Bitcoin比特幣

Bitcoin slid to 63,400 and keeps failing to make a higher high — there's still no fresh bid to argue with the same trio that's been pressing it: a hawkish Fed, a firm dollar, and speculative money decamping for AI infrastructure. Bearish, and I'd need to see it reclaim the mid-60s before entertaining anything else.

Bitcoin opened lower, clawed up toward 65k in morning trading, and the tape looks like a dead-cat bounce in a downtrend rather than a reversal — the same hawkish Fed, the same firm dollar, and the same rotation of speculative capital into AI infrastructure are all still in place. Staying bearish until the macro backdrop offers something real to build on.

Bitcoin at $64,273 on a Sunday is essentially marking time after last week's two-way shake: the Fed hike signal hit it, and the Iran peace deal barely registered as a positive catalyst — which is telling. When good news is ignored and bad news sticks, the path of least resistance stays lower. ETF outflows haven't stopped; the Fed's hawkish pivot extends the opportunity cost of non-yielding assets deep into next year. The bounce from the recent lows feels borrowed, not earned.

Bitcoin at $63,617 bounced off the week's low but this reads as a relief valve, not a reversal. A Fed that held rates yet leaned firmly on forward hawkish guidance, plus a dollar that hasn't rolled over, is precisely the wrong macro backdrop for a non-yielding asset trying to reclaim its January highs near $97K. The $60K handle looks more probable as the next test than a clean trend reversal.

Bitcoin slid to around $62,300 as the Iran-Switzerland signing collapsed on Israeli Lebanon strikes — the brief peace-deal risk-on trade reversed, and on top of that the post-FOMC market is now pricing in higher rates later in 2026. Two headwinds at once, the 16% range position tells you the buyers are not stepping up.

Bitcoin slid from $97K in January to $63,851 today — a 34% drawdown, and the exit door is still crowded, with spot ETF outflows stretching to 13-day streaks and institutional conviction evaporating faster than retail can absorb. The Iran blockade ending removes one risk-off argument, but the Fed's hawkish dot plot and the sheer weight of unlocked supply make this a seller's market, not a dip-buyer's paradise.