Odaily星球日报讯 QCP Capital 发文称，美国 CPI 数据符合预期，市场目前预计降息 25 个基点的预期为 62.5%，而 CPI 公布前为 47.5%；较弱的 CPI 数据导致股票和加密货币立即出现下意识反应，加密货币反弹是短暂的，在美国政府地址向 Coinbase Prime 转移 1 万枚 BTC 和 Jump 售出 17,000 ETH 的背景下，市场出现下跌。

QCP Capital：较弱的CPI数据导致加密货币市场出现下意识反应

Odaily Odaily reported that QCP Capital published an article stating that the US CPI data was in line with expectations. The market currently expects a 25 basis point rate cut at 62.5%, compared with 47.5% before the CPI was announced. The weaker CPI data caused an immediate knee-jerk reaction in stocks and cryptocurrencies. The cryptocurrency rebound was short-lived. The market fell against the backdrop of the US government address transferring 10,000 BTC to Coinbase Prime and Jump selling 17,000 ETH.

QCP Capital: Weaker CPI data leads to knee-jerk reaction in crypto markets

According to the latest report from QCP Capital, the Japanese stock market has rebounded to the pre-crash level today. However, investors still need to remain cautious before the release of the US CPI data this week. The market will focus on the inflation data to determine whether the Federal Reserve will cut rates by 50 basis points or 25 basis points in September, with the probability currently being equal. Additionally, the cumulative inflow of the ETH spot ETF has exceeded $901 million after a net inflow yesterday. It is worth noting that Grayscale has achieved zero outflow for the first time, which provides strong support for the ETH price and may become a catalyst for a stronger recovery of ETH.

QCP Capital: The Japanese stock market has rebounded to the pre-crash level.

Odaily reports that QCP Capital has published an analysis stating that BTC has regained the $60,000 level and stabilized at this level, completely reversing last Monday's sell-off. Last night, a suspected Bitgo address transferred $2 billion worth of Mt. Gox's BTC, but the BTC price even rose, which may indicate that the market is beginning to ignore this supply factor. The ETH spot ETF continues to attract inflows, rising for two consecutive days, and attracted a net inflow of $24.3 million on Tuesday.

QCP Capital: Crypto Market May Be Starting to Ignore Mt. Gox Impact

Yesterday (14AUG) saw the highlight of the week - the release of the US CPI data. The data showed that the seasonally adjusted CPI year-on-year rate in the US at the end of July was 2.9%. There was a large demand for put options protection in the medium-term BTC, leading to an overall decline in the risky front-end.