1. Today's core news summary (August 3, 2026)

1. Macroeconomic: Oil prices plummet 7% in a single day, inflation concerns significantly ease
This morning, international oil prices sharply dropped, with Brent crude oil reaching a maximum decline of 7.3%, falling below $82 per barrel, while WTI crude oil dropped below the $80 mark. The sharp drop in oil prices directly alleviated market concerns about secondary inflation, the US dollar index weakened, and futures for the three major US stock indices rebounded across the board. Global risk appetite marginally improved, with the cryptocurrency market also starting a rebound, in which the highly elastic Ethereum significantly outperformed Bitcoin.

2. Funding: ETF capital differentiation continues, leverage longs quickly increase positions
On August 1, the US Bitcoin spot ETF saw a net outflow of $265.4 million in a single day, mainly attributed to BlackRock's IBIT. In the same period, the Ethereum spot ETF saw a slight net inflow of $9 million, with institutional funds continuing to rotate from BTC to ETH. On the derivatives side, the open interest of Bitcoin perpetual contracts surged by 34.4% in a single day, with the funding rate doubling and turning positive, indicating that leveraged longs are quickly rebuilding positions, but the spot buying has not followed suit, and the rebound is more driven by derivatives, with doubts about its sustainability.

3. Sentiment and liquidation: Selling pressure temporally releases, panic sentiment marginally recovers
In the past 24 hours, the total market liquidation amount sharply narrowed to approximately $95.89 million, dropping nearly 60% from the peak in previous days, as the concentrated selling pressure from longs is relieved temporarily. The cryptocurrency fear and greed index reported 34, still in the "fear" range, but showing a recovery from last week's low, with market sentiment marginally improving and short-seller stop-loss orders becoming a direct catalyst for the morning rebound.

4. Sector performance: Structural rebound differentiation, Altcoin shows better elasticity
The market shows a pattern of general recovery, but significant internal differentiation: Ethereum's increase is about twice that of Bitcoin, Cardano (ADA) surged over 8.6% in a single day, leading mainstream coins, while ENA's daily increase exceeded 11%; funds tend to favor significantly undervalued small- and medium-cap coins, whereas the rebound of large-cap Bitcoin is relatively mild, overall representing a structural repair under the game of existing funds.


Mainstream coin strategies and entry points
1. Bitcoin (BTC)
Market characterization: 4-hour level bottoming rebound, stabilizing above the $63,000 mark, forming a short-term rebound structure; however, there is a dense area of trapped positions around $64,000 above, and the spot volume has not effectively increased, limiting the height of the rebound, likely maintaining a range-bound consolidation repair trend during the day.

• Key support:
◦ First support: $62,900 – $63,000 (short-term within-day support, rounded number)
◦ Strong support: $62,200 – $62,400 (watershed for longs and shorts, breaking below will damage the rebound structure)

• Key resistance:
◦ First resistance: $63,800 – $64,000 (previous consolidation platform + rounded number resistance)
◦ Strong resistance: $64,600 – $64,800 (7-day moving average resistance + mid-term trapped area)

• Reference thoughts:
◦ If stabilizing on the pullback in the $62,800-$63,000 range, can try longs with light positions, stop loss below $62,500
◦ If the rebound pressures at the $63,800-$64,000 range, can short, stop loss above $64,400

◦ If effectively stabilizing above $64,000 with volume, can look to $64,600; if breaking below $62,200, then mainly observe

2. Ethereum (ETH)
Market characterization: Leading target in this round of rebound, significantly outperforming Bitcoin, support confirmed effectively around $1,850, with a higher slope of short-term rebound; continuous slight inflows into ETF funds provide fundamental support, but there remains pressure at the $1,900 rounded number above, and a breakthrough requires incremental funds to cooperate.

• Key support:
◦ First support: $1,865 – $1,875 (short-term within-day support, oscillation center)
◦ Strong support: $1,845 – $1,855 (watershed between longs and shorts, breaking below will slow the rebound rhythm)

• Key resistance:
◦ First resistance: $1,900 – $1,910 (rounded number + previous transaction dense area)
◦ Strong resistance: $1,935 – $1,945 (100-day moving average resistance)

• Reference thoughts:
◦ If stabilizing on the pullback in the $1,855-$1,860 range, can try longs with light positions, stop loss below $1,840
◦ If the rebound pressures at the $1,910-$1,920 range, can short, stop loss above $1,930

◦ If effectively stabilizing above $1,910 with volume, can look high to the $1,935-$1,945 range

3. Solana (SOL)
Market characterization: Rebounding synchronously with the broader market, elasticity between BTC and ETH, support around $72 effective, short-term repair structure intact; however, chain activity is average, weekly net outflow in ETF funds shows insufficient fundamental catalysts, with weak independence of price action, treated with the mindset of involving broader market ranges.

• Key support:
◦ First support: $72.5 – $72.8 (short-term within-day support)
◦ Strong support: $71.5 – $71.8 (watershed between longs and shorts, breaking below will revert to weakness)

• Key resistance:
◦ First resistance: $74.0 – $74.3 (near recent high points)
◦ Strong resistance: $75.2 – $75.5 (previous transaction dense area)

• Reference thoughts:
◦ If stabilizing on the pullback in the $70.9-$71.3 range, can try longs with light positions, stop loss below $71.2
◦ If the rebound pressures at the $74.5-$75 range, can short, stop loss above $75.3

◦ If breaking through $74.5 with volume, can look to near $75.5; if breaking below $71.5, then mainly avoid
Operational supplement reminders

1. The rebound is driven by leverage funds rather than spot inflows, sustainability is doubtful, suggest light positions, strict stop losses, and avoid chasing highs.
2. Core variables to observe during the day: performance of tech stocks after US stock market opens, trend of the US dollar index and oil prices, latest fund flows of Bitcoin spot ETF.

免责声明：本文章仅代表作者个人观点，不代表本平台的立场和观点。本文章仅供信息分享，不构成对任何人的任何投资建议。用户与作者之间的任何争议，与本平台无关。如网页中刊载的文章或图片涉及侵权，请提供相关的权利证明和身份证明发送邮件到support@aicoin.com，本平台相关工作人员将会进行核查。