US dollar, US Treasuries, US stocks—watch them together today

First read through the US stock numbers, then decide whether crypto follows.

Which sectors are leading and which are falling—track the percentage change, not the stories.

US 10-year Treasury 5.23% (5-day -0.87%)
Gold 4,156 (5-day -0.03%, Yahoo)
Dow 51,232 (5-day +0.60%, Yahoo)

Assessment: S&P +1.29%, Nasdaq +1.20%; the index isn’t splitting. If it isn’t splitting, don’t make up sector stories—wait for the next high-volume candle.

Liquidity: BTC 81820 (-1.99%). ETH in the last 24h -4.16%, weaker than BTC (-1.99%); the exchange rate is 0.03014. Funds are shrinking toward BTC—altcoins should wait on the right side before acting.

For the next candle, 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: I don’t catch the first knife. Before the decline has translated into reducing positions, the left side is where you catch flying knives.

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

When it retraces—will you set orders there, or wait for the candle to close?

#美股 #板块 #BTC

Data snapshot (same batch as the main text; the missing items are the dashes):
BTC 81,820 -1.99% Binance spot 24h
ETH 2,466 -4.16% ETH/BTC 0.03014
S&P 7,765 +1.29% Yahoo 5-day
Nasdaq 27,193 +1.20% Yahoo 5-day
US dollar 102 -0.06% DXY 5-day
VIX 15.53 +1.44% Yahoo
Fee 0.0013% Open interest 7.59B (24h -5.45) Long/short 1.9248 Binance USD (U) contract basis

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

Personal view: the figures are from the sources shown in the main text. Not a trading instruction.