On July 23rd, Bitcoin-related funds recorded net inflows for several consecutive trading days. CPT Markets indicated that the cumulative fund inflow over six days approached $930 million, with the price rebounding above $65,000, leading to an improvement in market sentiment compared to the previous period.
The return of funds coincided with the price recovery. CPT Markets believes the area near $68,000 remains a significant resistance zone, as some recent buyers may increase their willingness to sell once they approach a break-even point.
While current spot demand has shown some improvement, trading activity remains below the year's peak levels. The sustainability of the rebound or a return to range-bound consolidation will depend on whether fund flows, derivatives positioning, and spot trading volume strengthen in unison.
The key focus going forward will be observing trading volume confirmation following a potential breakout above critical price levels. CPT Markets anticipates that if fund inflows remain stable and volatility is manageable, the market structure could continue to mend. However, the risk of a short-term pullback still needs to be viewed objectively.
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