巨鲸合约交易员AguilaTrades加仓其20倍做多BTC合约，仓位价值超3亿美元

Click on the link to enter Tencent Meeting: https://meeting.tencent.com/p/9850662513 On July 10, 2025, against the backdrop of the Federal Reserve's interest rate cut expectations not yet being implemented, Bitcoin broke through a historic high of $112000, with an increase of nearly 20% for the year. This milestone event triggered a fierce debate in the market: is this the starting point of a new bull market or the precursor of the foam bursting? 【 Pushing Force: Structural Demand and Macro Game 】 1. Policy expectations catalyze risk appetite: Although the minutes of the Federal Reserve's June meeting showed internal disagreements over the timing of interest rate cuts (hawkish opposition, dovish calls for quick action), the statement that "most officials believe this year's interest rate cuts are appropriate" has strengthened expectations of liquidity easing and pushed funds into risky assets such as Bitcoin. At the same time, the US dollar index (DXY) continues to weaken, further supporting Bitcoin denominated in US dollars. 2. Institutional funds reshape the market landscape: ETF frenzy: In 2025, the net inflow of Bitcoin spot ETFs reached 1.44 billion US dollars, and BlackRock's products attracted 370 million US dollars in a single day. Institutional funds exhibit "structural, regulated, and sticky" characteristics. Corporate hoarding trend: Listed companies such as Trump Media Group (DJT) and GameStop (GME) announced their purchases of Bitcoin, while "crypto vault" companies surged, providing compliance exposure to investors through equity tools. 3. Geopolitical risks generate a demand for hedging: The Big and Beautiful Act signed by Trump could increase the deficit by $3 trillion to $5 trillion over the next decade, and unsustainable debt could prompt investors to turn to Bitcoin as a "non sovereign store of value" tool. The positive stance of the US SEC on securities tokenization, such as approving Robinhood and Kraken's listing of tokenized stocks, further promotes the integration of cryptocurrencies into the mainstream financial system 4. Hidden worries - fragile balance under high leverage: Technical overbought and pullback risks: Bitcoin has not achieved a profit loss ratio of 80% percentile in 30 days. Although it has not reached the extreme selling threshold, if its momentum weakens after breaking through $112000, it may trigger a profit taking sell-off. According to historical data, after reaching a peak in May, BTC rebounded to $98000, a drop of over 12%. 5. Speculative foam dominated by derivatives: The current market is driven by futures leverage, with a spot/derivative trading volume ratio of only 0.07, far below the healthy level. The key clearing range ($107350-109800) gathers a large number of long and short stop loss orders, and once the level is broken, it may trigger a chain of liquidation, leading to severe price fluctuations. 6. Potential impact of delayed interest rate cuts: The probability of a rate cut in July has dropped to 4.7%. If inflation data exceeds expectations (such as CPI on July 11th) or the job market is strong, the Federal Reserve may postpone its easing policy, weakening the macro support for Bitcoin's rise. 7. foam or a new starting point? Long position logic: continuous inflow of institutional funds, growth in M2 money supply and historical correlation with Bitcoin (expected to reach $150000 by the end of the year), the "ladder style upward" structure on the technical level has not been disrupted, with a target of $115000-120000. Short Alert: High risk of leveraged liquidation, weak spot buying, regulatory uncertainty (such as New Zealand's restrictions on cryptocurrency ATMs), if it falls below the support level of $107350, it may retreat to $92000-95000. The record breaking frenzy of Bitcoin is essentially a resonance between global liquidity expectations, institutional entry, and debt crisis anxiety. Short term volatility will be determined by the long short game of key price ranges, while long-term value will depend on the Federal Reserve's policy path and the sustainability of ETF funds. Investors need to be alert to the high leverage trap. In the puzzle of coexistence of foam and starting point, only structural demand can define the end of the trend 267. Next observation point for the market July 11th US CPI data and July 30th FOMC meeting; Weekly fund flow of Bitcoin spot ETF; Changes in clearing heat map for the range of 107000 to 109000 US dollars Operation suggestion: BTC: 105000 long. First target: 111500. Second target: 112350; ETH: 2750 long. The first target is 2800, and the second target is 2830. Join the language community communication group to obtain more services 1. Real time troubleshooting (online one-on-one question answering and sorting) 2. Professional technical analysis and theoretical learning 3. Construction and improvement of trading system- 4. Live streaming courses every day, contract termination, real-time order making, to help you successfully land! Every day, there are teachers in the group who provide precise positioning to answer questions and offer free guidance. Tencent Meeting Live: 985-066-2513 DingTalk Group Number: 120320009032 Every day, there are teachers in the group who arrange precise positioning to answer questions and provide free guidance Disclaimer: The above content only represents the author's personal opinion and is for communication and sharing purposes only. It does not represent the position or viewpoint of AiCoin and does not constitute any investment advice. Based on this investment, there may be external contacts, which have nothing to do with AiCoin, and the consequences shall be borne by oneself.

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Foresight News reported that the Ethereum Foundation has released "The Future of Ethereum Ecosystem Development", stating that it is vigorously expanding and restructuring our ecosystem development work, focusing on four key areas: ecosystem acceleration, ecosystem amplification, ecosystem support, and long-term ecosystem smoothness.

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Odaily Planet Daily News: Coinbase CEO Brain Armstrong announced in an article on X platform that the company has partnered with Perplexity to help traders access real-time trusted encrypted data information for better decision-making. The first phase has been launched today, and Perplexity is currently obtaining market data from Coinbase, including COIN50, and using it to support market analysis. Users can double-click to view price changes and make more informed trading decisions. The second phase is about to be launched, which will allow traders to monitor market activity, filter trading ideas, and analyze the trend of specific tokens in the AI dialogue interface.