First, look at these signals for the US stocks

Read out the numbers for US stocks first, then decide whether to follow the crypto market.

Look at which sectors are leading and which are falling, and the % moves—don’t listen to stories.

US Dollar Index 101.73 (5-day +0.52%)
DJIA 51,245 (5-day -1.13%, Yahoo)
Crude Oil 88.64 (5-day -4.28%, Yahoo)

Judgment: The US Dollar Index is still strengthening over the past 5 days (+0.52%), while BTC is up +1.93% over 24 hours. This isn’t liquidity easing—it’s an independent move. I discount its sustainability.

Flow of funds: BTC 85924 (+1.93%). ETH +0.75% over 24h, weaker than BTC (+1.93%); exchange rate 0.03169. Funds are shrinking into BTC. As for altcoins, wait and watch before the right side.

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

My position: I only do pullbacks, not breakout chase orders. If the structure hasn’t broken, you can keep the core position; adding must wait for the pullback setup.

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

When meme coins haven’t outperformed BTC, are you still holding them?

#美股 #板块 #BTC

Data card (same round as the main text; the missing part is the hyphen):
BTC 85,924 +1.93% Binance spot 24h
ETH 2,723 +0.75% ETH/BTC 0.03169
S&P 7,748 +0.07% Yahoo 5-day
Nasdaq 27,320 +0.93% Yahoo 5-day
Dollar 102 +0.52% DXY 5-day
VIX 15.57 -3.11% Yahoo
Fee rate 0.0035% Open interest 8.63B (24h +6.20) Long/Short 0.8678 Binance U-margined

Additional reference: out there people are discussing “"bitcoin OR stock market OR 美股" - Google News”. I only treat it as background; the conclusion is still based on the numbers in the main text.

Personal view: the numbers are from the sources shown in the main text. Not an order instruction.