US stock momentum watch: where are the leading troops
Today, there’s no new narrative in US stocks—only the up/down moves.
These macro items are current prices, not a recap:
Gold 4,202 (5-day -2.23%, Yahoo)
Nasdaq 26,798 (5-day -1.64%, Yahoo)
VIX 16.04 (5-day +5.67%)
So: the 10Y US Treasury yield is 5.25%, and it’s up another +2.76% over the next 5 days. The long end is draining liquidity—both the growth-stock valuation story and the BTC valuation story have to step aside.
Crypto: BTC 83,494 (+0.59%), funding rate 0.0060% (8h, Binance USDT-margined). ETH +0.43% is moving in step with BTC +0.59%, exchange rate 0.03202. If there’s no independent price action, don’t single out altcoins with a bet.
In crypto, watch just one thing: can BTC close above the 24h high of 84,564? If it can’t, then “following the move” is just talk.
My position: standing by. Price hasn’t chosen a side, and leverage hasn’t been paid for—opening a trade right now is doing work for the exchange.
Data: Binance spot 24h / Binance USDT-margined / Yahoo daily (5-day change).
Missing numbers aren’t filled in.
meme—when it hasn’t outperformed BTC, are you still holding it?
#宏观 #BTC #US stocks
Data card (same batch as the main text; what’s missing is the separators):
BTC 83,494 +0.59% Binance spot 24h
ETH 2,674 +0.43% ETH/BTC 0.03202
S&P 7,671 -1.21% Yahoo 5-day
Nasdaq 26,798 -1.64% Yahoo 5-day
Dollar 101 +0.10% DXY 5-day
VIX 16.04 +5.67% Yahoo
Funding 0.0060% Open interest 7.74B (24h +0.32) Long/Short 1.3725 Binance USDT-margined
Supporting note: out there, people are discussing “"bitcoin OR stock market OR US stocks" - Google News”. I only use it as background; the conclusion still relies on the numbers in the main text.
Personal view—numbers are sourced in the main text. Not a trading instruction.
Today, there’s no new narrative in US stocks—only the up/down moves.
These macro items are current prices, not a recap:
Gold 4,202 (5-day -2.23%, Yahoo)
Nasdaq 26,798 (5-day -1.64%, Yahoo)
VIX 16.04 (5-day +5.67%)
So: the 10Y US Treasury yield is 5.25%, and it’s up another +2.76% over the next 5 days. The long end is draining liquidity—both the growth-stock valuation story and the BTC valuation story have to step aside.
Crypto: BTC 83,494 (+0.59%), funding rate 0.0060% (8h, Binance USDT-margined). ETH +0.43% is moving in step with BTC +0.59%, exchange rate 0.03202. If there’s no independent price action, don’t single out altcoins with a bet.
In crypto, watch just one thing: can BTC close above the 24h high of 84,564? If it can’t, then “following the move” is just talk.
My position: standing by. Price hasn’t chosen a side, and leverage hasn’t been paid for—opening a trade right now is doing work for the exchange.
Data: Binance spot 24h / Binance USDT-margined / Yahoo daily (5-day change).
Missing numbers aren’t filled in.
meme—when it hasn’t outperformed BTC, are you still holding it?
#宏观 #BTC #US stocks
Data card (same batch as the main text; what’s missing is the separators):
BTC 83,494 +0.59% Binance spot 24h
ETH 2,674 +0.43% ETH/BTC 0.03202
S&P 7,671 -1.21% Yahoo 5-day
Nasdaq 26,798 -1.64% Yahoo 5-day
Dollar 101 +0.10% DXY 5-day
VIX 16.04 +5.67% Yahoo
Funding 0.0060% Open interest 7.74B (24h +0.32) Long/Short 1.3725 Binance USDT-margined
Supporting note: out there, people are discussing “"bitcoin OR stock market OR US stocks" - Google News”. I only use it as background; the conclusion still relies on the numbers in the main text.
Personal view—numbers are sourced in the main text. Not a trading instruction.