The linkage between overnight US stocks and the crypto market—let’s make it clear
First, read through the numbers from the US stock market, then decide whether to follow into crypto.
Today, I won’t guess price targets—I'll only look at numbers that have already materialized.
US 10Y Treasury 5.29% (5-day +2.54%)
US Dollar Index 101.49 (5-day +0.51%)
Transmission: The 10Y US Treasury yield is 5.29%, and over the next 5 days it’s pushed up another +2.54%. The long-end is draining liquidity, so the valuation narratives for growth stocks and BTC have to make room.
BTC 83688, 24h volume $1.53B. ETH/BTC 0.03203. ETH 24h -0.42%, weaker than BTC +0.10%; exchange rate 0.03203. Funds are shrinking into BTC—altcoins on the right side should hold off and wait.
Outlook: In crypto, I’m only watching one thing: Can BTC close above the 24h high of 85650? If it can’t get above it, then any rally is just talk.
My position: I only buy pullbacks, not breakout chase orders. If the structure hasn’t broken, I can keep the core position; adding must wait for a pullback setup.
Data: Binance spot 24h / Binance U-denominated / Yahoo daily (5-day change). Missing numbers won’t be filled in.
Can you really add to your position at this fee rate?
#财报 #美股 #BTC
Data card (same batch as the main text; what’s missing is the hyphen):
BTC 83,688 +0.10% Binance spot 24h
ETH 2,681 -0.42% ETH/BTC 0.03203
S&P 7,652 -0.71% Yahoo 5-day
Nasdaq 26,861 -0.28% Yahoo 5-day
US Dollar 101 +0.51% DXY 5-day
VIX 16.34 +4.28% Yahoo
Fee rate 0.0098% Open interest 7.99B (24h +3.27) Long/Short 1.3041 Binance U-denominated
Side proof: People out there are discussing “\"bitcoin OR stock market OR 美股\" - Google News”. I’m only using it as background—my conclusion still relies on the numbers in the main text.
Personal view: the numbers come from the source shown in the main text. Not an order instruction.
First, read through the numbers from the US stock market, then decide whether to follow into crypto.
Today, I won’t guess price targets—I'll only look at numbers that have already materialized.
US 10Y Treasury 5.29% (5-day +2.54%)
US Dollar Index 101.49 (5-day +0.51%)
Transmission: The 10Y US Treasury yield is 5.29%, and over the next 5 days it’s pushed up another +2.54%. The long-end is draining liquidity, so the valuation narratives for growth stocks and BTC have to make room.
BTC 83688, 24h volume $1.53B. ETH/BTC 0.03203. ETH 24h -0.42%, weaker than BTC +0.10%; exchange rate 0.03203. Funds are shrinking into BTC—altcoins on the right side should hold off and wait.
Outlook: In crypto, I’m only watching one thing: Can BTC close above the 24h high of 85650? If it can’t get above it, then any rally is just talk.
My position: I only buy pullbacks, not breakout chase orders. If the structure hasn’t broken, I can keep the core position; adding must wait for a pullback setup.
Data: Binance spot 24h / Binance U-denominated / Yahoo daily (5-day change). Missing numbers won’t be filled in.
Can you really add to your position at this fee rate?
#财报 #美股 #BTC
Data card (same batch as the main text; what’s missing is the hyphen):
BTC 83,688 +0.10% Binance spot 24h
ETH 2,681 -0.42% ETH/BTC 0.03203
S&P 7,652 -0.71% Yahoo 5-day
Nasdaq 26,861 -0.28% Yahoo 5-day
US Dollar 101 +0.51% DXY 5-day
VIX 16.34 +4.28% Yahoo
Fee rate 0.0098% Open interest 7.99B (24h +3.27) Long/Short 1.3041 Binance U-denominated
Side proof: People out there are discussing “\"bitcoin OR stock market OR 美股\" - Google News”. I’m only using it as background—my conclusion still relies on the numbers in the main text.
Personal view: the numbers come from the source shown in the main text. Not an order instruction.