QCP Capital 发文表示，BTC 在下半年初从 60,000 美元区域反弹至 63,700 美元，上周曾短暂跌破 60,000 支撑位。BTC 现货 ETF 上周五净流入 7300 万美元，为两周来最高单日流入量。根据季节性数据，BTC 在 7 月的中位回报率为 9.6%，尤其是在 6 月份负回报（-9.85%）后反弹强劲。QCP Capital 的期权交易部门上周五也观察到为月底上涨做准...

<div>QCP Capital 发文表示，BTC 在下半年初从 60,000 美元区域反弹至 63,700 美元，上周曾短暂跌破 60,000 支撑位。BTC 现货 ETF 上周五净流入 7300 万美元，为两周来最高单日流入量。根据季节性数据，BTC 在 7 月的中位回报率为 9.6%，尤其是在 6 月份负回报（-9.85%）后反弹强劲。QCP Capital 的期权交易部门上周五也观察到为月底上涨做准备的资金流动，可能是预期 ETH 现货 ETF 的推出。所有迹象都表明 7 月份将是一个看涨的月份。<div> </div><br><br></div>

QCP Capital：各种迹象表明 7 月份强烈看涨

QCP Capital said in a post that BTC rebounded from the $60,000 area to $63,700 at the beginning of the second half of the year, and briefly fell below the $60,000 support level last week. BTC spot ETFs saw a net inflow of $73 million last Friday, the highest single-day inflow in two weeks. According to seasonal data, BTC had a median return of 9.6% in July, especially after a negative return (-9.85%) in June. QCP Capital's options trading department also observed last Friday that it was preparing for a month-end rise...

<div>QCP Capital said in a post that BTC rebounded from the $60,000 area to $63,700 at the beginning of the second half of the year, and briefly fell below the $60,000 support level last week. The BTC spot ETF had a net inflow of $73 million last Friday, the highest single-day inflow in two weeks. According to seasonal data, BTC had a median return of 9.6% in July, especially after a negative return in June (-9.85%). QCP Capital&#39;s options trading department also observed capital flows last Friday in preparation for a month-end rally, possibly in anticipation of the launch of the ETH spot ETF. All signs point to July being a bullish month.<div></div><br><br></div>

QCP Capital: All signs point to a strong bullish July

This week, the three major macro data of the United States were released, which are generally favorable to the expectation of interest rate cuts. However, after the release of CPI data, Bitcoin only received the favor for a short time, breaking through 70,000 at one point, and then went down all the way.
Compared with other markets, Bitcoin's performance is not surprising. In addition to the strong and continuous rise of the three AI giants Nvidia, Microsoft and Apple in the US stock market, other heavyweight stocks performed mediocrely. Data shows that although the S&P index hit a record high four times in a row last week, the equal-weighted S&P has not changed in the past four months.
There are still three factors that are not favorable to Bitcoin: from the perspective of currency attributes, it faces strong...

Dehydrated view: Macro benefits are not evenly distributed

The overall cryptocurrency market, including Bitcoin, began a long-awaited rebound last night, with Bitcoin rising back to the $63,500 level, while Ethereum also climbed back above $3,500. In the past 24 hours, a total of 36,367 people were liquidated, with a total liquidation amount of US$115 million.
Among all currencies, the track with the strongest rebound is the interoperability concept sector, including: LayerZero (ZRO), Wormhole (W), Axelar (AXL), ZetaChain (ZETA), etc...

Happy Monday! Bitcoin rebounds above 63,500 magnesium, this track has the strongest rebound

Highlights of this issue:
1. Ethereum call options see large buy orders
2. Four major drivers influence the market
01
X Viewpoint
1.Lin Sister @Deribit (@LinChen91162689): ETH call options see large buy orders, is ETF coming?
ETH's 4000 call options expiring at the end of September, a large single purchase of 30,500 ETH, paid $12.23 million!
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2.Ki Young Ju (@ki_young_ju): The market may see a large number of sell orders
#Bitcoin ...