$BTC

Bitcoin Short-term Trend

Current Price $114,490.95 (↑0.54%), but down 3.62% in the last 7 days, in a weak consolidation. The market is dominated by sellers, with obvious selling pressure, retail trading is active but major players are not buying, lacking strong buying support.
Resistance Level $118,000-$120,000, if it cannot break through, bears may gain strength; Support Level $110,000, breaking below may trigger a chain liquidation.
Recent rebound only cleared a small amount of short positions, leverage levels are cautious, and market enthusiasm is cooling down.

Operational Window

Signals for reducing positions and waiting have strengthened: whales are depositing large amounts of coins to exchanges, distributing high risk; MVRV ratio is 2.23, price may be overvalued.
Net outflow of 3,264 BTC from exchanges in 24 hours, some investors are exiting, intensifying the long-short battle. Derivative liquidity is shrinking, main funds have not concentrated on entry, price may oscillate at high levels or test the bottom, short-term should be light positions.

Macroeconomic Briefing

  1. US July Non-Farm Payroll data is poor, strengthening expectations for a rate cut in September (probability 65%), favorable for risk assets, but Trump's firing of the Bureau of Labor Statistics director raises concerns about data credibility.

  2. On August 7, the US increased tariffs on Switzerland by 39%, temporarily suppressing risk appetite, but may boost inflation in the medium to long term, favorable for safe-haven assets.

  3. Market Greed Index is rising, Bitcoin has a high correlation with gold (0.85), daily MACD golden cross, breaking $120,000 may accelerate upward. Beware of the US strengthening regulations on foreign capital gains tax.

Must-watch events

  1. On August 7, US tariffs on Switzerland took effect, beware of market volatility.

  2. On August 8] US July CPI data, affecting the Federal Reserve's rate cut decision, inflation exceeding expectations may suppress BTC.

  3. [Medium-term Risks] Changes in Federal Reserve personnel, credibility crisis of economic data.


Strategy Recommendations

Aggressive: Light positions for short-term, chase longs with small positions if breaking $118,000, stop loss or follow shorts if breaking $110,000.
Conservative: Wait and see, decide after the August 8 CPI data, if price stabilizes below $114,000, may consider small positions for low absorption (set stop loss).
No position: Patiently wait, re-enter after this week's events conclude.

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