BTC 跌破 81500 美元关口

According to Onchain Lens monitoring, a whale unlocked 63081.6 SOLs (worth approximately $7.49 million) after 1.6 years of dormancy and deposited them on the Kraken exchange. It is reported that the whale profited approximately $6.2 million from this operation.

Matrixport's latest investment research points out that US President Trump recently announced a new round of tariff measures, and although the stock market has experienced some pullback, the market response has been relatively mild, indicating that the current situation has not yet been seen as a comprehensive "risk aversion" event. The price of Bitcoin is currently stuck in the key resistance zone of $90000, and buying interest remains relatively low. The Federal Reserve has a neutral stance, and the contraction of basis and financing rates indicates that arbitrage selling pressure may weaken. The analysis also mentioned that the US earnings season is approaching, and coupled with the recent decline of the ISM manufacturing index to a contraction range, the market may face further weakness. At the same time, the skewness rate of Bitcoin options soared to 20% at one point, reflecting an increased demand for downside protection around $80000 in the market. However, as tariff concerns gradually weaken, the skewness rate has fallen back to 9%. Matrixport believes that Trump may stabilize market sentiment through policies such as tax cuts or regulatory easing, which could create a more favorable investment environment for the manufacturing industry's return plan. Changes in market sentiment may trigger moderate buying, and investors need to pay attention to the potential impact of tariff policies on the cryptocurrency market.

BlockBeats News: On April 4th, Coindesk analyst Omkar Godbole stated that Bitcoin (BTC) bulls may be in a situation where they will benefit regardless of the outcome, meaning that regardless of the strength of the labor market shown by employment data, Bitcoin bulls may become the ultimate winners. This special situation stems from President Trump's comprehensive tariff policy announced on Wednesday, and forward-looking markets have begun to price the risk of economic recession and the expectation of the Federal Reserve cutting interest rates. Therefore, even if the non farm payroll data is stronger than expected (usually boosting the US dollar and suppressing risky assets such as BTC), the market may consider it outdated information, and any BTC decline caused by strong data may quickly reverse and eventually turn into an increase. On the contrary, if the data is weak, it will only exacerbate recession concerns, strengthen expectations of Fed interest rate cuts, and reignite risk appetite in financial markets. BlockBeats note: Non farm payroll data will be released tonight at 20:30 Beijing time.

According to DefiLlama data, the total lock up volume (TVL) of DeFi has decreased by over 30% from its high of $137 billion in December last year, and is currently at $94.5 billion, hitting a recent low of $88 billion last month. Analysts believe that this decline is mainly influenced by macroeconomic pressures and the immaturity of the DeFi ecosystem. Kronos Research CIO Vincent Liu stated that market uncertainty has led to a decline in user confidence, a decrease in active addresses in the cryptocurrency market, price corrections, and intensified competition in other blockchain markets, further exacerbating this trend. In addition, US President Trump's trade tariff policies and inflation concerns have also weakened the previous cryptocurrency bull market sentiment. The price of Bitcoin has dropped from a high of $108000 in January to around $83000 currently, while Ethereum has fallen from $4000 to $1800. HashKey Research Director Kevin Guo pointed out that DeFi still needs further maturity to achieve deep integration with institutions and financial products, while improving user experience and security.

OKX-BTC/USDT is currently trading at $84515.90, with a 24-hour increase of 0.94%. Please be aware of market fluctuations.