The overnight linkage between US stocks and the crypto market—let’s make it clear
GOOGL has been getting a lot of attention these days, so let’s talk about the relevant tape.
Don’t use last week’s rate-cut story to explain today’s market.
No guessing levels today—only look at the numbers that are already in place.
Nasdaq 26,948 (5D +2.01%, Yahoo)
S&P 7,709 (5D +0.94%, Yahoo)
Transmission: 10Y U.S. Treasury yields are at 5.16%, rising another +3.24% over the past 5 days. The long end is draining liquidity; valuation narratives for growth stocks and BTC both need to step aside.
BTC 84,453, 24h trading volume $1.54B. ETH/BTC 0.03185. ETH +0.76% outperforms BTC +0.17%; the exchange rate is 0.03185. This is how risk appetite spills over—not just BTC acting alone.
Forward-looking: For the next candle, watch whether the 10Y yield can stop rising. If yields keep climbing, I’ll treat any bounce in growth stocks and BTC as a pullback.
My position: on the sidelines. The price hasn’t picked a side, and leverage hasn’t been paid for. Opening a position right now is just doing work for the exchange.
Data: Binance spot 24h / Binance U-margined / Yahoo daily (5-day gain/loss). Missing numbers won’t be filled in.
The dollar is still strong—how much are you planning to cut your crypto positions to?
#财报 #美股 #BTC
Personal view; numbers are from the sources stated in the text. Not a trading instruction.
GOOGL has been getting a lot of attention these days, so let’s talk about the relevant tape.
Don’t use last week’s rate-cut story to explain today’s market.
No guessing levels today—only look at the numbers that are already in place.
Nasdaq 26,948 (5D +2.01%, Yahoo)
S&P 7,709 (5D +0.94%, Yahoo)
Transmission: 10Y U.S. Treasury yields are at 5.16%, rising another +3.24% over the past 5 days. The long end is draining liquidity; valuation narratives for growth stocks and BTC both need to step aside.
BTC 84,453, 24h trading volume $1.54B. ETH/BTC 0.03185. ETH +0.76% outperforms BTC +0.17%; the exchange rate is 0.03185. This is how risk appetite spills over—not just BTC acting alone.
Forward-looking: For the next candle, watch whether the 10Y yield can stop rising. If yields keep climbing, I’ll treat any bounce in growth stocks and BTC as a pullback.
My position: on the sidelines. The price hasn’t picked a side, and leverage hasn’t been paid for. Opening a position right now is just doing work for the exchange.
Data: Binance spot 24h / Binance U-margined / Yahoo daily (5-day gain/loss). Missing numbers won’t be filled in.
The dollar is still strong—how much are you planning to cut your crypto positions to?
#财报 #美股 #BTC
Personal view; numbers are from the sources stated in the text. Not a trading instruction.