Summary of Bullish Views this Round: Bitcoin Holds Above $80,000, Bulls Call for Relearning How to "Dream," August CPI Key for Bull-Bear Battle Next Week

BlockBeats News, September 4th, today Bitcoin surged above $81,000, with a 24-hour gain of up to 5.2%. Meanwhile, Federal Reserve Governor Waller stated that whether to raise interest rates in September will largely depend on August CPI next week, also noting that three-month core inflation has shown "significant improvement" and the pace is "encouraging." Market expectations for a Fed rate hike have plummeted, with the probability of a hike this month dropping to around 50%. Several traders and industry institutions have expressed bullish views on Bitcoin's future direction, with opinions as follows:

Cryptocurrency trader Ansem stated that some top traders they know have not yet turned bullish, mainly concerned about factors such as war, bond yields, the Fed interest rate meeting, and the four-year cycle. Ansem believes that as the market develops, these cautious traders will shift in the fourth quarter and begin aggressively chasing the uptrend. The hardest part of transitioning from a bear market to a bull market is: the trading strategy that helped you survive and make money in a bear market may actually make you lose money in a bull market. If you are still making money through short-term and high-frequency trading, it means you have strong trading abilities. But to capture the largest profit in a bull market, you need to relearn how to "dream," which means being willing to hold spot positions and engage in long-term fantasies.

On September 3rd, Trump stated during a White House speech that whether you believe it or not, the stock market will rise. The stock market was not affected and may even have been higher than it is now.

BitMEX co-founder Arthur Hayes stated in a recent article that the current macro trading will form a "tighten first, then loosen" liquidity chain: the decline in EURJPY will serve as a leading indicator of increased risk for French banks and the imminent expansion of dollar liquidity; the Fed's increase in dollar supply through RRP and FIMA repos may further drive global fiat liquidity growth. The crypto market will be one of the fastest beneficiaries of this liquidity expansion, with Hayes reiterating his price targets by the end of 2026, expecting Ethereum to reach $10,000, Ethena (ENA) to reach $0.5, and ETHFI to reach $2.

A whale who "sets 10 big goals first" spoke out after Bitcoin's breakthrough: With $80,000 holding steady, aiming for $100,000, this is the last opportunity to get on board. They simultaneously shared screenshots of the market, with crypto concept stocks and ETFs such as IBIT, CRCL, MSTR seeing significant increases in call options and stock prices today.

Liquid Capital founder Yilihua stated that in any case, the bull market trend has already begun. The upper resistance level remains near $86,000, and if it cannot strongly break through $86,000, there may be a need to consider the opportunity for a pullback in this uptrend.

The "BTC OG Insider Whale" agent Garrett Jin stated that according to the cost basis map, a significant amount of new supply has formed between $75,000 and $80,000, providing the market with a more solid floor support than during the previous short squeeze. If the daily closing price manages to stay above $82,500 and then holds the $80,000 range on a pullback, it could be considered as effectively absorbing the price-sensitive sell pressure. Maintaining a bullish view until the end of the year, with AI profitability showing no signs of decline, AI spending continuing to increase, and a real Bitcoin accumulation channel.

CryptoQuant analyst Zizcrypto mentioned that the Stablecoin Supply Ratio (SSR) Oscillator's 90-day reading had rapidly risen into the "Strong Stablecoin Buying Demand" zone, nearing a peak of around 4.00 in November 2024. The recent rapid rebound in the stablecoin demand indicator coincides with the strong liquidity pulse seen in the market earlier. It is more noteworthy whether this demand signal can be sustained.

A CoinDesk analyst stated that Bitcoin is currently close to forming a "Golden Cross" technical pattern where the 50-day moving average is about to cross above the 200-day moving average, a signal that the market typically interprets as a long-term uptrend. Although historical performance does not always consistently predict market trends, this Golden Cross might receive further support from a decrease in USDT dominance. There have been a total of 12 Golden Crosses in Bitcoin's history, and from the measurable 9 Golden Crosses, the average price increase over three months was approximately 24.9%.

Wintermute stated that over the past two weeks, the crypto market has shown a recovery, ETF fund flows have turned positive, stablecoin issuances have stabilized, marking the beginning of a new full cycle where the market needs fresh capital inflows. Historically, from 2017 to 2018, there were VCs and ICOs, from 2020 to 2021 there were stablecoins, and from 2024 to 2025 there were ETFs and digital asset treasury companies, all of which accelerated the bull market. RWA may become the next significant liquidity avenue.