比特币回落至 7.79 万，衍生品交易增 56%

$3.64B net outflow pushing BTC to $77,900. That Deribit put skew hints at short-term downside risk before any bounce.

Binance's $3.64B net outflow, largely tied to recovering stolen funds, coincides with a $643M single-day drain from spot ETFs. That volume gap suggests heavy redistribution rather than panic. Derivatives data confirms strain: liquidations jumped 77% and put options dominate the top three on Deribit. Price dropping to $77,900 aligns with these flows, but open interest staying flat implies leverage isn't exploding yet. The disconnect between spot exits and stable futures positioning warrants attention without signaling a crash.