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Tom Lee stated during his appearance on CNBC: "I believe that there are actually very few people who truly hold cryptocurrencies. Because of this, I think Bitcoin can easily break through six figures (like over $100,000), but it may also be affected by interest rate hikes. As for how cryptocurrencies will perform, I think this will be a good test, but we have already seen long-term yields (interest rates) rising. So, if we see the Federal Reserve raising interest rates while long-term yields actually decline, that would essentially mean monetary easing. Therefore, the key may be how long-term yields respond to the Federal Reserve's interest rate hikes."He also added: "I think this is just the first wave of the rise because this round of cryptocurrency market has caught many people off guard. Well, I believe institutional investors are buying stocks related to cryptocurrencies, and this is very obvious—trading volume has surged significantly, which signals that they are betting on a big market in the fourth quarter. I think $150,000 is still possible, well, it's actually not that far from now."

According to DefiLlama data, since the end of July and the beginning of August, the total market capitalization of stablecoins has regained upward momentum, currently reported at $30.4564 billion, with a growth of 0.48% over the past week.Among the leading stablecoins, USDC and USD1 are the main contributors to the increase in supply over the past week, with USDC increasing by 0.76% and USD1 increasing by 3.71%. The market share of USDT is currently reported at 60.21%.

According to the latest MLCC industry research by TrendForce, South Korean giant Samsung Electro-Mechanics has recently taken the lead in raising prices for OEM and ODM customers for the fourth quarter of 2026, indicating that the MLCC industry has officially entered an upward trend. TrendForce estimates that Samsung Electro-Mechanics will raise the prices of consumer-grade X5R products for OEM and ODM customers by an average of 25% to 30%, in order to suppress order willingness and free up capacity to expand high-end production lines.The high-end X6S products used in AI servers will see an average price increase of 10% to 20% depending on customer negotiations. Japanese manufacturers Murata, TDK, and Kyocera are currently taking a wait-and-see approach, maintaining stable prices, and whether they will follow up with price adjustments will be key to observing whether the upward trend can expand.

XRP has dropped 6.23% in the past 24 hours to around $1.38, making it the token with the largest decline among the top ten cryptocurrencies by market capitalization. Previously, XRP surged from around $1 on August 18 to $1.69, an astonishing increase within four days, briefly touching the psychological level of $1.7.The pullback is mainly due to leveraged liquidations. XRP has still risen 35.55% over the past week, second only to Hyperliquid's 38.65% weekly increase. Notably, XRP-related ETFs have recorded net inflows for nine consecutive days, indicating that institutions have not withdrawn, and the issue mainly lies in the leverage aspect rather than capital outflows.After breaking through $80,000 on Tuesday, Bitcoin has retreated to around $78,000, dragging down the overall altcoin market. The market is awaiting tonight's core PCE inflation data and Nvidia's earnings report; whether XRP can hold the $1.4 support level will determine if this rally is a healthy correction or a further decline.

"Whale" Jason stated, "Set 10 major goals." He indicated that he will look for opportunities to re-enter long positions. He believes that the strength of this trend exceeds previous expectations, and the subsequent space can be further adjusted upwards; even re-entering at $80,000 or higher would not be too late, as BTC still has upward potential.He anticipates that $100,000 is likely to arrive earlier than originally expected, at which point the further height of this trend will be reassessed.

Bitget Research Institute Chief Analyst Ryan Lee stated that driven by multiple favorable factors such as the continuous net inflow of the U.S. spot Bitcoin ETF for five days, large-scale short liquidations, the U.S. Treasury's expansion of long-term bond repurchases leading to a drop in yields and a weakening dollar, as well as signals from the Trump administration indicating a pro-crypto regulatory stance, Bitcoin has broken through the $80,000 mark, reaching a new high in recent months, with market sentiment rapidly shifting from "fear" to "greed."He pointed out that BTC is expected to stabilize above $78,000 in the short term and oscillate around that area, with key support levels in the $74,000--$76,000 range and primary resistance at $83,000. If it breaks through effectively, it may further challenge the $85,000--$90,000 levels.Regarding Ethereum, benefiting from the market's increased risk appetite driven by BTC, simultaneous ETF fund inflows, and a rebound in DeFi activity, Ryan noted that ETH's short-term average price could reach $2,600--$2,800. If it breaks through the $2,650--$2,700 resistance level, it may further push towards the $3,000 mark.At the same time, Ryan also reminded investors that although ETF fund inflows are strong and short-term momentum is sufficient, there are still profit-taking pressures in the market, as well as macro policy uncertainties such as the Jackson Hole meeting and the September interest rate meeting. Traders should be prepared for fluctuations of 10--20% and closely monitor daily ETF flow data and key support levels.

Data released by HODL15Capital shows that sell orders for Bitcoin around the price of $80,000 mainly come from the Binance trading platform. Among them, Binance has approximately $31.98 million in sell orders near $79,945, about $13.2 million in sell orders near $80,000, and around $33.27 million in sell orders near $82,500; Coinbase has about $38.74 million in sell orders near $80,000.HODL15Capital analysis indicates that some of these sell orders have been posted for a long time, for example, the sell orders near $80,000 on Binance have been around for about 99 days, and the sell orders near $82,500 have been around for about 108 days. Therefore, it is believed that the current sell wall may not be as strong as it appears, and it will be necessary to wait until BTC gets closer to $80,000 to confirm whether these orders are genuinely intended for sale or if they will continue to move the sell orders higher.

Cryptocurrency analyst Rekt Capital released a technical chart analysis of Bitcoin, indicating that Bitcoin is facing resistance from a macro downtrend line, which is fitted with the 21-month EMA moving average.Rekt Capital believes that if Bitcoin is blocked in this fitted resistance area, it may find support at the 50-month EMA moving average (purple). Overall, Bitcoin needs to convert these two macro EMAs back into new support levels and break through the macro downtrend line to confirm a new bull market.Rekt Capital is a senior cryptocurrency technical analyst with 560,000 followers on the X platform.

The whale "Set 10 Big Goals First" posted on the X platform, stating that it has opened a short position again at $76,000. The logic is quite simple: "When I established a long position around $63,000, the target was originally $74,000. I believe the bull market has returned, and this judgment has not changed until now. However, I have always believed that this round should be a volatile upward trend. At least currently, from a macro and market structure perspective, I have not seen enough signals to support this trend."Currently, most of the short positions have been reduced. "Not because I have changed my judgment, but to control risk first. If there is a continued extreme upward pull here, $82,000 and $84,000 are both possible, so there is no need to take a full position to bet that my judgment is definitely correct.If the daily line effectively closes above $80,500, then I will admit my mistake on this trade, close everything, and take a break for a while. If it ultimately cannot hold here and weakens again, I will consider adding back the reduced short positions."The whale "Set 10 Big Goals First" reiterates its medium-term view as follows: "In the medium to long term, I still hold a bullish view on BTC, but being bullish in the medium to long term does not conflict with shorting locally. I am taking this short position to profit from the pullback during the upward process, not to view it as a bear market again. If I am wrong, I will admit my mistake above $80,500. I still believe that we will see $100,000 BTC by March next year."

According to Glassnode, the last time Bitcoin experienced such a significant daily closing increase was in February of this year, primarily as a rebound from the previous day's 14% drop. This rise is not due to a technical rebound following a crash; relative to its 30-day volatility, this increase reached 5.8 standard deviations, marking the largest upward volatility since October 2023.

Glassnode stated that the last time Bitcoin saw such a significant daily closing price increase was in February of this year, primarily as a rebound from the previous day's 14% drop.This increase is not due to a technical rebound after a crash; relative to its 30-day volatility, this increase reached 5.8 standard deviations, marking the largest upward volatility since October 2023.

According to Jinshi reports, the Bank of Japan stated that there is an upward deviation risk for the potential Consumer Price Index (CPI) inflation, which may exceed the 2% price stability target.

Crypto KOL Ansem analyzed on platform X that a price alert has been set at $750 on Zcash, which has been consolidating for nearly a year. If it breaks to a new high, the next wave of this trend will be very strong. Ansem emphasized that there are currently no long positions held, but it would be a mistake not to enter a position if it breaks out.

According to Jinshi, Capital.com analyst Daniela Hathorn stated in a report that the upcoming U.S. PCE data and non-farm payroll report will determine whether the current rise of the dollar has further room to grow.She pointed out that if inflation and labor market data continue to support the narrative that interest rates will remain high for a longer period, the dollar should continue to receive support. Conversely, if price pressures begin to ease more quickly, the market may question whether the current interest rate expectations are too aggressive.

According to Jinshi reports, foreign media analysis points out that nearly half of the Federal Reserve decision-makers no longer believe that merely maintaining stable borrowing costs can drive the inflation rate back to the target level of 2%. The latest dot plot from the Federal Reserve shows that decision-makers' views on the interest rate path have shifted towards concerns about rate hikes, with some individuals convinced that the Federal Reserve will need to raise rates. Predictions indicate that the year-on-year increase in the PCE price index is expected to reach 3.6% by the end of the year, the core PCE price index will reach 3.3%, and the unemployment rate will remain at 4.3%.

Crypto KOL Ansem posted on platform X, stating that the market may significantly underestimate the upward elasticity brought by the supply-demand mismatch of SpaceX's circulating stock, and believes that the current consensus bearish sentiment may lead to more short squeezes. SpaceX has now become the top stock ranked by both trading volume and options trading, but the market has a shortsighted understanding of its business progress in diversification (including AI and other verticals), overly focusing on current revenue performance. This structural cognitive bias may drive the company to challenge the global market value ranking by the end of this year.However, Ansem cautioned investors that the share lock-up period for SpaceX in August may become a phase "local top" triggering factor.

According to Jinshi, the S&P 500 index has ended its consecutive 9-week upward trend.

According to Jinshi reports, Federal Reserve's Logan stated that there are upward risks to inflation, the labor market is stable, economic growth is robust, and artificial intelligence brings additional boosts.

According to Gate market data, the S&P 500 index has now turned upward, and market sentiment has improved.