Wall Street community live broadcast: staged bottom fishing, completely reasonable, follow the live broadcast to bring you in

华尔街社区
华尔街社区|Feb 04, 2026 14:00
Click on the link to enter the meeting: https://meeting.tencent.com/p/7456554739 Short term fund outflows are significant, with large Bitcoin ETFs such as IBIT experiencing significant net outflows. However, long-term institutions are still increasing their holdings, with BlackRock's holdings increasing by 4.26% in 24 hours and MicroStrategy's increasing by 4.19%. Their average holding cost for Bitcoin is $76037, and the current price is briefly below this cost, triggering bottom fishing discussions. 1. BTC and mainstream coin trends: BTC hit a intraday low of $74000+, forming a double bottom with the previous low and then weakly rebounding. 2. The Federal Reserve's interest rate meeting was hawkish: Last week, the Fed kept interest rates unchanged, and officials predicted only one rate cut in 2026. The market's previous expectations of rapid easing fell through, and the attractiveness of non interest bearing assets decreased, putting pressure on cryptocurrencies such as Ethereum. 3. Internal market fragility: leverage trampling and technological breakthrough (1) High leverage concentrated liquidation: The market saw a significant increase in the early stage (Ethereum rose from $1500 to $2700), and the FOMO sentiment of retail investors pushed up leverage, triggering a "buy more, buy more" price correction. According to Coinglass data, over 420000 people liquidated their positions within 24 hours, with a liquidation amount of approximately 2.559 billion US dollars, further amplifying the decline. (2) Institutional fund outflow: The continuous net outflow of spot ETFs indicates that institutional investors have reduced their holdings. On chain data shows losses for long-term holders, market confidence is shaken, and funds are shifting from cryptocurrency assets to traditional safe haven assets. No significant funds have entered the market 4. Key technical positions at present Strong resistance level: $2350-2400 range (previous support converted into resistance, which is also an important psychological barrier). Strong support level: 2150-2200 USD area (long-term trend line or earlier support platform). BTC technology position: pressure of $79000-80000; Support $74000-75000 Today's live broadcast will mainly explain the ideas of the panel and deviate from the teaching techniques. Welcome to discuss in the live broadcast room! Disclaimer: The above content only represents the author's personal opinion and is intended to assist investors in understanding information related to the capital market. It does not constitute any investment advice and does not represent the position or viewpoint of AiCoin. The market is risky and investments should be made with caution.
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