March 12th, a good time to buy again around 5100 for gold. Yesterday's strategy for Bitcoin and Ethereum was a perfect long and short play, with precise entry points. Today's strategy is to hold long positions at 2030-2040 for Ethereum; if it drops below 2030, go short. For BTC, the range is still 71,000-72,000 for short positions. If it breaks below 70,000, you can also go short. Several key levels are good entry opportunities.

#3月CPI数据出炉 How does US CPI data relate to the rise and fall of cryptocurrency prices? US CPI data influences the crypto market through three main channels: Federal Reserve policy expectations, US dollar liquidity, and risk appetite. The core logic is: CPI higher than expected → interest rate hikes / delayed cuts → strong dollar, tight liquidity → crypto prices fall; CPI lower than expected → earlier rate cuts → weak dollar, loose liquidity → crypto prices rise. 1. Core transmission logic CPI → Federal Reserve interest rate expectations → US dollar / US Treasury yields → opportunity cost and capital flow for crypto assets (high risk, non-yielding). 2. Three typical scenarios (view from March 2026) 1. CPI above expectations (persistent inflation) Market reaction: increased expectation of rate hikes / delayed cuts, US Treasury yields rise, dollar strengthens. Impact on crypto: opportunity cost of holding crypto increases (higher yields on US Treasuries). US dollar liquidity tightens, capital flows out of risk assets. Mainstream coins (BTC/ETH) dip short-term, volatility amplifies. High leverage contracts are prone to liquidation. 2. CPI below expectations (cooling inflation) Market reaction: rate cut expectations advance, US Treasury yields decline, dollar weakens. Impact on crypto: opportunity cost decreases, capital flows back into risk assets. US dollar liquidity loosens, ETF and institutional buying increase. Mainstream coins rise short-term, ETH volatility usually exceeds BTC. 3. CPI in line with expectations (e.g., February 2026) Market reaction: maintain original interest rate path (no rate cut in March, likely cut in June). Impact on crypto: mainly short-term volatility, convergence of fluctuations. Focus shifts to non-farm payrolls, core CPI, Middle Eastern oil prices, and other variables. 3. Actual impact of February 2026 CPI (2.4%) on crypto: Fully in line with expectations, core CPI slowed month-on-month. Crypto performance: BTC/ETH fluctuate slightly, no trend. Market confirms no rate cut in March, rate cut window opens in June, medium-term bullish bias. But combined with non-farm payroll surprises and Middle Eastern oil price risks, sentiment remains cautious. 4. Key variables (determine impact strength) Unexpectedness: the greater the deviation from expectations, the more intense the volatility. Core CPI vs overall CPI: core CPI influences Fed decisions more. Fed dot plot / speeches: data + guidance jointly price in. Crypto cycle factors: bull/bear markets, leverage levels, ETF capital flows can amplify or offset macro effects. Geopolitical and oil prices: conflicts in the Middle East pushing up oil prices can alter inflation and policy paths. 5. One-sentence summary CPI above expectations → bearish (interest rate hikes / delayed cuts) CPI below expectations → bullish (earlier rate cuts) CPI in line with expectations → wait-and-see (await non-farm payrolls and Fed guidance)

U.S. BTC and ETH Spot ETFs See Total Net Inflows of $172 Million on Wednesday March 12 News, according to SoSovalue's latest data, the U.S. BTC spot ETF recorded a total net inflow of nearly $115 million yesterday, marking three consecutive days of net inflows; Among them, BlackRock's IBIT led the net inflow chart with $115 million (approximately 1,630 BTC), bringing IBIT's total net inflow to $62.88 billion; Next are Fidelity's FBTC and Grayscale's BTC, which recorded daily net inflows of $15.37 million (217.68 BTC) and $5 million (70.85 BTC) respectively yesterday; Meanwhile, Grayscale's GBTC and VanEck HODL experienced daily net outflows of $15.97 million (226.17 BTC) and $4.49 million (63.63 BTC); As of now, the total net asset value of Bitcoin spot ETFs is $90.89 billion, accounting for 6.43% of Bitcoin's total market cap, with a cumulative net inflow of $55.9 billion. On the same day, the U.S. Ethereum spot ETF recorded a total net inflow of $57.01 million over two consecutive days; and yesterday, no ETH ETF experienced net outflows; Among them, Fidelity's FETH and Grayscale's ETH led the net inflow chart yesterday with $19.13 million (approximately 9,220 ETH) and $19.08 million (approximately 9,200 ETH) respectively. Meanwhile, BlackRock's ETHA ranked third in daily net inflows with $18.8 million (approximately 9,060 ETH), bringing ETHA's total net inflow to $11.93 billion; As of now, the total net asset value of Ethereum spot ETFs is $11.85 billion, accounting for 4.75% of Ethereum's total market cap, with a cumulative net inflow of $11.65 billion. #比特币ETF #Ethereum ETF