1. Today's Core News Summary (August 6, 2026)

1. Capital Market: BTC and ETH ETFs Both See Net Inflows, BlackRock Captures 80% of Increment
Yesterday, the total net inflow for Bitcoin spot ETFs in the US reached $244 million, ending the previous divergent pattern, with BlackRock’s IBIT single product inflow of $196.8 million contributing over 80% of the capital increment; Ethereum spot ETFs recorded a simultaneous net inflow of $60.8 million, with BlackRock’s ETHA leading at $50.3 million. The trend of institutional capital favoring leading products and Ethereum continues, providing spot support for the market.

2. Regulatory Environment: CLARITY Act Further Delayed, Legislative Resistance Still Exists but Price Resilience Highlights
The voting schedule for the US Senate's “CLARITY Act” has been postponed again, with Senator Hawley clearly stating opposition citing community bank risks, indicating that the bill still faces substantial legislative resistance and market expectations for regulatory benefits are gradually cooling. However, BTC and ETH did not experience significant selling pressure; instead, they rebounded based on capital support, reflecting that short-term position adjustments and capital influence are stronger than policy expectations.

3. Liquidation and Sentiment: $235 Million in Shorts Cleared, Short Squeeze Drives Market Rebound
In the past 24 hours, the total short liquidation across the market was approximately $235 million, with concentrated stop-loss orders directly driving a rebound in mainstream coins, where Ethereum’s short squeeze was stronger than Bitcoin’s. The total market capitalization of the crypto market rose to $2.29 trillion, with a 24-hour increase of about 0.9%, panic sentiment showing marginal recovery, but overall still in a cautious range with insufficient willingness to chase highs.

4. Macro Geopolitical: Hormuz Negotiations Advance, Overall Stabilization of Risk Assets
The negotiations for the security agreement in the Strait of Hormuz have made rapid progress, significantly easing oil supply risks, with oil prices maintaining low fluctuations and inflation concerns further cooling down. Overall, global risk assets are stabilizing, with US stocks continuing to reach new historical highs, and the correlation between Bitcoin and US stocks remaining high, with macro liquidity easing expectations providing external support for the crypto market.

5. Sector Performance: ETH Leads Mainstream, Altcoins Show Increased Divergence
The market presents a pattern of “stability in mainstream and divergence in altcoins”, with Ethereum leading the top mainstream coins with an increase of over 2%, the XRP ecosystem and Wrapped Token sectors performing well; the DeFi sector overall fell by 38.7%, with stablecoin market cap decreasing slightly by 5%, as capital continues to concentrate towards leading mainstream targets, and a bullish trend in small-cap coins has not yet emerged.

Mainstream Coin Strategy and Entry Reference
Below is a technical analysis summary for reference of market views, not constituting any trading advice.
1. Bitcoin (BTC)
Market Qualitative Analysis: The 4-hour chart oscillates upwards along the upper Bollinger Band, with short-term moving averages in a bullish arrangement, and support forming near $63,800; however, there is significant resistance at $64,800-$65,000 due to trapped positions, and the volume has not significantly increased, suggesting a strategy of buying on dips and high-volume selling on range tops.

• Key Support:
◦ First Support: $63,900 – $64,000 (short-term support for intraday trading, near the middle Bollinger Band)
◦ Strong Support: $63,400 – $63,500 (the dividing line for bulls and bears, breaking below could slow rebound rhythm)

• Key Resistance:
◦ First Resistance: $64,700 – $64,800 (intraday high + previous high volume area)
◦ Strong Resistance: $65,200 – $65,300 (mid-term trapped area)

• Reference Strategy:
◦ If it stabilizes on a dip at $63,500-$63,800, a small position can be tested for longs, with stop-loss placed below $63,400.

◦ If it rebounds to the $64,800-$65,100 area and faces pressure, a short position can be taken, with stop-loss placed above $65,300.

◦ If significant volume consolidates above $64,900, the target can be seen around $65,300; if falling below $63,400, then a cautious approach is advisable.

2. Ethereum (ETH)
Market Qualitative Analysis: The short-term rebound structure is intact, stabilizing above the 7-day moving average, with strong support forming in the $1,850-$1,860 range; continuous inflows into ETFs combined with short squeezes result in strength surpassing Bitcoin, with $1,900 being a short-term psychological level, and a breakthrough may open up upward space.

• Key Support:
◦ First Support: $1,880 – $1,885 (short-term intraday support)
◦ Strong Support: $1,855 – $1,865 (the dividing line for bulls and bears, breaking below could slow rebound rhythm)

• Key Resistance:
◦ First Resistance: $1,905 – $1,910 (round number + intraday high)
◦ Strong Resistance: $1,935 – $1,945 (suppressing the 100-day moving average)

• Reference Strategy:
◦ If it stabilizes on a dip at $1,860-$1,870, a small position can be tested for longs, with stop-loss placed below $1,855.

◦ If it rebounds to the $1,910-$1,920 area and faces pressure, a short position can be taken, with stop-loss placed above $1,930.

◦ If significant volume consolidates above $1,915, the target can be seen around $1,935-$1,945.

3. Solana (SOL)

Market Qualitative Analysis: It is gently recovering along with the overall market, pricing above short-term moving averages, with effective support near $73, but the rebound momentum is weaker than ETH, lacking independent catalysts; overall maintaining a range-bound oscillation pattern, with operations treated based on large market movements.

• Key Support:
◦ First Support: $73.2 – $73.5 (short-term intraday support)
◦ Strong Support: $72.3 – $72.6 (the dividing line for bulls and bears, breaking below could lead back to weakness)

• Key Resistance:
◦ First Resistance: $74.5 – $74.8 (intraday rebound pressure area)
◦ Strong Resistance: $75.5 – $75.8 (previous high volume area)

• Reference Strategy:
◦ If it stabilizes on a dip at $72.0-$72.5, a small position can be tested for longs, with stop-loss placed below $72.0.

◦ If it rebounds to the $74.5-$75 area and faces pressure, a short position can be taken, with stop-loss placed above $75.5.

◦ If it breaks through $75.0 with volume, the target can be seen around $75.8; if falling below $72.3, then it should be avoided.
Operational Supplementary Reminders

1. The market rebound is driven jointly by ETF funds and a short liquidation, with spot volume not yet fully released, posing a higher risk of chasing highs, recommending light positions and strict stop-losses.
2. Core Observational Variables for the Day: Performance linked to the US stock opening, real-time capital flow for Bitcoin and Ethereum ETFs, the latest developments in crypto regulatory bills.

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