CoinMeta data: According to the latest market report, $82,500 is a key level to watch this week for BTC. Previously, this level has served as the upper boundary of a range for several weeks. If BTC closes below it again, any subsequent breakout will be in question. Last week, U.S. spot BTC ETF saw a net inflow of $999 million on Monday, reaching the highest level for a single day in 2026, but by Friday it had dropped to less than $150 million. Meanwhile, their trading desk observed net selling pressure throughout the week, mainly from retail investors turning to altcoins after realizing profits. Wintermute believes that current ETF capital flows are still supporting mainstream crypto assets, but the breadth of the altcoin market is already at a high level. If BTC continues to rise, we need to see a corresponding increase in its market share. On a macro level, Wintermute believes that oil prices will be an important factor affecting expectations for another interest rate hike in October. If Brent crude oil remains at around $100 or above, related interest rate hike expectations may continue to be priced into the market.