#BTCBreaks80KAgain

83,000 marks a life-or-death watershed! $BTC is about to break out with volume, or is it the bulls' last trap? $BTC has returned to $80,000, but the market has not formed a consensus expectation. Jiang Zhuoer cleared his position at $82,050, believing that the short 13-day consolidation is insufficient to break through $83,000 to $84,000, and the next step may be a pullback to $70,000 to $72,000. #WallerEyesAugCPI #OKXOutcomeLeagueFOMC #BTCBreaks80KAgain

Hello everyone on 2026.9.4, today's BTC outlook and approach still maintain yesterday's view, defined as a major rebound followed by a peak, forming a box range consolidation. The trend still maintains the previous bullish trend formed by the prior upward rally and box consolidation. Currently, after last night's rally, the market has revealed the late stage of a major bullish trend consolidation, with a minor bullish trend pullback. My current approach is to look for positions during the pullback, follow market sentiment, wait for the pullback to stabilize, find entry points, and follow the trend to go long, watching if BTC can break through the current new high BTC82282 and start the second wave of the major rebound.

⚠️$BTC's wild 24% surge is just the appetizer? The real big shock tonight might not be a rise! $BTC has recently rebounded strongly, and the market is starting to revisit the "digital gold" narrative. On Thursday, BTC once broke through $80,000, with risk asset sentiment clearly warming up. (Barron’s) But I actually think the biggest risk now is not how much BTC can still rise, but whether liquidity might suddenly turn hostile. The macro narrative of gold and BTC is becoming increasingly similar; debt, rate cut expectations, and demand for safe-haven funds all reinforce this logic. However, the closer we get to previous highs, the more we cannot ignore the "ambush" of macro data. Tonight's nonfarm payrolls are the first test. The market currently expects US August nonfarm payrolls to increase by only about 55,000, while July unexpectedly decreased by 23,000. (Investor’s Business Daily) So chasing the rally at this point, in my view, has mediocre cost-effectiveness; waiting for a pullback confirmation feels more comfortable. More interestingly, funds are not flooding into altcoins across the board but are searching for targets with real fundamental support: 🔹 $ARB: Revenue logic begins to materialize Activity and trading volume on Robinhood Chain are rising, and the market is starting to reprice Arbitrum's ecosystem value. But with the short-term gains being too large and unlocking expectations, chasing highs still requires caution. #FOMC前最后一组数据：本周五非农 #财报观察员：博通业绩超预期，Snowflake上调指引

83,000 marks a life-or-death watershed! $BTC is about to break out with volume, or is it the bulls' last trap? $BTC has returned to $80,000, but the market has not formed a consensus expectation. Jiang Zhuoer cleared his position at $82,050, believing that the short 13-day consolidation is insufficient to break through $83,000 to $84,000, and the next step may be a pullback to $70,000 to $72,000. Yi Lihua sees $76,300 as support but also believes that $86,000 is the real resistance level. Meanwhile, the whale "Set 10 big targets first" posted on platform X that the "last chance to get on board points to $100,000." The funding situation is also contradictory. A mysterious whale sold out 167,900 ETH in 5 days, cashing out about $408 million. Strive, however, holds up to $1.4 billion in potential buying power and plans to continue accumulating BTC. The US already has 174 crypto ETFs, with IBIT managing about $61 billion, accounting for 38%. Institutional channels are becoming more mature, but funds are also more concentrated. Trading terminal single-day volume exceeded $1 billion, with Robinhood Chain suddenly contributing over 90% of GMGN trading volume, indicating risk appetite is recovering but mainly flowing into short-term trading. Right now, it’s not a simple bull vs. bear battle, but a simultaneous occurrence of long-term buying and short-term profit-taking. If BTC breaks and holds $83,000 to $86,000 with volume, $100,000 may really not be far away. If ETF funds weaken later, $70,000 to $72,000 could be the next test.

$BTC challenges 200 RMB to reach 20,000 RMB $BTC currently holds 350 RMB Woke up completely stunned, it was still 79,000 before I went to sleep yesterday, firmly believing it wouldn't hit 82,000, Many shorts are probably as stunned as I am This wave isn't caused by the Fed directly cutting interest rates and flooding the market, but by officials' statements changing market expectations for the September rate meeting, acting as the trigger for the rally. This time the Fed only gave a dovish expectation, igniting the rally; the real violent surge that crushed the shorts was the short squeeze in the futures market. We are far from entering a big liquidity injection cycle; the Fed's hands are tied by inflation. Whether the subsequent rally can hold depends on two points: first, whether inflation data can continue to weaken, and second, whether spot funds can support the market after the short squeeze ends. Hold on with low leverage; if you get through this wave, $BTC #FOMC前最后一组数据：本周五非农 #财报观察员：博通业绩超预期，Snowflake上调指引

BTC stands back at 80,000, ETH holds 2,500, but this still doesn't prove that funds have fully returned #比特币再破80000美元 In the early session refresh, $BTC was around 80,800, $ETH at 2,500.9, $SOL at 103.5. Mainstream prices are indeed strong, but funds have not flowed evenly into all high Beta assets. $ZEC surged over 15% in the early session, $USELESS even jumped nearly 70%, and $ARB also showed a clear reaction. The problem is, these gains are concentrated in a few themes, while SOL has yet to break 105.5, indicating that funds seem to be selectively targeting high-volatility assets rather than spreading broadly. I am currently watching three confirmation points: Whether BTC can break above 81,500 with volume; Whether ETH can turn 2,500 into support and break through 2,530; Whether SOL can reclaim 105.5. Only if all three conditions are met can we say risk appetite is truly spreading. If BTC and ETH continue to trade sideways and thematic coins spike then fall, this wave looks more like localized fund front-running, and chasing highs could easily catch the last leg. There is also the non-farm payroll tonight; before the data, do not chase thematic coins. Without confirmation from the mainstream, the more spectacular the altcoin gains, the greater the risk. $BTC $ETH $SOL #沃勒：8月通胀决定9月是否加息 #星球日报

$BTC BlackRock's IBIT is gaining momentum again. Intraday gains once approached 6%, with an estimated market inflow of about $300 million for the day. Note, this $300 million is currently just an intraday estimate; the final net inflow still needs official data confirmation. But from the market perspective, spot demand is becoming strong again, and this signal is worth paying attention to. More importantly, BTC price increases and ETF capital inflows are beginning to resonate again. As the price rises, ETF funds enter simultaneously, meaning the selling pressure in the market is being absorbed by spot buying. If IBIT continues to accumulate, the selling pressure above BTC could gradually be digested. So what really needs to be watched now is not how much it rose in one day, but two data points: First, whether today's estimated $300 million inflow can be confirmed. Second, whether ETF buying can be sustained for several consecutive days, rather than just a one-day pulse. If it's just a single-day inflow, it doesn't say much; but if funds keep flowing back and BTC continues to strengthen, then it's a completely different story. Prices are starting to move, and Wall Street's spot funds are also beginning to re-enter. This is the real point worth focusing on in this wave of the market. #比特币再破80000美元

#FOMC Last set of data before the meeting: Nonfarm payrolls this Friday Small nonfarm payroll increase of 38,000 ignites the bulls! $BTC takes off straight to 81,000! On the eve of the nonfarm report, bulls successfully jumped the gun, and with tonight's soft data, it takes off directly! $BTC breaks through $81,000, $ETH stands above $2,500. ADP small nonfarm only increased by 38,000, the Beige Book confirms weakening employment, and rate cut expectations have surged overnight. But the probability of a rate hike only dropped from 62.3% to 50.2%, so risks are far from over. The real test is the nonfarm data at 20:30 tonight, with the market expecting an increase of 53,000 jobs in August. If the data is soft, the easing narrative can continue; if the data is strong, the bulls who jumped the gun tonight will be pushed back in minutes. Even a casual remark from Trump can stir up the sentiment. BTC ETFs saw a net inflow of $101 million on Wednesday, ETH ETFs have had net inflows for 11 consecutive days, totaling $1.6 billion — institutions are quietly positioning, but the direction is still undecided. If tonight's nonfarm data remains soft, the easing story continues, and BTC will directly surge to 82,000-83,000! Bulls have successfully jumped the gun, bears are still dreaming!

80,000 is back again. Many people have already forgotten how noisy this number was. Yesterday during the day, BTC was hovering around 77,000, then suddenly shot straight up in the afternoon, standing above 80,000 again within a few hours, with an intraday high near 82,000. The circle of friends started flooding with "the bull market is back" again. Don't rush to fill your positions just yet. This wave isn't because a new narrative suddenly appeared on-chain; it's because the macro environment has breathed a sigh of relief. Federal Reserve Governor Waller said that if upcoming inflation data continues to cool down, he is more inclined to keep the interest rate unchanged at the September meeting. Expectations for rate hikes are being revised downward, the dollar is weakening, shorts are being squeezed, and ETF funds are flowing back. Tensions between the US and Iran have also temporarily eased, and risk appetite is returning. Simply put, liquidity expectations have changed, not Bitcoin's fundamentals overnight. In August, it surged from just above 60,000 to above 80,000 in one breath, a very strong increase. It just broke 80,000 at the end of August and quickly fell back down. Round numbers easily excite people but also easily cause them to catch the last leg. Friday's non-farm payrolls, next week's CPI, and the mid-September interest rate meeting. If any of these disappoint, the price could return to 76,000 to 78,000. We can talk about the next step only if it holds above 80,000; if not, treat this as an oversold rebound. The long-term logic remains: total supply is capped, institutions are still buying, and fiat credit issues have not disappeared. But in the short term, this is a rebound, not a starting gun. Only those who can hold on deserve to talk about the next round. #比特币再破80000美元