如果通胀数据良好，美联储 9 月将降息 25 个基点，但如果失业率再次上升，以及下个月的非农就业报告进一步走弱，可能会扭曲市场对美联储降息的定价。
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When it comes to btc, compared to eth, BlackRock has stronger purchasing power for btc. However, apart from BlackRock, other ETF institutions have shown little interest in purchasing btc. Among the twelve institutions in the United States yesterday, only BlackRock and Bitwise had net inflows. Overall, although btc prices have rebounded, ETF investors are not very interested in the current price, and holders have no intention of leaving. In the past trading day, U.S. btc spot ETFs had a net inflow of 394 btc. Due to the low overall change, it indicates that ETF investor sentiment is stable. In summary, the current btc price has not triggered significant buying or selling panic among U.S. ETF investors. ETF data does not represent the rise and fall of btc prices, but it can measure investor sentiment. The current market should focus more on U.S. stocks.
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The viewpoint mentioned yesterday has been partially contradicted today. Why only partially? Because yesterday it was mentioned that #eth spot ETFs had net inflows, while #btc spot ETFs had net outflows, but today the situation is exactly the opposite, with eth showing net outflows and btc showing net inflows. If only this result is considered, it seems completely opposite, but why is it only partially contradicted? From the data, the main reason for not forming net inflows today is BlackRock. BlackRock had zero inflow on the previous trading day, which may be a statistical issue, but both official data and fund data show zero. However, apart from BlackRock, the performance of other ETF institutions is quite good. In particular, BlackRock has made considerable purchases in btc spot ETFs.
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