In the equity-reporting-season trading reactions, let's jot down key points one by one
US stocks—interest is back on the rise. Let’s follow the thread and talk for a bit.
First, let’s cover what’s happening on the US stock side; the crypto market is moving along with it.
1. If YoY CPI falls below 3%, the market will bet on a 50bp rate cut in September. That’s a direct positive for crypto.
2. The S&P has been pushing higher several times recently without gaining volume; technically, it looks more like it’s waiting for the earnings window to provide direction.
3. The US Treasury yield curve is steepening. The spread between the 2-year and 10-year yields is widening, reflecting both a warming of recession expectations and an increasing likelihood of rate cuts.
The timing in US stocks directly affects crypto’s opening sentiment. Before Monday’s open, crypto sentiment mainly hinges on these data points.
On the crypto side, a quick read-through: BTC 81356（+0.19%），ETH 2635. Both BTC and ETH are consolidating in low-volume trading—waiting to choose a direction before adding positions.
Consider reducing exposure in batches and keep risk exposure within 1.5x of account equity.
Do you think this can pass?
#美股 #BTC #Trading Observation
For personal observation only and does not constitute investment advice.
US stocks—interest is back on the rise. Let’s follow the thread and talk for a bit.
First, let’s cover what’s happening on the US stock side; the crypto market is moving along with it.
1. If YoY CPI falls below 3%, the market will bet on a 50bp rate cut in September. That’s a direct positive for crypto.
2. The S&P has been pushing higher several times recently without gaining volume; technically, it looks more like it’s waiting for the earnings window to provide direction.
3. The US Treasury yield curve is steepening. The spread between the 2-year and 10-year yields is widening, reflecting both a warming of recession expectations and an increasing likelihood of rate cuts.
The timing in US stocks directly affects crypto’s opening sentiment. Before Monday’s open, crypto sentiment mainly hinges on these data points.
On the crypto side, a quick read-through: BTC 81356（+0.19%），ETH 2635. Both BTC and ETH are consolidating in low-volume trading—waiting to choose a direction before adding positions.
Consider reducing exposure in batches and keep risk exposure within 1.5x of account equity.
Do you think this can pass?
#美股 #BTC #Trading Observation
For personal observation only and does not constitute investment advice.