1. Today's Core News Summary (August 7, 2026)

1. Funding Situation: Continuous net inflow for BTC and ETH ETFs for three days, with BlackRock accounting for 80% of the increase
As of August 6, Eastern Time, the total net inflow for U.S. Bitcoin spot ETFs reached $137.6 million, and Ethereum spot ETFs had a net inflow of $92.1 million, continuing a three-day rising trend. Among them, BlackRock's IBIT single product attracted $128.3 million, contributing over 90% of the net increase in Bitcoin ETFs; BlackRock's ETHA saw inflows of $81.1 million, accounting for nearly 90% of Ethereum ETF inflow. Institutional funds are highly concentrated in top products, providing spot support for mainstream coins.

2. Sentiment and Liquidity: Caution increasing towards the end of the week, derivative trading volume declines
The market became cautious on Friday, with total derivative trading volume down about 15% from mid-week. The funding rate for perpetual contracts remained slightly positive, and the long-short ratio stayed in a neutral range. The crypto fear and greed index is still in the fear range, with insufficient willingness to chase prices higher, and funds are inclined to sell high and buy low at key levels, with overall focus on existing positions and no clear trending market.

3. Sector Performance: Mainstream coins show narrow divergence, with structural activity in specific sectors
The market shows significant internal divergence, with Polygon (MATIC) leading mainstream coins with over 2.5% daily gains, while DOT, ADA, and other public chain coins slightly followed suit; XRP led the decline with over 3% drop, with Solana, AVAX, and other elastic coins weakening simultaneously. Small-cap coins exhibit polarization, with Lighter showing over 9% daily gains, while some lower-tier coins suffered over 10% drops, indicating both risks and opportunities in the market.

4. Macroeconomic Factors: Interest rate cut expectations continue, and risk assets remain stable overall
The market continues to speculate on the Federal Reserve's interest rate cut path in September. U.S. Treasury yields have maintained narrow fluctuations, with the dollar index around the 101 level. U.S. tech stocks overall remain stable, maintaining high correlation with the crypto market, while macro liquidity expectations have become an important external variable for market actions. No significant macro data is released this week, as the market awaits next week's inflation data for clearer guidance.

Mainstream Coin Strategies and Entry Points Reference
The following is a technical analysis summary for market perspective reference only and does not constitute any trading advice.

1. Bitcoin (BTC)
Market Qualitative Analysis: The 4-hour chart shows a narrow fluctuation range between $62,500 and $64,800, currently near the upper boundary of the range, the 50-day moving average (around $64,600) acts as short-term resistance; $64,000 is the first support level for the day, and the lower boundary of the range at $62,500 is a medium-term bullish-bearish dividing line, with insufficient volume making it difficult to break the range.

• Key Support:
◦ First Support: $63,900 – $64,000 (short-term support for the day, round number)
◦ Strong Support: $63,200 – $63,300 (mid-range consolidation center, bullish-bearish boundary)

• Key Resistance:
◦ First Resistance: $64,600 – $64,700 (50-day moving average resistance + recent high)
◦ Strong Resistance: $65,000 – $65,200 (round number + previous high transaction zone)

• Reference Thoughts:

◦ A pullback to the $63,300–$64,000 range with stabilization can be a light-position long opportunity, with stop-loss set below $63,400

◦ A rebound to the $64,800–$65,000 range facing pressure can be a short opportunity, with stop-loss set above $65,200

◦ With limited volatility towards the week’s end, focus on trading within the range by selling high and buying low, avoiding heavy bets on breakouts.

2. Ethereum (ETH)
Market Qualitative Analysis: Narrow fluctuations around the $1,900 round number, with the 4-hour Bollinger Bands continuously tightening, indicating compressed volatility and balanced short-term bullish-bearish forces; persistent inflow from ETFs provides fundamental support, but there is significant resistance from moving averages at $1,930-$1,940 above, making independent market actions difficult short-term, primarily correlated with Bitcoin.

• Key Support:
◦ First Support: $1,885 – $1,890 (short-term support for the day)
◦ Strong Support: $1,860 – $1,865 (lower boundary of the consolidation platform, bullish-bearish boundary)

• Key Resistance:
◦ First Resistance: $1,915 – $1,920 (daily high pressure)
◦ Strong Resistance: $1,935 – $1,945 (100-day moving average resistance)

• Day Reference Thoughts:
◦ A pullback to the $1,880–$1,890 range with stabilization can be a light-position long opportunity, with a stop-loss set below $1,865

◦ A rebound to the $1,920–$1,930 range facing pressure can be a short opportunity, with a stop-loss set above $1,940

◦ If it effectively manages to stabilize above $1,925 with volume, look towards the $1,935-$1,945 range; if it breaks below $1,860, adopt a wait-and-see approach.

3. Solana (SOL)
Market Qualitative Analysis: Performance is weaker than BTC and ETH, with heavy selling pressure above $74, short-term rebound momentum is diminishing, overall moving within the $72-$75 fluctuation range; on-chain activity is flat, ETF funds' inflow intensity is limited, lacking independent catalysts, the market highly depends on broader trends, treated with a weak fluctuation approach.

• Key Support:
◦ First Support: $72.8 – $73.0 (short-term support for the day)
◦ Strong Support: $72.0 – $72.3 (lower boundary of the range; breaking below returns to weak trend)

• Key Resistance:
◦ First Resistance: $74.0 – $74.3 (daily rebound pressure point)
◦ Strong Resistance: $75.0 – $75.3 (previous high transaction zone)

• Reference Thoughts:
◦ A pullback to the $72.7–$73.0 range with stabilization can be a light-position long opportunity, with a stop-loss set below $72.0

◦ A rebound to the $74.0–$74.4 range facing pressure can be a short opportunity, with a stop-loss set above $75.0

◦ If it breaks below $72, it's advised to avoid entering and not rush to buy the dip; wait for a volume breakout above $75 before following the trend.
Operation Supplementary Reminder

1. Friday is the end of the week, with a strong desire to realize profits, and with reduced volume, false breakouts are likely to occur. Light-position trading and strict stop-losses are advised to minimize risk from holding positions over the weekend.
2. Core variables to observe during the day: performance of U.S. stock market close, final funding data for Bitcoin and Ethereum ETFs, potential regulatory and geopolitical news over the weekend.

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