1. As CPI inflation gradually eases, macro market sentiment is positive. At present, the market predicts a 95% probability of a rate cut in September.
2. The German government sold all 50,000 BTC in 24 days.
3. The demand for spot ETFs is relatively strong, with net inflows of about $1 billion this week. Although retail investors are in a state of panic, large hedge funds have been actively increasing BTC upside exposure, especially December and March call options, targeting a price range of $100,000 to $120,000.
4. The whale group holding 10,000 to 1 million LINK has increased its holdings by a total of 9.2 million LINK since June 24, and LINK has performed well!
