes links to a Telegram group and a Telegram username [1] Cryptocurrency & Memecoin Focus - The content uses hashtags related to Web3, Binance, ETH, BTC, and crypto [1] - It highlights memecoins, specifically mentioning "$TRUMP" and "川普币" (Trump coin) [1] - Mentions of "川普" (Trump), "马斯克" (Musk), and "gork" suggest a focus on trending figures and internet culture within the crypto space [1]

Market Overview - Bitcoin has experienced significant price fluctuations since 2025, with a notable drop below $101,000 on June 6, 2025, following a peak of $105,000 earlier in June [2] - The price of Bitcoin was approximately $104,272 on June 20, 2025, and it fell to its lowest level since May due to escalating tensions in the Middle East and renewed inflation concerns [2] Supply and Demand Dynamics - Following the Bitcoin halving in April 2024, a supply contraction effect has emerged, coupled with increasing demand from both institutional and retail investors, driving prices upward [3] - The number of wallets holding more than 10 BTC has been increasing, indicating that long-term holders are accumulating [3] Impact of Geopolitical Events - The military actions in the Middle East, particularly Israel's attacks on Iran starting June 13, 2025, triggered a significant deleveraging event in the cryptocurrency market, leading to a liquidation of $10.15 billion on June 22, 2025 [5][6] - The conflict has caused a "death spiral" in the market, with a net outflow of $644 million from Bitcoin ETFs in the U.S. over six consecutive days [6] Market Recovery and Volatility - Following a ceasefire agreement on June 23, 2025, Bitcoin's price surged by 5% to over $106,000, but underlying demand from large investors and ETFs has decreased by 50% since the peak [7] - The price levels of $92,000 and $81,000 are identified as critical support and resistance levels for Bitcoin [7] Broader Financial Market Reactions - The conflict has also impacted oil prices, with potential threats to the supply chain in the Middle East leading to a spike in international crude oil prices [7] - Other financial markets, including stock markets in Israel and Iran, have faced significant volatility due to the conflict, with technology stocks in the U.S. experiencing declines [8] Future Outlook for Bitcoin - The supply-demand structure post-halving is expected to continue supporting Bitcoin prices in the long term, especially with increasing institutional investment [9] - Legislative support, such as Texas establishing a public Bitcoin reserve, is seen as a positive development for the cryptocurrency market [9] - The potential for Bitcoin to serve as a financial infrastructure in conflict zones has been highlighted, showcasing its resilience and utility in extreme conditions [10]

Core Insights - The cryptocurrency market is regaining investor attention, with Bitcoin's price stabilizing around $105,000 after a brief dip, indicating a cautious optimism towards the Federal Reserve's monetary policy [1][4] - Bitcoin's dominance (BTC.D) remains a critical indicator for market analysis, suggesting that as long as it stays above the bull market support zone, altcoin season is unlikely to occur [2][3] Group 1: Bitcoin Price and Market Dynamics - Bitcoin's recent price showed resilience, bouncing back from a low of $103,600 to around $104,800, reflecting a 0.5% increase [1] - The stability in interest rates by the Federal Reserve is providing support for risk assets, including Bitcoin, which is viewed as a hybrid of "digital gold" and risk asset [1][4] Group 2: Bitcoin Dominance Analysis - BTC.D is defined as Bitcoin's market capitalization relative to the total cryptocurrency market, and it is crucial for understanding Bitcoin's performance against altcoins [2] - Historical data shows that BTC.D has experienced fluctuations but has rebounded from key support levels, indicating a strong relative position for Bitcoin in the market [2][3] Group 3: Market Sentiment and Future Projections - Analysts express differing views on BTC.D's future, with some optimistic about its strength while others warn of a potential decline, suggesting that BTC.D could drop before any altcoin season emerges [3][4] - The potential for a double top formation in BTC.D could lead to a shift of funds from Bitcoin to altcoins if it fails to break current resistance levels [4] Group 4: External Influences on the Market - The Federal Reserve's interest rate policy significantly impacts the cryptocurrency market, providing short-term support for risk assets but potentially delaying further market increases [4] - Global regulatory changes, institutional investor participation, and macroeconomic indicators like inflation and employment data will also influence BTC.D and altcoin performance [4]

Core Viewpoint - Bitcoin price has experienced a pullback after reaching a new high of approximately $111,000, influenced by Trump's comments on potential new tariffs, which impacted both global stock markets and the cryptocurrency market [1][2]. Group 1: Price Movements - Bitcoin price dropped by about 3%, while some altcoins saw even larger declines; however, Worldcoin and Hyperliquid showed gains, indicating market diversity [1]. - Despite the short-term pullback, analysts from XBIT maintain an optimistic long-term outlook for Bitcoin, noting it has broken through a strong downtrend and several key resistance levels, including the $112,000 high [2][5]. Group 2: Technical Analysis - The current price drop is viewed as a normal adjustment rather than a change in the long-term trend, with Bitcoin potentially entering a new phase of significant price discovery [5]. - Key support levels to watch include the $106,500-$108,000 range; if Bitcoin can hold this area, it may test and break through this level again, further stimulating market momentum [2][5]. Group 3: Market Sentiment and Tools - XBIT's decentralized exchange platform is highlighted for its efficiency, transparency, and security, serving as a crucial tool for users to capitalize on market opportunities [6]. - The market's response to Trump's tariff comments will significantly influence the short-term direction of the cryptocurrency market, but the long-term value and potential of Bitcoin remain worthy of attention [5][6].