HOOD surged 3.41% to 106.17 in 24 hours, but at the macro level, yields have already spiked to their early-2025 highs. Global inflation concerns are intensifying. The funding rate is 0.000157, which is positive—longs are continuously paying fees—and open interest of 130,000 indicates that positions have not meaningfully eased. The transmission chain is clear: rising yields increase financing costs, which typically compresses overvalued growth stocks. HOOD rising against the trend may rely on trading activity in the broker/financials sector to provide support.

Trading tag: #TradFi #链上美股 #HOOD

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