温馨提示：本站仅提供公开网络链接索引服务，不存储、不篡改任何第三方内容，所有内容版权归原作者所有
AI智能索引来源：http://www.bee.com/zh/54329.html
点击访问原文链接

US macro data is in line with expectations, the market continues before the rate cut, and long-term investors officially | Bee Network

进入原网站 导航首页
US macro data is in line with expectations, the market continues before the rate cut, and long-term investors officially | Bee Network Login 熱門新聞 Meme Launchpad AI 代理商 DeSci 熱門鏈瀏覽器 新人必讀 衝百倍幣 蜜蜂遊戲 必備網站 必備APP 必關大神 DePIN 新人必備 教我避坑 基本工具 深度網站 交易所 NFT 工具 你好， 登出 Web3宇宙 遊戲 DApp 蜂巢 增長平台 生態 搜尋 英語 Coins儲值 登入 下載 Web3大學 遊戲 DApp 蜂巢 生態 家•分析•正文 US macro data is in line with expectations, the market continues before the rate cut, and long-term investors officially分析7 年前更新懷亞特 27,726 14

The information, opinions and judgments on markets, projects, currencies, etc. mentioned in this article are for reference only and do not constitute any investment advice.

BTC Price Trends
BTC opened at $119,130.81 this week and closed at $117,312.70, down 1.53%. The highest price was $123,231.07 and the lowest price was $115,697. The amplitude was 6.32%, and the trading volume was significantly increased.

The US macroeconomic data maintained the expectation of a rate cut in September. Driven by the enthusiasm for long positions, both OTC funds and on-site funds actively went long, forming an upward force and pushing BTC to a new high. It is expected that the forward-looking trading trend before the rate cut will continue in the short term.

As BTC broke through its all-time high, funds began to rotate and Altseason started again. BTCs market share dropped by 4.83% in a single week to 61.5%.

At the same time, after BTC hit a new high of $120,000, long-term investors continued their cyclical reduction of holdings, providing selling pressure on the market and suppressing upward prices.

Another factor worth being vigilant about is reciprocal tariffs. The market currently prices tariffs to end at a lower rate, which will not have a significant impact on US inflation. However, the repetitive nature of Trumps decisions makes it difficult to confirm the conclusion now. However, this uncertainty is likely to be roughly resolved by the August 1 deadline.

Policy, macro-finance and economic data
Last week we pointed out that the CPI data that we focused on did not exceed expectations this week.

On July 15, the United States announced that the seasonally adjusted CPI annual rate at the end of June was 2.7%, in line with expectations. The seasonally adjusted core CPI annual rate at the end of June was 2.9%, lower than the expected 3.0%.

The data was in line with expectations, so the market did not react extra. But CPI did start to rebound. In addition to the short-term rise in oil prices caused by the Iran-Israel conflict, tariffs also played a role. The second wave of mild inflation has occurred, but it is not enough to force the Fed to turn hawkish. Whether the impact of subsequent tariffs will continue to be significantly amplified requires careful attention.

On July 16, the PPI data released by the United States showed that the annual PPI rate in June was 2.3%, lower than the expected 2.5% and the previous value of 2.7%, showing some signs of cooling of the economy.

Subtle changes in the data pushed FedWatchs probability of a September rate cut down to just over 50%.

Uncertainties at the political and trade levels remain high. On July 11, the Trump administration raised Canadas unified tariff to 35%, and in the following days sent circulars to the European Union, Mexico and 23 countries with tariffs as high as 20-50%. All measures are set to take effect on August 1. At the same time, the $3.4 trillion Big and Beautiful Act is entering the Senate for deliberation. If it is finally implemented, the ten-year 德菲cit rate may be pushed up to 9%, which, together with tariff inflation, will increase the risk of stagflation of the fiscal-monetary dual expansion.

As the economic data was in line with expectations, U.S. stocks continued to rise, with the Nasdaq and SP 500 rising 1.51% and 0.59% respectively, and the Dow Jones falling slightly by 0.07%.

After a continuous decline, the US dollar index rebounded by 0.64% to 98.46, achieving a rebound for two consecutive weeks. Both long-term and short-term US Treasury yields remained relatively stable. Gold fell slightly.

With the data basically in line with expectations and expectations for a slight rate cut falling, BTC adjusted slightly after hitting a record high, falling 1.53%.

加密貨幣 市場
The Crypto market achieved another historic breakthrough this week.

On July 17, the U.S. House of Representatives approved three major Crypto bills at once – the GENIS Act, the CLARITY Act, and the Anti-CBDC Act. The CLARITY Act and the Anti-CBDC Act have been transferred to the Senate for review, and the GENIS Act was quickly signed by Trump the next day, marking the official entry of the U.S. stablecoin into the compliance era, and also marking that stablecoins are becoming the second largest use case in the 加密貨幣 world in addition to value storage.

Under the impact of this positive news, ETH reversed its downward trend and surged by more than 20% in a single week, leading to the restart of Altseason.

From a technical perspective, BTC is currently above the Trump bottom, between the first and second rising trend lines of the bull market.

Due to the preemptive passage of the three major bills last week, BTC surged 9.08%. This week, BTC chose to adjust at a high level, and the long-term selling volume increased. However, with corporate procurement and retail investors flowing in through the Spot ETF channel, BTC is likely to continue to rise after the adjustment.

Inflow and outflow of funds and selling
As BTC and stablecoins gain support at the U.S. legislative level, public companies have become important buyers in the crypto market.

According to Coindesk, public companies have surpassed the BTC Spot ETF channel to become the largest buyer of BTC in the second quarter. The purchase speed has increased significantly since December last year, which coincides with the election of pro-Crypto Trump as US president.

Statistics on the scale of BTC held by listed companies
Currently, the range of Crypto reserves of listed companies has expanded from BTC to Altcoin and even MEMECoin, which has cleared the logical obstacles for the opening of Altseason and provided financial and emotional support.

This week, the funds flowing into the market through the BTC Spot ETF were $2.359 billion, while the ETH Spot ETF channel reached $2.258 billion. On July 17 and 18, the funds flowing into the ETH Spot ETF channel exceeded those of the BTC Spot ETF, which was a historic milestone.

As BTC started its fourth wave of rise and as public companies and US retail investors showed great enthusiasm, BTC long holders started to sell off sharply.

Data from the eMerge Engine chain shows that more than 150,000 BTC were moved in long positions last week. On exchanges, long and short positions sold a total of 190,000 BTC, and the scale of the sell-off was significantly enlarged.

Long and short selling statistics (weekly)
In the course of a bull market, long-term investors will continue to sell, which is consistent with historical rules. Its impact on prices and trends depends on the extent to which buying power absorbs selling pressure. This needs to be closely watched in the future market.

週期指標
According to eMerge Engine, the EMC BTC Cycle Metrics indicator is 0.5 and is in an upward period.

EMC Labs
EMC Labs由加密資產投資者和資料科學家於2023年4月創立，專注於區塊鏈產業研究和加密二級市場投資，以產業前瞻、洞察和資料探勘為核心競爭力，致力於參與蓬勃發展的區塊鏈產業透過研究和投資，推動區塊鏈和加密資產造福人類。

欲了解更多信息，請訪問： https://www.emc.fund

This article is sourced from the internet: US macro data is in line with expectations, the market continues before the rate cut, and long-term investors officially start selling (07.14~07.20)

Related: UXLINK July 2025 Interview: Achievements, Vision and Future Plans As of July, UXLINK has been in operation for nearly 3 years and TGE has also ushered in its 1st anniversary. We had the honor of interviewing the UXLINK DAO Committee and UXLINK CEO Mr. Rolland Safort Ntague. 1. What is UXLINK? UXLINK is the worlds largest blockchain social network and infrastructure, linking users and projects through social relationships and committed to providing growth services for large-scale application promotion. UXLINK is a groundbreaking inventor: we are the first SocialFi project to leverage real-world social relationships (such as Telegram, Twitter, and Line) to transform real-life trust and humanity into Web3 value; we invented link-to-earn to integrate real-world social relationships into Web3 assets. We have launched multiple protocols and incentive systems, including the social growth layer, One Account One Gas protocol, X2EARN…

#分析# 加密# 脫機#交換#市場© 版權聲明文章版权归作者所有，未经允许请勿转载。 上一篇 The siphon effect of the US crypto market is emerging, and many Asian countries are accelerating their layout to seize t 下一篇 What happened behind Ethereums 70% surge in a single month? 相關文章 Who are Ethereum’s “financial backers”? Do ordinary people still have a chance?Recommended Articles 6086cf14eb90bc67ca4fc62b 22,285 2 Reflection on the AI agent entrepreneurship model: Attention is not everything, real demand is the key 6086cf14eb90bc67ca4fc62b 36,571 Weekly Funding Update | 20 projects secured funding, totaling $278 million (August 25-31)Recommended Articles 6086cf14eb90bc67ca4fc62b 22,566 2 Exponential Thinking in Crypto: Leverage, Asymmetric Bets, and Personal Growth 6086cf14eb90bc67ca4fc62b 38,994 2 Which Web2 businesses are more suitable for the rapid introduction of stablecoins? 6086cf14eb90bc67ca4fc62b 32,717 AI + Web3s booming development and future prospects in multiple fields | Nx.one 6086cf14eb90bc67ca4fc62b 92,569 85 暫無評論 您必須先登入才能發表評論！ 立即登入 暫無評論... Bee.com 全球最大的 Web3 入口網站 合作夥伴 CoinCarp Binance CoinMarketCap CoinGecko 幣活 盔甲 下載Bee Network APP開啟您的Web3之旅 白皮書 角色 常問問題 © 2021-2026.版權所有。. 隱私政策 | 服務條款 下載蜜蜂網路APP 並開始 web3 之旅 全球最大的Web3入口網站 合作夥伴 CoinCarp Binance CoinMarketCap CoinGecko Coinlive Armors 白皮書 角色 常問問題 © 2021-2026.版權所有。. 隱私政策 | 服務條款 搜尋 搜尋站內鏈上社群媒體新聞 熱門推薦： 擼毛打金 數據分析 必關大神 教我避坑 繁體中文 English 简体中文 日本語 Tiếng Việt العربية 한국어 Bahasa Indonesia हिन्दी اردو Русский 繁體中文

智能索引记录