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Wintermute said in a September 1 note that a $72,000 weekly close and Bitcoin ETF flows are the decision points for BTC's near-term direction, with conviction hard to establish before the September 15-16 FOMC. The firm flagged that expectations for a September rate hike climbed to 61.9% after Warsh's Jackson Hole remarks, in which he reaffirmed commitment to the 2% inflation target and framed short-term rates as the Fed's core policy tool — a hawkish repricing channel that lifts real-rate pressure on long-duration risk assets including BTC and ETH. Watch whether BTC can hold a $72,000 weekly close and whether spot ETF flows turn net positive; a failed close alongside sustained outflows would confirm the downside path, while Wintermute's rejection of reading summer inflation softness as a durable trend leaves little room for a dovish surprise.
As a Research signal, watch whether it changes price action, volatility, or flows around BTC.
Original Source: 토큰포스트
This page is market information analysis, not investment advice.
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Influencer Threads
Ray Dalio shares his personal view that where one ends up in life depends on how you see things and what you feel connected to, from family and community to country, mankind, and the wider ecosystem. He argues that everyone must decide how far to place others' interests above their own, and for whom, because situations forcing those choices arise regularly. This is reflective commentary with no market content.
Rekt Capital argues that even if Bitcoin has already put in its bear market bottom, the price still has to clear the current $60,000-$80,000 trading range. This is the author's own read on Bitcoin's range structure, and the visible post stops before the conclusion of that scenario.
Dalio advises working through disagreements until both sides are aligned or at least understand each other's positions well enough to decide what should be done, citing a colleague's advice to simply not filter. This is a management and communication view from the author, with no market call attached.
Rekt Capital notes that Bitcoin continues to trade just below its macro downtrending resistance after only briefly wicking above it, and in the author's view this level remains the pivotal resistance to clear. The visible implication is that BTC's near-term direction hinges on whether it can close above that trendline rather than merely wick through it.