BTC

比特币和以太坊 ETF 仍是市场温度计，但近期 XRP 与 Hyperliquid HYPE 产品的资金流入，让交易者开始关注风险偏好是否先在局部板块恢复。

Bitcoin and Ether ETF flows remain a key market barometer, but recent attention has shifted to XRP and Hyperliquid HYPE products as traders look for where risk appetite is returning first.

现货比特币 ETF 资金流转正后，BTC 与 ETH 出现修复性反弹；但资金费率、未平仓量和 7 月 8 日 FOMC 纪要仍可能放大波动。

Bitcoin and Ether have bounced from recent lows after spot ETF inflows improved, but funding, open interest and the July 8 FOMC minutes keep the setup fragile.

比特币在约6.28万美元附近企稳，山寨币情绪改善，但期货爆仓和市场宽度仍提醒交易者把这轮反弹视为测试，而不是趋势确认。

Bitcoin steadied near $62,800 while altcoin momentum improved, yet futures liquidations and weak market breadth mean traders should treat the bounce as a test, not confirmation.

Strategy约2.16亿美元的比特币出售，让企业财库供给重新进入交易者视野，也考验近期刚改善的ETF资金情绪。

Strategy’s $216 million Bitcoin sale puts corporate-treasury supply back on traders’ screens, even as ETF-flow data had started to improve.

加密市场周初情绪转暖，但反弹能否延续，还要看现货买盘、山寨币广度、资金费率和持仓变化是否配合。

Crypto opened the week on firmer footing, but the rebound still needs confirmation from breadth, ETF demand, derivatives positioning and clean spot follow-through.