The dollar, U.S. Treasuries, and U.S. stocks—watch them together today
Don’t use last week’s rate-cut story to explain what’s happening in the market today.
In macro, these are live prices—not memories:
U.S. Dollar Index 101.92 (5-day +0.55%)
Crude oil 91.11 (5-day +1.94%, Yahoo)
S&P 7,723 (5-day -0.27%, Yahoo)
So: the Dollar Index’s 5-day +0.55% is still strengthening, while BTC over the last 24 hours is only +0.32%. This isn’t liquidity easing—it’s an independent move. I’m discounting its staying power.
Crypto: BTC 84,829 (+0.32%), funding rate 0.0026% (8h, Binance U-margined). ETH +0.71% is stronger than BTC +0.32%, and the exchange rate is 0.03175. This looks more like a spillover of risk-on sentiment—not BTC riding solo.
Next, I’ll watch whether the 10-year yield can stop rising. If yields keep climbing, I’ll treat any rebound in growth stocks and BTC as a pullback.
My position: sidelined. The price hasn’t picked a side, and I haven’t paid for leverage—opening a trade now is basically doing the exchange a favor.
Data: Binance spot 24h / Binance U-margined / Yahoo daily (5-day changes). Missing numbers won’t be filled in.
Are you currently flat, waiting for a retest, or are you already on the train?
#宏观 #BTC #U.S. stocks
Data card (same round as the main text; what’s missing is the dash):
BTC 84,829 +0.32% Binance spot 24h
ETH 2,693 +0.71% ETH/BTC 0.03175
S&P 7,723 -0.27% Yahoo 5-day
Nasdaq 27,191 +0.45% Yahoo 5-day
Dollar 102 +0.55% DXY 5-day
VIX 15.31 -4.73% Yahoo
Rate 0.0026% Open interest 8.24B (24h -0.07) Long/Short 1.2257 Binance U-margined
Supporting evidence: out there people are discussing “"bitcoin OR stock market OR 美股" - Google News”. I’m only using it as background—the conclusion should still be based on the numbers in the main text.
Personal view: numbers come from the sources cited in the main text. Not a trading instruction.
Don’t use last week’s rate-cut story to explain what’s happening in the market today.
In macro, these are live prices—not memories:
U.S. Dollar Index 101.92 (5-day +0.55%)
Crude oil 91.11 (5-day +1.94%, Yahoo)
S&P 7,723 (5-day -0.27%, Yahoo)
So: the Dollar Index’s 5-day +0.55% is still strengthening, while BTC over the last 24 hours is only +0.32%. This isn’t liquidity easing—it’s an independent move. I’m discounting its staying power.
Crypto: BTC 84,829 (+0.32%), funding rate 0.0026% (8h, Binance U-margined). ETH +0.71% is stronger than BTC +0.32%, and the exchange rate is 0.03175. This looks more like a spillover of risk-on sentiment—not BTC riding solo.
Next, I’ll watch whether the 10-year yield can stop rising. If yields keep climbing, I’ll treat any rebound in growth stocks and BTC as a pullback.
My position: sidelined. The price hasn’t picked a side, and I haven’t paid for leverage—opening a trade now is basically doing the exchange a favor.
Data: Binance spot 24h / Binance U-margined / Yahoo daily (5-day changes). Missing numbers won’t be filled in.
Are you currently flat, waiting for a retest, or are you already on the train?
#宏观 #BTC #U.S. stocks
Data card (same round as the main text; what’s missing is the dash):
BTC 84,829 +0.32% Binance spot 24h
ETH 2,693 +0.71% ETH/BTC 0.03175
S&P 7,723 -0.27% Yahoo 5-day
Nasdaq 27,191 +0.45% Yahoo 5-day
Dollar 102 +0.55% DXY 5-day
VIX 15.31 -4.73% Yahoo
Rate 0.0026% Open interest 8.24B (24h -0.07) Long/Short 1.2257 Binance U-margined
Supporting evidence: out there people are discussing “"bitcoin OR stock market OR 美股" - Google News”. I’m only using it as background—the conclusion should still be based on the numbers in the main text.
Personal view: numbers come from the sources cited in the main text. Not a trading instruction.