CPI 公布后，比特币重回 81,000 美元上方，BNB、DOGE 领涨

比特币几乎在印刷品落地的同时就摆脱了通胀恐慌。

The largest cryptocurrency dropped to $79,879 in late U.S. hours Tuesday after the April Consumer Price Index came in at 3.8% year-over-year, hotter than economists had estimated, with gasoline prices doing most of the lift since the Iran war began.周三亚洲早盘，比特币价格回升至 81,208 美元，在 1,400 美元区间交易后 24 小时内上涨 0.3%。逢低买入被大举买入。

在主要货币中，BNB 上涨 2.5%，至 677 美元，而狗狗币上涨 1.3%，至 0.1114 美元。以太币在 24 小时内下跌 0.3%，至 2,300 美元，目前 7 天下跌 3.2%，是该类别中的落后者。 Solana 下跌 0.6% 至 95.52 美元。 XRP 交易价格为 1.45 美元，当日下跌 0.5%。

消费者物价指数 (CPI) 数据对传统市场的冲击比加密货币更严重。标准普尔 500 指数下跌 0.2%，纳斯达克 100 指数下跌 0.9%，半导体股在连续几周大幅上涨后首当其冲。

The rate-sensitive two-year Treasury yield held just under 4%, while Japan's 20-year bond yield breached its January peak to touch the highest level since 1997 as elevated energy prices add to inflation pressure globally.

Asian equities clawed back early losses after the White House confirmed Nvidia CEO Jensen Huang would join President Donald Trump's trip to China, lifting chipmaker futures.

加密货币下的流动仍然是积极的。 CoinShares reported global crypto fund inflows of $858 million last week, with bitcoin products absorbing $706 million, ether $77 million, solana $48 million, and $XRP $40 million.

The largest data point was the $14 million in outflows from bitcoin short positions, the biggest weekly short unwind of 2026. Money is leaving bearish bets on bitcoin even as the macro tape turns choppier, which is the kind of positioning shift that typically precedes upward grinds rather than capitulations.

FxPro's chief market analyst Alex Kuptsikevich said the broader sentiment index has settled just below the midpoint of its range, recording readings of 47, 48 and 49 over the past three days, suggesting bears still have a slight upper hand.

Bitcoin "lost its upward momentum as it approached the 200-day moving average," he said in a note, referring to the long-term trend line that smooths out short-term price noise.

"Although this line is trending downwards, the market has failed to break through it for the past six days. On the other hand, as the decline is quite modest, it resembles nothing more than a breather following a rally."

CoinShares also noted that last week's inflow surge came alongside a compromise on stablecoin yield treatment under the CLARITY Act, which the Senate Banking Committee is expected to consider next week. The regulatory progress is one of the few clean tailwinds the market has had since the Iran war began, and it is showing up in the flow data rather than the price action.

For now, bitcoin holding $81,000 after a CPI print this hot and a Treasury yield setup this tight is the kind of behaviour that suggests structural buyers are still active under the price.这是否能持续到下周的参议院加价和下一轮宏观数据是下一个考验。