1. Today's core news summary (August 4, 2026)

1. Macro geopolitics: Airstrike cancellation eases risk appetite, oil prices retreat supporting risk assets
Trump announced the cancellation of military strike plans against Iran, leading to a temporary cooling in Middle Eastern geopolitical conflicts. International oil prices continued to decline, further easing market worries about inflation rebound. The three major U.S. stock indices rebounded collectively, global risk appetite marginally improved, and Bitcoin quickly surged after dipping to a low of $62300, with short sellers initiating stop losses, becoming a direct driver of the rebound.

2. Security incidents: Hardware wallet vulnerability leads to 1755 BTC stolen, triggering industry security alerts
The well-known hardware wallet Coldcard was reported to have a random number generation flaw, allowing attackers to deduce user mnemonic phrases. As of now, over 1755 Bitcoins, worth approximately $110 million, have been stolen from around 5000 affected wallets. This incident has sparked discussions about the security of cold wallets in the market, causing minor disturbances in holding sentiment in the short term but not triggering systemic sell-offs.

3. Funds and clearing: Short positions continue to be squeezed, $250 million leveraged positions cleared
In the past 24 hours, approximately $256 million was liquidated across the market, with $143 million from short positions and $113 million from long positions. The single Bitcoin short position liquidation reached $50.39 million, continuing the short squeeze market. After the washout, market leverage levels remained neutral, and perpetual contract funding rates slightly turned positive, marginally repairing long sentiment.

4. ETF funds: Net inflow for two consecutive days, BlackRock solely supports BTC inflow in the market
The U.S. Bitcoin spot ETF has realized net inflows for two consecutive trading days, with a net inflow of $233 million on August 1, of which BlackRock's IBIT single product accounted for $183 million, contributing to nearly 80% of the increase. Ethereum and Solana spot ETFs also recorded positive capital inflows, showing a differentiated characteristic of institutional capital with "concentration in leaders and warming in Altcoins."

5. Sector performance: Public chain sector leads the rally, structural market trend dominates
The market overall shows a broad-based upward repair but with an internal differentiation pattern: Avalanche (AVAX) surged over 4.5% in a day, leading mainstream coins, with interoperability sectors such as Cosmos (ATOM) and Polkadot (DOT) also showing strong gains; altcoins were partially active, with Robinhood ecosystem tokens surging over 400% in a single day. Bitcoin's market share maintains around 56%, with obvious signs of capital rotation towards segmented tracks.

Mainstream coin strategies and entry points reference

1. Bitcoin (BTC)
Market characterization: The 4-hour level completed a bottom rebound, holding the critical support at $62000, with the short-term rebound structure remaining intact; $64000 above is the first resistance level for the day, difficult to break through once without significant volume increase, treat as range fluctuations for the day.

• Key support:
◦ First support: $63300 – $63400 (day range pivot, short-term holding position)
◦ Strong support: $62700 – $62800 (bull-bear dividing line, breaking below slows the rebound rhythm)

• Key resistance:
◦ First resistance: $64000 – $64100 (integer mark + daily high pressure)
◦ Strong resistance: $64600 – $64800 (7-day moving average pressure + previous dense trading area)

• Reference ideas:
◦ If stabilizing after a pullback in the $63200–$63400 range, can lightly test long positions, with stop loss placed below $62800
◦ If the rebound faces pressure at $64000–$64200, can short, with stop loss placed above $64600

◦ If effectively standing above $64200 with volume increase, can look towards the $64600–$64800 range; if breaking below $62700, mainly observe.

2. Ethereum (ETH)
Market characterization: Rebound momentum weaker than Bitcoin, with support near $1850 remaining effective, but heavy pressure at the integer mark of $1900 above, marginal decline in ETF fund inflow intensity, short-term trend shifted from leading to following, overall in a stage of fluctuation and repair.

• Key support:
◦ First support: $1850 – $1855 (day short-term holding position)
◦ Strong support: $1835 – $1840 (bull-bear dividing line, breaking below returns to weak fluctuations)

• Key resistance:
◦ First resistance: $1880 – $1885 (day rebound pressure point)
◦ Strong resistance: $1900 – $1910 (integer mark + moving average pressure)

• Reference ideas:
◦ If stabilizing after a pullback in the $1835–$1845 range, can lightly test long positions, with stop loss placed below $1830
◦ If the rebound faces pressure at $1880–$1890, can short, with stop loss placed above $1905

◦ If effectively standing above $1900, can look towards $1930; if breaking below $1835, mainly avoid.

3. Solana (SOL)
Market characterization: Following the market for synchronized recovery, support confirmed near $72, short-term rebound structure is neutral; on-chain activity is dull, slight inflow of ETF funds but limited in intensity, lack of independence in the market, overall maintaining a range fluctuation pattern.

• Key support:
◦ First support: $73.0 – $73.2 (day short-term holding position)
◦ Strong support: $72.0 – $72.3 (bull-bear dividing line, breaking below returns to weakness)

• Key resistance:
◦ First resistance: $74.2 – $74.5 (day rebound pressure point)
◦ Strong resistance: $75.0 – $75.3 (previous dense trading area)

• Reference ideas:
◦ If stabilizing after a pullback in the $71.8–$72.2 range, can lightly test long positions, with stop loss placed below $71.2

◦ If the rebound faces pressure in the $74.2–$74.6 range, can short, with stop loss placed above $75.5

◦ If breaking through $74.6 with volume, can look towards $75.3; if breaking below $72, mainly observe.
Additional operational reminders

1. Geopolitical situations still have possibilities of fluctuation, and market volume is insufficient, the sustainability of the rebound is questionable, it is recommended to operate lightly, set strict stop losses, and avoid chasing highs.
2. Key variables to observe during the day: performance of tech stocks after U.S. stock market opens, movement of the U.S. dollar index, latest fund flow in Bitcoin ETFs.

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