First, look at these signals in US stocks

Read off the US stock numbers first, then decide whether to follow the crypto market.

The macro points below are current prices, not something from the past:

US 10Y Treasury 5.29% (5D +2.54%)
S&P 7,652 (5D -0.71%, Yahoo)
Gold 4,192 (5D +0.56%, Yahoo)

So: the US Dollar Index is up over 5 days (+0.53%) and still strengthening, but BTC is only +0.38% in the last 24 hours. This isn’t liquidity easing—it’s an independent move, and I discount its persistence.

Crypto: BTC 83,365 (+0.38%), funding rate 0.0035% (8h, Binance U-margined). ETH +0.54% tracks BTC +0.38% closely, with an FX rate of 0.03215. If there’s no independent trend, don’t blindly bet on alts.

Next candle to watch: whether the 10Y yield can stop rising. If yields keep climbing, I’ll treat the bounce in growth stocks and BTC as a pullback.

My position: staying on the sidelines. The price hasn’t picked a side, and leverage hasn’t been paid for. Opening a position now is just doing work for the exchange.

Data: Binance spot 24h / Binance U-margined / Yahoo daily candles (5D up/down). Missing figures aren’t filled in.

Would you dare to add to your position with this funding rate?

#宏观 #BTC #US stocks

Data card (same round as the main text; what’s missing is the dash):
BTC 83,365 +0.38% Binance spot 24h
ETH 2,680 +0.54% ETH/BTC 0.03215
S&P 7,652 -0.71% Yahoo 5D
Nasdaq 26,861 -0.28% Yahoo 5D
Dollar 102 +0.53% DXY 5D
VIX 16.84 +13.25% Yahoo
Funding rate 0.0035% Open interest 8.02B (24h +2.81) Long/short 1.4248 Binance U-margined

Supporting evidence: Out there people are discussing “"bitcoin OR stock market OR 美股" - Google News”. I only use it as background—the conclusion still depends on the numbers in the main text.

My personal view: the numbers are from the sources shown in the main text. This is not an instruction to place an order.