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#美联储重启加息，BTC为何仍有韧性？ $BTC decouples from the Federal Reserve: 70% chance of rate hike, $999 million single-day ETF inflow, liquidity has replaced interest rates as the main driver $BTC currently at 84011, 24h high 85258 low 83174, volatility 2.5%. October rate hike probability rises to 70%, but BTC did not follow with a decline. Core logic change: Previously BTC was negatively correlated with US Treasury yields, rate hikes meant a drop. Now this relationship is weakening. On September 21, BTC spot ETF net inflow hit $999 million in a single day, a new high for 2026. Strategy and other corporate treasuries continue to increase holdings. Institutional allocation demand has surpassed rate suppression. Liquidity data: Exchange BTC reserves at historic lows, circulating supply reduced; continuous large ETF inflows, stable buying pressure. Supply contraction combined with institutional demand is the fundamental reason BTC remains resilient in a rate hike environment. Technical aspect: 83174 is short-term support, 85258 is resistance. Holding above 84000 targets 86000; breaking below 83000 retests 80000. Conclusion: BTC has shifted from a rate-sensitive asset to an institutional allocation asset; rate hikes are no longer a decisive factor. #BitMine成全球最大ETH质押方 #BTC现货ETF大额流入后转负