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Binance Coin, Ethereum Lead Altcoin Surge as Bitcoin Lags Behind

BTC Price Rises Ahead of CPI Data and Trump-Xi Trade Talks

  • Binance Coin and Ethereum posted the strongest gains among major altcoins, surpassing Bitcoin‘s performance.
  • The new spot Bitcoin ETF from Grayscale saw heightened interest among retail investors.
  • Recent analysis indicates that stable or positive flows into spot Bitcoin ETFs have previously marked the start of market recoveries.
  • The overall cryptocurrency market rose by 1.2% in the last day, reaching a market cap of about $3.83 trillion.
  • Investors are closely watching U.S. inflation data and U.S.-China trade developments for further direction.

Major cryptocurrencies advanced early Friday amid reports of easing trade tensions between the U.S. and China and investor anticipation ahead of upcoming U.S. inflation data.

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Bitcoin gained 1.5% over the last 24 hours, trading around $111,100. Despite the price uptick, retail interest remained predominantly cautious, with sentiment shifting from high to normal levels in recent hours.

Pre-market, Grayscale’s Bitcoin Mini Trust ETF edged up 0.9%, drawing significant retail attention and a move in sentiment to “extremely bullish.” On-chain analytics firm Glassnode stated, “Spot Bitcoin ETFs are seeing net outflows, which have often clustered around local market lows as sentiment unwinds. When flows stabilize or turn positive, it has historically aligned with renewed demand and the early stages of trend recovery.” Glassnode added that upcoming U.S. Consumer Price Index (CPI) data could renew market volatility, noting “BTC options traders are holding back until the next macro catalyst.”

Investors are awaiting the September CPI release, with the inflation report being the last major U.S. economic reading before the Federal Reserve’s policy meeting. A lower CPI reading could increase expectations for rate cuts, while higher inflation may pressure risk-sensitive assets.

Altcoin gains were led by Binance Coin (BNB), which rose 1.9% to about $1,120 after a pardon was granted to Binance co-founder and former CEO Changpeng Zhao. Ethereum (ETH) also climbed 1.9%, trading just below $4,000. Other major altcoins, including Ripple (XRP) and Solana (SOL), increased 1.6%, while Cardano (ADA) and Dogecoin (DOGE) registered more modest gains. tron (TRX) was the only major altcoin in decline, down 3.6% over the past 24 hours.

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Liquidations in the cryptocurrency market reached $224 million, with roughly $94 million from long positions and $130 million from short positions, according to CoinGlass data.

In equity markets, shares of Strategy (MSTR), the largest corporate Bitcoin holder, rose 2.1% before the market opened. Bitmine Immersion Technologies (BMNR) and Coinbase (COIN) also saw gains of 2.8% and 2.6%, respectively.

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