Today's Core News Summary (August 10, 2026)

1. Funding Situation: BTC ETF Ends with Five Consecutive Gains, Weekly Inflow Hits New High Since April
Last week, the U.S. Bitcoin spot ETF achieved a net inflow for five consecutive trading days, with a total weekly net inflow of $853.5 million, marking the largest single-week inflow since mid-April, ending a previous trend of eight consecutive weeks of net outflow. Among them, BlackRock's IBIT saw a weekly inflow of $693.6 million, contributing over 80% of the increase. The Ethereum spot ETF continued its inflow trend, with a weekly net inflow of $244.9 million, clearly indicating a trend of institutional capital flowing back to major mainstream coins, providing spot support for the market.

2. Liquidation Data: $50.4 Million Position Liquidated in 24 Hours, Shorts are the Main Losers
In the past 24 hours, the total liquidation amount across the market for futures exceeded $50.4 million, with concentrated short liquidation being the core characteristic: Bitcoin single-species liquidation amounted to $24.95 million, of which 74.11% were short positions; Ethereum liquidation totaled $18.84 million, with 60.57% being short positions; Solana liquidation reached $6.69 million, with a similarly high proportion of shorts. The short squeeze trend continues to drive mainstream coins to maintain a strong fluctuation pattern over the weekend.

3. Macroeconomic Situation: Non-Farm Payrolls Below Expectations Ignite Rate Cut Expectations, Favoring Phase Out
The U.S. July non-farm payroll data significantly fell short of expectations, showing negative job growth, causing the market to quickly raise pricing for a Federal Reserve interest rate cut in September. U.S. Treasury yields declined, and the dollar index weakened, creating a relatively loose liquidity environment for risk assets. After processing two trading days over the weekend, the favorable sentiment has already been partially priced in, with U.S. Treasury yields slightly stabilizing; the market lacks new macro positive catalysts and overall enters a phase of consolidation.

4. Industry and Technology: BIP-110 Upgrade Causes Disagreement, Clear Pressure from Locked Positions Above
The Bitcoin BIP-110 upgrade proposal has caused division within the community, with some developers believing it may alter the network consensus rules, creating a slight disturbance in market sentiment in the short term. On-chain data shows that investors holding coins for 1-3 months have an average holding cost of about $67,000, and those holding for 3-6 months have an average cost of about $72,000; the floating loss chips from these two categories will form phase selling pressure during the rebound process, with $67,000 being an important resistance level recently.

5. Sector Performance: Major Coins Fluctuate Narrowly, Altcoins and Small Caps Show Better Elasticity
The market exhibited a diverging pattern at the beginning of the week, with major coins such as Bitcoin and Ethereum fluctuating narrowly and volatility being low; Solana and PUMP showed better performance, with PUMP rising over 13% in 24 hours. Speculative sentiment was active in small cap altcoins. Bitcoin's market share remains at 57.2%, and with funds stabilizing mainstream coins, there's a slight spread toward higher elasticity assets.


Mainstream Coin Strategy and Entry Point References
Below 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 level remains above multiple short-term moving averages, with the rebound structure maintained; fierce long and short battles are occurring at the $65,000 key level, with a dense locked position above at $65,500-$66,000. Without significant volume expansion, a one-time breakthrough is temporarily difficult; treat the day as a range fluctuation.

• Key Support:
◦ First Support: $64,300 – $64,500 (short-term support and fluctuation center today)
◦ Strong Support: $63,800 – $64,000 (the watershed for longs and shorts; a breach will slow the rebound rhythm)

• Key Resistance:
◦ First Resistance: $65,300 – $65,500 (recent high point dense area)
◦ Strong Resistance: $66,000 (key level + mid-term locked area)

• Reference Thoughts:
◦ If stabilizing within the $64,200–$64,400 range, a light long position can be attempted, with a stop loss placed below $63,800

◦ If rebounding to the $65,300–$65,500 range under pressure, a short position can be entered, with a stop loss placed above $65,900

◦ If effectively stabilizing above $65,500 with increased volume, target around $66,000; if it falls below $63,800, remain cautious

2. Ethereum (ETH)
Market Qualitative Analysis: The price operates above the 50-day moving average, with short-term support solid; the 100-day moving average (about $1,925) forms short-term pressure, and the continuous inflow of ETF funds provides fundamental support. The overall trend is neutrally bullish, but there is insufficient independent upward momentum, primarily moving in conjunction with Bitcoin.

• Key Support:
◦ First Support: $1,895 – $1,900 (key level + short-term support today)
◦ Strong Support: $1,875 – $1,880 (near the 30-day moving average, boundary for longs and shorts)

• Key Resistance:
◦ First Resistance: $1,925 – $1,935 (pressure from the 100-day moving average)
◦ Strong Resistance: $1,945 – $1,955 (previous dense trading area)

• Reference Thoughts:
◦ If stabilizing within the $1,890–$1,900 range, a light long position can be attempted, with a stop loss placed below $1,870

◦ If rebounding to the $1,930–$1,940 range under pressure, a short position can be entered, with a stop loss placed above $1,950

◦ If effectively stabilizing above $1,935 with increased volume, target the $1,950-1,960 range

3. Solana (SOL)
Market Qualitative Analysis: The rebound elasticity surpasses that of BTC and ETH, with prices breaking through the recent fluctuation platform, where pressure around $75 changes to support; the recovery in on-chain meme activity combined with a restoration of market risk appetite leads to a strong market operation, though independence remains insufficient and requires synergy with the market.

• Key Support:
◦ First Support: $75.5 – $76.0 (original pressure turned support, short-term support today)
◦ Strong Support: $74.5 – $75.0 (boundary for longs and shorts; breaching will return to weak fluctuation)

• Key Resistance:
◦ First Resistance: $77.2 – $77.5 (near previous high points)
◦ Strong Resistance: $78.5 – $79.0 (mid-term dense trading area)

• Reference Thoughts:
◦ If stabilizing within the $75.3–$75.8 range, a light long position can be attempted, with a stop loss placed below $74.5

◦ If rebounding to the $77.0–$77.5 range under pressure, a short position can be entered, with a stop loss placed above $78.2

◦ If breaking through $77.5 with volume, target around $78.5; if falling below $74.5, avoid trading
Operational Reminder

1. Market liquidity gradually recovers at the beginning of the week, but pressure from locked positions above remains heavy. The sustainability of incremental funds is to be observed; light position operations and strict stop-loss measures are recommended to avoid blind high chasing.
2. Core observation variables for the day: performance of tech stocks in conjunction with U.S. stocks after the market opens, trends of the dollar index and U.S. Treasury yields, updates on cryptocurrency regulatory bills.

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