August 1, 2025 Daily Analysis of the Cryptocurrency Market
🧭 Macroeconomic Overview
The Federal Reserve keeps interest rates unchanged, but expectations for rate cuts are rising, with CME indicating a 68% chance of a rate cut in September. The U.S. dollar index has fallen to 99.4, improving sentiment for risk assets.
BTC ETFs continue to see net inflows, accumulating over $2.7 billion by the end of July, providing solid support for the market.
₿ $BTC Bitcoin
Current Price: $118,600
Technical Pattern: High-level consolidation, range 117000~120000 sideways
Support: 117000 / 115000
Resistance: 123000 / 130000
📈 Enhanced ETF net inflow, on-chain activity warming up
✅ Strategy Recommendation: Try going long around 117000; if it breaks 123K, increase positions; maintain long structure if it retraces without breaking.
$ETH Ethereum
Current Price: $3,840
Resistance: 3940-4000, Support: 3720/3510
📉 Structure lags behind BTC, but funds are flowing in continuously
✅ Strategy Recommendation: Short near 3940 for a trial position; accumulate at 3510 for a rebound.
🌐 $SOL Solana
Current Price: $187
Strong structure, maintaining leading position
Support 180 / Resistance 195~200
✅ Strategy: Hold 180 and go long on dips; if it breaks 195, increase positions looking towards 200.
🔍 Hot Coin Tracking
$WIF (Solana Meme): Support 0.27, in the accumulation phase;
$JUP (Jupiter): On-chain activity rising, with expected speculation, watch for stabilization.
📉 On-chain and Funding Radar
BTC exchange net outflow +12K, on-chain SOPR is relatively strong
ETH whale holdings have reached a yearly high, with funds leaning towards medium to long-term positions
OI warming up, futures market leaning towards long direction
🎯 Summary of Operational Rhythm
Coin Type Current Status Strategy Recommendation
BTC High-level consolidation Go long if it retraces without breaking
ETH Rebound accumulation Range trading
SOL Strong bullish Hold 180 and go long, chase 195
DOGE No trend Can wait for 0.20 to accumulate
📆 Attention for Tomorrow
Update on ETH spot ETF net subscription data
10:00 AM Eastern Time announcement of ISM Manufacturing PMI
The above content is not investment advice; please pay attention to risk management.
Ready to perform point analysis for contract orders; feel free to point out any shortcomings. Below are the point orders given by the quantitative system last night, but they are ultra-short-term; currently, I am not taking ultra-short, as I worry you might not keep up; first, I will share daily-level points
#BTC #ETH
