美国劳工部最新公布的9月消费者价格指数（CPI）同比上涨3.7%，高于市场普遍预期。数据公布后比特币迅速跌破8.2万美元整数关口，一度下探约8.1万美元附近，市场对美联储紧缩预期显著升温，加密资产整体承压。事件反映出在通胀粘性与利率路径不确定的背景下，加密市场与传统宏观流动性之间的联动再度加深。
The Block reports that spot Bitcoin ETFs logged approximately $2.7 billion in cumulative net inflows in September, with institutional investors maintaining allocation demand through crypto market volatility and showing long-term holding conviction unaffected by short-term price swings.
[Summary] Wall Street research firm Bernstein reports that Bitcoin fund inflows have slowed significantly in 2026, with investors redirecting capital toward artificial intelligence-related assets. The report notes that Bitcoin’s increasingly diversified ownership base still supports its long-term store-of-value thesis. Data and Trends According to Bernstein’s analysis, Bitcoin ETF inflow pace in 2026 has notably lagged behind 2025’s peak levels. This shift closely tracks the global capital concentration toward AI. As OpenAI and Anthropic file for IPOs, and as Microsoft, Google, and Amazon post record AI infrastructure capex, some crypto investors are reassessing their allocation strategies. ...
Bitcoin rebounds above $81,000 after US CPI data, with BNB and DOGE leading major crypto gains.