2026-07-29 A few things on the tech stocks side

What happened in the US stock market this weekend.

If the dollar in this cycle weakens, BTC usually follows up for 1–3 days. In terms of timing, you should get ready in the crypto market before the opening.

The impact chain on the crypto market is like this: if the share of AI revenue in tech stock earnings reports increases → the market re-prices the AI narrative → the crypto market’s AI sector moves in sync.

Liquidity to watch: BTC 63753 (+0.67%), and the AI sector follows the broader market. BTC/ETH are both trading in low-volume consolidation—wait for a direction to be chosen before increasing your position size.

If key levels are broken, you can follow with a small position. Place a stop-loss below the structural level.

For this earnings report, are you leaning long or short?

#财报 #AI #BTC

For personal observation only and does not constitute investment advice.