Odaily星球日报讯 10x Research 在其报告中表示，根据历史数据，比特币的回报率在 8 月份趋于平缓，9 月份则有所下降。然而，美国利率政策的利好因素、通胀下降和选举日程可能会缓冲 8 月份 10 亿美元代币解锁带来的下行压力。比特币市占率正在创造这个周期的新高，具有显著的影响。 其表示，预计比特币最终会创下新高，但可能需要“宏观”层面的助力，比如美联储预期的降息或另一剂较低的通胀。当比特币价格接近区间顶部时，交易员必须保持观察。8 月 1 日的美联储利率决议和 8 月 14 日的 CPI 报告将至关重要。

Odaily星球日报讯 10x Research 在其报告中表示，根据历史数据，比特币的回报率在 8 月份趋于平缓，9 月份则有所下降。然而，美国利率政策的利好因素、通胀下降和选举日程可能会缓冲 8 月份 10 亿美元代币解锁带来的下行压力。比特币市占率正在创造这个周期的新高，具有显著的影响。其表示，预计比特币最终会创下新高，但可能需要“宏观”层面的助力，比如美联储预期的降息或另一剂较低的通胀。当比特币价格接近区间顶部时，交易员必须保持观察。8 月 1 日的美联储利率决议和 8 月 14 日的 CPI 报告将至关重要。

10x Research：预计比特币最终会创下新高，但需宏观因素提供助力

Odaily reports that according to a report by 10x Research, based on historical data, Bitcoin's returns have been trending flat in August and have declined somewhat in September. However, the positive factors of US interest rate policy, declining inflation, and the election schedule may cushion the downward pressure from the $1 billion token unlocking in August. Bitcoin's market share is creating new highs in this cycle, with significant impact. It states that Bitcoin is expected to eventually set new highs, but may require "macroeconomic" support, such as the expected rate cuts by the Federal Reserve or another dose of lower inflation. When Bitcoin's price approaches the top of the range, traders must remain observant. The Federal Reserve's interest rate decision on August 1 and the CPI report on August 14 will be crucial.

Odaily Odaily News 10x Research said in its report that according to historical data, Bitcoin&#39;s returns flattened in August and fell in September. However, positive factors in US interest rate policy, falling inflation and the election calendar may buffer the downward pressure from the unlocking of $1 billion in tokens in August. Bitcoin&#39;s market share is creating a new high for this cycle, with a significant impact. It said that Bitcoin is expected to set a new high eventually, but it may need a &quot;macro&quot; level of support, such as the Federal Reserve&#39;s expected rate cuts or another dose of lower inflation. Traders must keep watching as Bitcoin prices approach the top of the range. The Federal Reserve&#39;s interest rate decision on August 1 and the CPI report on August 14 will be crucial.

10x Research: Forecasts that Bitcoin will ultimately reach a new high, but will require macro factors to provide support.

The overnight momentum of Friday ["7.26 Crypto Market Insider: Strong Upward Surge, BTC Approaches 68k"] did not diminish, as BTC continued to maintain an upward surge, firmly holding above 68k, echoing the upcoming "Bitcoin 2024" conference, seemingly breaking the "sell-the-news" curse of the crypto market.

With the strong upward surge in BTC price, the STH (short-term holders) seem to have "made it" again. Most of their positions have also started to recover to profitability. Looking at the perpetual contract funding rate data, as shown in the image below, in fact, from last year, that is, from August 2023 until now, July 2024, the...

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Odaily reports that in a recent analysis report, 10x Research CEO Markus Thielen wrote: "No one wants to short Bitcoin on the weekend." He explained that Trump is expected to announce a plan for a Bitcoin strategic reserve at the Bitcoin conference on July 27 (if he is elected president in November). Thielen believes that futures traders are not shorting Bitcoin because they are concerned that the price may surge due to this news.