$BTC 站回112K,不能看空;市场情绪低迷,适合定投 早上听了昨夜英伟达的电话会议,黄仁勋对Q4到2026年的业绩很有信心,按其透露的增速算,目前 $NVDA 估值不贵; 昨夜 $BTC 逆势走强,站回112K的多空分界线;需要点时间消化完周线MACD顶背离的利空; $SOL 昨天交易量超过了BTC,开始发力,我们之前买入的拿好; 周五的PCE问题应该不大,9月5日的大非农是重点。如果还是冷清,美股和Crypto的降息交易就会正式拉开序幕! 参考下图,目前应该是 $BTC $ETH $SOL 不错的左侧定投区间。 $BTC fake broke down 112K — Bullish. With market sentiment still depressed, this is a good time to DCA. Just listened to NVIDIA’s earnings call — Jensen Huang expressed strong confidence in Q4 through 2026 performance. Based on the growth trajectory he hinted at, $NVDA doesn’t look expensive at current valuations. Meanwhile, $BTC strengthened against the trend and reclaimed the 112K bull-bear dividing line. $SOL even surpassed BTC in trading volume yesterday and is starting to gain momentum — we should hold onto our earlier positions. Friday’s PCE data shouldn’t be a big problem. The key event will be nonfarm payrolls on 5th Sep. If the data comes in weak again, the rate-cut trade in both $SPX and crypto will officially kick off! Refer to the chart below: we’re now in a good left-side DCA range for $BTC, $ETH, and $SOL.
现价4595止盈了 $ETH 112.3K出了这部分 $BTC 让市场消化下英伟达财报的miss利空 TP the rest of $ETH& $BTC at 4595 as the NVDA miss.
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