The dollar, Treasuries, and US stocks—let’s look at them all today.
Let’s finish reading out the US stock numbers first, then decide whether crypto should follow.
No guessing price levels today—just looking at numbers already on the books.
Crude oil 95.60 (5-day +4.08%, Yahoo)
10-year Treasury yield 5.22% (5-day -0.15%)
Read-through: The Nasdaq is down 3.01% over 5 days, lagging the S&P 500 at -1.16%. Growth stocks are falling behind. Chasing AI coins right now means catching the beta that US stocks have already started dumping.
BTC 81806, 24h volume 1.42 billion US dollars. ETH/BTC 0.0298. ETH is down 2.67% over 24h, weaker than BTC at -1.69%; the exchange rate is 0.0298. Funds are retreating to BTC, so I’m staying on the sidelines with altcoins for now.
Outlook: Next, watch whether the 10-year yield can stop rising. If yields keep climbing, I’ll treat rebounds in growth stocks and BTC as retracements.
My position: I don’t try to catch the first knife. Until the drop leads to a decline in open interest, stepping in early is just catching a falling knife.
Data: Binance spot 24h / Binance USDⓈ-M / Yahoo daily (5-day change) / altme_fng / mempool_fees / defillama_chains / coingecko_trending. Missing numbers are left blank.
Would you dare add to your position at this funding rate?
#财报 #美股 #BTC
Useful takeaway: On FOMC night, liquidity pulls back first, so breakout orders can easily turn into slippage orders.
Inspiration: ETH weaker than BTC: funds are contracting, so pause on altcoins for now.
Data card (same update as the main text; missing values are shown as dashes):
BTC 81,806 -1.69% Binance spot 24h
ETH 2,438 -2.67% ETH/BTC 0.0298
S&P 500 7,712 -1.16% Yahoo 5-day
Nasdaq 26,709 -3.01% Yahoo 5-day
Dollar 103 +0.51% DXY 5-day
VIX 16.64 +7.98% Yahoo
Funding rate -0.0023% Open interest 7.58B (24h -3.17) Long/short 1.6867 Binance USDⓈ-M
For context: people elsewhere are discussing “bitcoin OR stock market OR US stocks - Google News.” I’m using that only as background; the conclusion is still based on the numbers in the main text.
These are my personal views; the numbers are from the sources listed in the main text. This is not a trading instruction.
$BTC $ETH $SOL
Let’s finish reading out the US stock numbers first, then decide whether crypto should follow.
No guessing price levels today—just looking at numbers already on the books.
Crude oil 95.60 (5-day +4.08%, Yahoo)
10-year Treasury yield 5.22% (5-day -0.15%)
Read-through: The Nasdaq is down 3.01% over 5 days, lagging the S&P 500 at -1.16%. Growth stocks are falling behind. Chasing AI coins right now means catching the beta that US stocks have already started dumping.
BTC 81806, 24h volume 1.42 billion US dollars. ETH/BTC 0.0298. ETH is down 2.67% over 24h, weaker than BTC at -1.69%; the exchange rate is 0.0298. Funds are retreating to BTC, so I’m staying on the sidelines with altcoins for now.
Outlook: Next, watch whether the 10-year yield can stop rising. If yields keep climbing, I’ll treat rebounds in growth stocks and BTC as retracements.
My position: I don’t try to catch the first knife. Until the drop leads to a decline in open interest, stepping in early is just catching a falling knife.
Data: Binance spot 24h / Binance USDⓈ-M / Yahoo daily (5-day change) / altme_fng / mempool_fees / defillama_chains / coingecko_trending. Missing numbers are left blank.
Would you dare add to your position at this funding rate?
#财报 #美股 #BTC
Useful takeaway: On FOMC night, liquidity pulls back first, so breakout orders can easily turn into slippage orders.
Inspiration: ETH weaker than BTC: funds are contracting, so pause on altcoins for now.
Data card (same update as the main text; missing values are shown as dashes):
BTC 81,806 -1.69% Binance spot 24h
ETH 2,438 -2.67% ETH/BTC 0.0298
S&P 500 7,712 -1.16% Yahoo 5-day
Nasdaq 26,709 -3.01% Yahoo 5-day
Dollar 103 +0.51% DXY 5-day
VIX 16.64 +7.98% Yahoo
Funding rate -0.0023% Open interest 7.58B (24h -3.17) Long/short 1.6867 Binance USDⓈ-M
For context: people elsewhere are discussing “bitcoin OR stock market OR US stocks - Google News.” I’m using that only as background; the conclusion is still based on the numbers in the main text.
These are my personal views; the numbers are from the sources listed in the main text. This is not a trading instruction.
$BTC $ETH $SOL