Trends, earnings reports, and technicals—let’s talk about them separately today.

For U.S. stocks, keep the rhythm in mind—today we’ll focus on correlation.

The U.S. stocks theme has been a bit tightly paced lately, so let’s go through it one by one.

The energy sector moves with oil prices: when geopolitical tensions tighten, there will be hedging activity within the S&P.

The U.S. Dollar Index has been hovering around 100. A weaker DXY is structurally bullish for BTC.

How does this connect to the crypto market? Lower PCE → rate-cut expectations heat up → the dollar weakens → BTC benefits.

Market snapshot: BTC 86244 (+0.92%), DXY moves in tandem and weakens.

If it breaks a key level, you can follow with a small position; place a stop-loss below the structural level.

How about the meme side—do you still have positions recently?

#宏观 #BTC #FOMC

This is for personal observation only and does not constitute investment advice.