BTC oscillates below the $80K supply zone amid ETF inflows and AI market shifts.

Garrett Jin, agent of the "BTC OG Insider Whale," shared market insights indicating that current major positions remain supported overall, but advised beginning to manage concentration risk in holdings. Regarding Bitcoin, BTC is currently oscillating below the $80K–$82.5K supply zone, which represents the on-chain cost basis for a large volume of tokens accumulated prior to the previous rally. U.S. spot ETFs have recorded eight consecutive trading days of net inflows, totaling approximately $2.8 billion, with monthly net inflows for August reaching around $3.3 billion—the strongest monthly inflow of the year. The 7-day EMA of on-chain net realized profit and loss stands at approximately +$752 million, reflecting an overall bullish flow. A healthy price trajectory is expected as BTC consolidates within the $72.5K–$84K range; a sustained close above $82.5K would confirm a breakout, while a break below $76.6K accompanied by deteriorating ETF inflows, Coinbase premium, and on-chain profit/loss metrics would warrant caution for downside risk. In AI, recent OpenRouter data shows a 47% month-over-month increase in token usage, but only a 7% rise in spending, with the weighted average price declining 28%, indicating that growth is concentrated in lower-cost models. B200 rental prices fell slightly by 1.5% month-over-month in August—the first decline in six months—requiring continued monitoring. In memory, SK Hynix has consistently outperformed peers, with long-term supplier agreements covering approximately 50%–70% of its shipment volume; upward pricing potential for HBM remains intact.