🌐 Cross-market macro outlook
Last week, the Federal Reserve raised rates by 25 bps to 3.75%-4.00%, the first hike since 2023. The yield on the 10-year U.S. Treasury climbed to around 5.05%. The U.S. Dollar Index remained strong, and gold fell. However, the crypto market did not follow risk assets lower. The Senate vote failure of the CLARITY Act instead triggered a $210B market-cap expansion. The SEC’s new innovation exemption opened the door to tokenized stock trading, and expectations of an independent regulatory path became a market support.
📊 Key dynamics in the crypto market
BTC pulled back 1.2% intraday to $80,358. The intraday trading range was $80,126-$81,951, with volume reaching $960M. ETH saw a larger decline, down 2.7% to $2,571, retreating from a $2,668 peak. BTC dominance edged lower, while the altcoin season accelerated—nearly 70% of altcoins outperformed BTC on a weekly basis.
🔥 Watchlist for today
1. ZEC: The privacy coin narrative continues to gain momentum, but it slid 6.6% intraday to $1,440. Leveraged long positions are nearing liquidation walls—be cautious about chasing.
2. AVAX: Up 6.9% intraday to $9.82. Positive momentum around NYSE testing of tokenized securities has been continuously released, and the SEC exemption is a direct beneficiary.
3. ENA: Up 6.3% to $0.203. Arthur Hayes publicly accumulated 25.3M tokens; amid altcoin rotation, it has performed strongly.
💡 Strategy outlook
BTC has formed short-term support near the $80K psychological level. If it holds $79,500, you could consider initiating a small long position, with a stop-loss at $78,800. For alts, focus on the continuity of AVAX’s tokenization narrative; you may scale in in batches if it retraces into the $9.4-$9.5 range. Overall position sizing is recommended to be kept within 50%. Liquidity may be weaker on Monday, so be alert to potential false breakouts.
#币安广场 #跨市场分析 #BTC
Last week, the Federal Reserve raised rates by 25 bps to 3.75%-4.00%, the first hike since 2023. The yield on the 10-year U.S. Treasury climbed to around 5.05%. The U.S. Dollar Index remained strong, and gold fell. However, the crypto market did not follow risk assets lower. The Senate vote failure of the CLARITY Act instead triggered a $210B market-cap expansion. The SEC’s new innovation exemption opened the door to tokenized stock trading, and expectations of an independent regulatory path became a market support.
📊 Key dynamics in the crypto market
BTC pulled back 1.2% intraday to $80,358. The intraday trading range was $80,126-$81,951, with volume reaching $960M. ETH saw a larger decline, down 2.7% to $2,571, retreating from a $2,668 peak. BTC dominance edged lower, while the altcoin season accelerated—nearly 70% of altcoins outperformed BTC on a weekly basis.
🔥 Watchlist for today
1. ZEC: The privacy coin narrative continues to gain momentum, but it slid 6.6% intraday to $1,440. Leveraged long positions are nearing liquidation walls—be cautious about chasing.
2. AVAX: Up 6.9% intraday to $9.82. Positive momentum around NYSE testing of tokenized securities has been continuously released, and the SEC exemption is a direct beneficiary.
3. ENA: Up 6.3% to $0.203. Arthur Hayes publicly accumulated 25.3M tokens; amid altcoin rotation, it has performed strongly.
💡 Strategy outlook
BTC has formed short-term support near the $80K psychological level. If it holds $79,500, you could consider initiating a small long position, with a stop-loss at $78,800. For alts, focus on the continuity of AVAX’s tokenization narrative; you may scale in in batches if it retraces into the $9.4-$9.5 range. Overall position sizing is recommended to be kept within 50%. Liquidity may be weaker on Monday, so be alert to potential false breakouts.
#币安广场 #跨市场分析 #BTC