比特币（BTC）低于$ 95,000，贸易商眼睛$ 90K或更低

比特币（BTC）滑低于$ 95,000

Bitcoin (BTC) slipped below $95,000 on Monday, with traders now eyeing a possible retreat to $90,000 or lower amid growing macro uncertainty and a shift in market focus to this week’s Federal Reserve meeting.

周一，比特币（BTC）在$ 95,000的$ 95,000下滑，现在，由于宏观不确定性的增长，市场重点转移到本周的美联储会议，可能会撤退到90,000美元或更低。

The pullback follows a strong two-week rally, during which BTC briefly pushed past $98,000, drawing in retail interest and institutional flows. However, some analysts are flagging a confluence of technical and macro risks that could further pressure prices.

回调是在为期两周的强烈集会之后，在此期间，BTC短暂地将零售利息和机构流动引起了98,000美元。但是，一些分析师正在标记技术和宏风险的汇合，这些风险可能会进一步压力价格。

“We’re back at a key resistance zone that acted as support from December to February,” said FxPro’s Alex Kuptsikevich in an email to CoinDesk.

FXPRO的Alex Kuptsikevich在给Coindesk的电子邮件中说：“我们回到了一个从12月到2月的支持区的关键阻力区。”

“The next downside targets are $92,500 and $89,000. A clean break below $90,000 would be technically and psychologically damaging, taking us under the 200-day moving average.”

“下一个缺点目标是$ 92,500和89,000美元。在技术上和心理上的破坏性下降，干净的休息时间将在200天的移动平均水平上受到技术和心理破坏。”

Traders are watching developments in ongoing U.S.-China tariff talks, which can tend to heavily influence bitcoin prices, and await the Federal Reserve's policy meeting later this week.

贸易商正在观看正在进行的美国 - 中国关税谈判中的发展，这可能会严重影响比特币的价格，并在本周晚些时候等待美联储的政策会议。

The Fed is widely expected to leave rates steady on Wednesday, but traders will be focused on any comments on economic projections and future rate cuts.

人们普遍认为，在周三，美联储将使利率稳定，但交易者将专注于对经济预测和未来降低税率的任何评论。

“The combination of solid data and hopes of easing trade tensions helped markets rebound from the post-Liberation Day selloff,” Singapore-based QCP Capital noted in a morning brief.

总部位于新加坡的QCP Capital在早晨的简报中指出：“稳固的数据和缓解贸易紧张局势的希望有助于市场反弹。”

“But with earnings season winding down, the focus now shifts to the Fed and U.S.–China trade developments. Although PCE data shows that inflationary pressures are easing, heightened import tariffs risk reigniting price instability. The key question remains whether the Fed will continue to resist political pressure from Trump to cut rates or consider a shift in stance,” QCP added.

“但是，随着收入季节的结束，现在的重点转移到了美联储和美国 - 中国的贸易发展。尽管PCE数据表明，通货膨胀压力正在缓解，进口关税增加了重新点重点的价格不稳定。关键问题仍然是美联储是否会继续抵制特朗普的政治压力以降低率或考虑立场的转变，” QCP补充说。

Despite the short-term pullback, spot bitcoin ETFs continue to draw inflows. Net inflows last week totaled $1.81 billion, according to SoSoValue.

尽管有短期的回调，但现货比特币ETF仍继续吸引流入。根据Sosovalue的数据，上周净流入总计18.1亿美元。

However, on-chain indicators suggest caution may be warranted. Glassnode flagged that the cumulative unrealized gains for long-term bitcoin holders have reached nearly 350%, a level that has historically coincided with periods of heavy profit-taking.

但是，链上指标表明可能需要谨慎行事。 GlassNode标志着长期比特币持有人的累积未实现收益已达到近350％，这一水平与赚钱的时期相吻合。

“LTHs begin distributing more aggressively around a 350% unrealized profit margin, which aligns with a $BTC price of ~ $99.9k. As the market approaches this level, we can expect increased sell-side pressure, requiring strong demand to fully absorb it.”

“ LTHS开始更加积极地分配未实现的利润率，这与$ BTC的价格约为99.9亿美元。随着市场的接近，我们可以预期卖方压力增加，需要强大的需求才能完全吸收它。”

Meanwhile, Santiment data shows meme coin chatter hit a 2025 peak in recent weeks — a sign that traders may be cycling back into higher-risk bets after months of rotation into majors and ETFs.

同时，Santiment数据显示，最近几周，Meme Coin Chatter在2025年的峰值上达到了2025年的峰值 - 这表明交易者可能会在旋转几个月的大满贯和ETF之后骑自行车回到更高风险的赌注中。

But the shift hasn’t translated into sustained upside across the board. GORK, a memecoin linked to an AI chatbot parody account recently referenced by Elon Musk, failed to extend gains despite the high-profile attention — suggesting that celebrity-driven pumps may be losing steam in the current environment, as reported in Monday’s Crypto Daybook.

但是这种转变并未转化为整个持续的上升空间。戈克（Gork）是与埃隆·马斯克（Elon Musk）最近引用的AI聊天机器人模仿帐户有关的模因，尽管人们引起了人们的关注，但仍未扩大收益 - 表明，名人驱动的泵可能会在当前环境中失去Steam，如周一的Crypto Daybook所报道。