#BTCBreaks80KAgain

Hello everyone on 2026.9.4, today's BTC outlook and approach still maintain yesterday's view, defined as a major rebound followed by a peak, forming a box range consolidation. The trend still maintains the previous bullish trend formed by the prior upward rally and box consolidation. Currently, after last night's rally, the market has revealed the late stage of a major bullish trend consolidation, with a minor bullish trend pullback. My current approach is to look for positions during the pullback, follow market sentiment, wait for the pullback to stabilize, find entry points, and follow the trend to go long, watching if BTC can break through the current new high BTC82282 and start the second wave of the major rebound.

⚠️$BTC's wild 24% surge is just the appetizer? The real big shock tonight might not be a rise! $BTC has recently rebounded strongly, and the market is starting to revisit the "digital gold" narrative. On Thursday, BTC once broke through $80,000, with risk asset sentiment clearly warming up. (Barron’s) But I actually think the biggest risk now is not how much BTC can still rise, but whether liquidity might suddenly turn hostile. The macro narrative of gold and BTC is becoming increasingly similar; debt, rate cut expectations, and demand for safe-haven funds all reinforce this logic. However, the closer we get to previous highs, the more we cannot ignore the "ambush" of macro data. Tonight's nonfarm payrolls are the first test. The market currently expects US August nonfarm payrolls to increase by only about 55,000, while July unexpectedly decreased by 23,000. (Investor’s Business Daily) So chasing the rally at this point, in my view, has mediocre cost-effectiveness; waiting for a pullback confirmation feels more comfortable. More interestingly, funds are not flooding into altcoins across the board but are searching for targets with real fundamental support: 🔹 $ARB: Revenue logic begins to materialize Activity and trading volume on Robinhood Chain are rising, and the market is starting to reprice Arbitrum's ecosystem value. But with the short-term gains being too large and unlocking expectations, chasing highs still requires caution. #FOMC前最后一组数据：本周五非农 #财报观察员：博通业绩超预期，Snowflake上调指引

$BTC challenges 200 RMB to reach 20,000 RMB $BTC currently holds 350 RMB Woke up completely stunned, it was still 79,000 before I went to sleep yesterday, firmly believing it wouldn't hit 82,000, Many shorts are probably as stunned as I am This wave isn't caused by the Fed directly cutting interest rates and flooding the market, but by officials' statements changing market expectations for the September rate meeting, acting as the trigger for the rally. This time the Fed only gave a dovish expectation, igniting the rally; the real violent surge that crushed the shorts was the short squeeze in the futures market. We are far from entering a big liquidity injection cycle; the Fed's hands are tied by inflation. Whether the subsequent rally can hold depends on two points: first, whether inflation data can continue to weaken, and second, whether spot funds can support the market after the short squeeze ends. Hold on with low leverage; if you get through this wave, $BTC #FOMC前最后一组数据：本周五非农 #财报观察员：博通业绩超预期，Snowflake上调指引

#FOMC Last set of data before the meeting: Nonfarm payrolls this Friday Small nonfarm payroll increase of 38,000 ignites the bulls! $BTC takes off straight to 81,000! On the eve of the nonfarm report, bulls successfully jumped the gun, and with tonight's soft data, it takes off directly! $BTC breaks through $81,000, $ETH stands above $2,500. ADP small nonfarm only increased by 38,000, the Beige Book confirms weakening employment, and rate cut expectations have surged overnight. But the probability of a rate hike only dropped from 62.3% to 50.2%, so risks are far from over. The real test is the nonfarm data at 20:30 tonight, with the market expecting an increase of 53,000 jobs in August. If the data is soft, the easing narrative can continue; if the data is strong, the bulls who jumped the gun tonight will be pushed back in minutes. Even a casual remark from Trump can stir up the sentiment. BTC ETFs saw a net inflow of $101 million on Wednesday, ETH ETFs have had net inflows for 11 consecutive days, totaling $1.6 billion — institutions are quietly positioning, but the direction is still undecided. If tonight's nonfarm data remains soft, the easing story continues, and BTC will directly surge to 82,000-83,000! Bulls have successfully jumped the gun, bears are still dreaming!

83,000 marks a life-or-death watershed! $BTC is about to break out with volume, or is it the bulls' last trap? $BTC has returned to $80,000, but the market has not formed a consensus expectation. Jiang Zhuoer cleared his position at $82,050, believing that the short 13-day consolidation is insufficient to break through $83,000 to $84,000, and the next step may be a pullback to $70,000 to $72,000. Yi Lihua sees $76,300 as support but also believes that $86,000 is the real resistance level. Meanwhile, the whale "Set 10 big targets first" posted on platform X that the "last chance to get on board points to $100,000." The funding situation is also contradictory. A mysterious whale sold out 167,900 ETH in 5 days, cashing out about $408 million. Strive, however, holds up to $1.4 billion in potential buying power and plans to continue accumulating BTC. The US already has 174 crypto ETFs, with IBIT managing about $61 billion, accounting for 38%. Institutional channels are becoming more mature, but funds are also more concentrated. Trading terminal single-day volume exceeded $1 billion, with Robinhood Chain suddenly contributing over 90% of GMGN trading volume, indicating risk appetite is recovering but mainly flowing into short-term trading. Right now, it’s not a simple bull vs. bear battle, but a simultaneous occurrence of long-term buying and short-term profit-taking. If BTC breaks and holds $83,000 to $86,000 with volume, $100,000 may really not be far away. If ETF funds weaken later, $70,000 to $72,000 could be the next test.

9.4BTC Yesterday's Summary Judgment as of September 3: BTC is in an oversold rebound after a major drop, has not yet broken through the downtrend line, and is in the 77000‑77500 consolidation recovery range. Bearish momentum is weakening but the overall trend has not directly reversed, suitable for high sell and low buy within the range. The market did not follow the original idea of oscillating downward but directly broke the rebound consolidation pattern. Bulls concentrated their entry and directly broke upward, resulting in a strong rally. From the 77000‑77500 consolidation range, it surged to a high of 82282, forming a large-scale rebound that directly surpassed previous resistance levels. The technical expectation of consolidation recovery was directly broken by news, and technical forecasts failed in the face of strong capital inflows, which is very common in the crypto market. Oscillate and observe. If the price continues to fluctuate between 80000‑81700, it is recommended to reduce operations and wait for a directional choice. Opening orders back and forth in the consolidation range easily triggers consecutive stop losses. Approaching the non-farm payroll data, market volatility will increase, leverage must reduce positions, and strict stop losses are required. $BTC $ETH $SOL #沃勒：8月通胀决定9月是否加息 #比特币再破80000美元 #财报观察员：博通业绩超预期，Snowflake上调指引

Crypto Market 24-Hour News｜2026/09/04 Fear & Greed: 74 (Greed) BTC: ≈$81,600 (+5.6%) ETH: ≈$2,510 XRP: ≈$1.47 (+9.3%) SOL: ≈$105 🔥 One-sentence overview: BTC has reclaimed $80,000, market risk appetite clearly warming up, but $82,800 remains a key resistance level. 1️⃣ BTC strong rebound BTC has broken above $80,000 again and briefly touched about $81,400, with technicals clearly improving. If it effectively breaks $82,800, the market may further challenge $90,000. 2️⃣ Fed expectations turn dovish Fed Governor Waller signals dovish tone, causing market expectations for September policy to shift. If inflation continues to cool, risk assets are likely to benefit further. 3️⃣ ETF funds inflow US spot BTC ETF records net inflow again, institutional funds refocus on BTC; by contrast, assets like ETH show relatively weak fund performance. 4️⃣ Altcoins start to gain momentum After BTC's rise, funds begin to spread to high Beta assets, with XRP, SOL, etc. showing significantly stronger performance than before, indicating a rebound in market risk appetite. 📌 Next, watch two levels: $82,800 → Confirmation level for bullish breakout $78,000 → Important short-term support #沃勒：8月通胀决定9月是否加息 #财报观察员：博通业绩超预期，Snowflake上调指引 $BTC

Short positions were precisely targeted, this market really makes no sense Just took a quick look at the market, BTC directly surged above 82,000, yesterday it was still hovering around 77,000, rising more than 6 points in one day. Short positions were smashed, losing nearly 9 points. Ultimately, it's because the ADP data was too poor. 38,000, lower than the expected 47,000, the slowest job growth since January. Seeing such weak employment, the market's rate hike probability dropped directly from over 60% to about 48%, making maintaining the current rate a high-probability event again. Waller made a somewhat dovish comment, combined with market expectations of weak nonfarm payroll data tonight, BTC directly staged a big rally ahead of time, breaking through $81,000. But honestly, this rally feels a bit hollow. Coinbase premium is still negative, indicating that spot buying from US institutions hasn't truly returned. More so, shorts in the futures market are being forced to cover, with over $300 million in short positions liquidated within four hours, and the short covering buying pushed the price up. Without spot market support, the sustainability of this rebound is questionable. Now all eyes are on tonight's nonfarm payrolls, expected around 53,000 with an unemployment rate of 4.1%. If the data is within expectations, the bullish effect will likely be fully priced in, leading to a spike followed by a pullback; if the data exceeds expectations, rate hike expectations could instantly return. Wintermute's judgment is quite reliable—BTC will likely fluctuate between 75,000 and 82,000 before the FOMC. #波动雷达：币种异动观察 #FOMC前最后一组数据：本周五非农

Jiang Zhuoer has fully exited BTC at $82,100. Going forward, he is focusing on the $70,000 to $72,000 range. Jiang Zhuoer stated on platform X that he sold 100% of his BTC position at $82,050. He shifted from not shorting ETH to shorting BTC because ETH is more volatile. After BTC ETF funds weakened and saw outflows for the first time, BTC rose to near the upper boundary of the $81,500 box. Jiang Zhuoer believes that this round of BTC consolidation lasted only 13 days, which is not enough time to break through the $83,000 to $84,000 resistance. The short-term upward spike pattern after breaking $82,000 is a good trading signal.