Nasdaq and BTC—there’s something interesting about their correlation today.
U.S. stocks have become the focus today, so let me share my thoughts.
A few reference points before the U.S. market opens.
In recent attempts to push higher, the S&P 500 hasn’t seen meaningful volume—technically, it looks more like it’s waiting for the earnings window to provide direction.
The impact chain on the crypto market is like this: increased AI capital expenditures → more incremental orders for NVDA/Super Micro → AI tokens like TAO/FET/RENDER see capital flow back in.
On the liquidity front: BTC 85452 (+5.01%); the AI sector is consolidating on lower volume. Right now, the market’s outlook is neutral versus U.S. stocks—not up, not down.
My suggestion is to mainly watch and wait; don’t chase rallies and don’t sell in panic.
In the coming week, which event are you most focused on?
#财报 #AI #BTC
For personal observation only and does not constitute investment advice.
U.S. stocks have become the focus today, so let me share my thoughts.
A few reference points before the U.S. market opens.
In recent attempts to push higher, the S&P 500 hasn’t seen meaningful volume—technically, it looks more like it’s waiting for the earnings window to provide direction.
The impact chain on the crypto market is like this: increased AI capital expenditures → more incremental orders for NVDA/Super Micro → AI tokens like TAO/FET/RENDER see capital flow back in.
On the liquidity front: BTC 85452 (+5.01%); the AI sector is consolidating on lower volume. Right now, the market’s outlook is neutral versus U.S. stocks—not up, not down.
My suggestion is to mainly watch and wait; don’t chase rallies and don’t sell in panic.
In the coming week, which event are you most focused on?
#财报 #AI #BTC
For personal observation only and does not constitute investment advice.