2026-08-15 A few observations on this setup

From after last Friday’s US stock close to this weekend, a few events need to be put in order.

1. If the dollar in this round weakens, BTC usually follows up with a rise for 1–3 days, so the timing needs to be prepared before the crypto market opens.
2. A few suppliers on the NVDA chain have been a bit active lately, as funds are positioning ahead of next week’s earnings season.
3. On the FOMC side, the market is currently pricing a relatively high probability of 25bp; the key focus is the dot plot and hints for September.

The timing in the US stock market directly affects sentiment at the crypto market’s open. In general, crypto lags US stocks by about 4–8 hours. The key is the volume/power of the first 1h candlestick after the open.

A simple read-through for crypto here: BTC 62934 (-0.86%), ETH 1879; the correlation is on the weaker side. Crypto is still waiting for the US market to send signals.

It’s currently suitable to reduce positions over the weekend and come back once the direction is clear when the market opens on Monday.

Do you think this time it can pass?

#美股 #BTC #Trading Observations

For personal observation only and does not constitute investment advice.