ChainCatcher 消息，QCP 发文分析称，BTC 目前稳定在 9 万美元高位，市场风险情绪改善，12 月降息预期升至 85%。但宏观信号仍然复杂，通胀依然高企，劳动力数据疲软。
AI 信贷领域出现警示信号，信用违约掉期 （CDS） 扩大，市场担忧 Nvidia 应收账款和库存上升。加密货币资金流向呈现类似趋势：ETF 持续流出，大多数产品交易价格低于净资产价值。MicroStrategy 策略再次受到审视，其 BTC 持仓接近盈亏平衡点，股票被列入 MSCI 退市观察名单。
期权市场显示谨慎情绪，比特币与 AI 股票相关性增强，恐慌贪婪指数下降。技术面上，比特币在 9.5 万美元附近可能遇到 ETF 相关抛压，下方 8-8.2 万美元区间仍为关键支撑位。
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