The dollar, Treasuries, and US stocks—let’s look at them all today.

Don’t use last week’s rate-cut story to explain today’s market.

No guessing price levels today—just looking at the numbers already in.

Crude oil 99.02 (5-day +5.63%, Yahoo)
Dow 52,002 (5-day +0.67%, Yahoo)

Transmission: 10-year yield 5.10%, down -2.71% over 5 days. Falling rates give risk assets a window, but what matters is whether it lasts—not just one daily candle.

BTC 81605, 24h volume 1.08 billion USD. ETH/BTC 0.02975. ETH at -0.86% is tracking closely with BTC at -0.77%; the exchange rate is 0.02975. Without an independent move, don’t go all-in on altcoins.

Looking ahead: next, watch whether the 10-year yield can stabilize. If yields keep climbing, I’ll treat rallies in growth stocks and BTC as retracements.

My position: I only buy pullbacks; I don’t chase breakouts. If the structure holds, I can keep a core position. Any additions have to wait for a pullback level.

Data: Binance spot 24h / Binance USDⓈ-M / Yahoo daily (5-day change) / altme_fng / mempool_fees / defillama_chains / coingecko_trending. Missing numbers are not filled in.
Are you flat and waiting for a pullback, or already on board?

#财报 #美股 #BTC

Practical takeaway: If there’s downtime or abnormal block production, close high-leverage positions first; explain the volatility afterward.
Idea: BTC fast-tier fees are rising: on-chain activity is there, and spot can be steadier than futures.

Data card (same update as the main text; missing values are dashes):
BTC 81,605 -0.77% Binance spot 24h
ETH 2,428 -0.86% ETH/BTC 0.02975
S&P 7,659 -1.95% Yahoo 5-day
Nasdaq 26,140 -4.48% Yahoo 5-day
Dollar 102 -0.78% DXY 5-day
VIX 19.99 +31.43% Yahoo
Funding rate 0.0073% Open interest 7.67B (24h -1.19) Long/short 1.7122 Binance USDⓈ-M

For context: people are discussing “bitcoin OR stock market OR US stocks” - Google News. I’m only using it as background; my conclusions are still based on the numbers in the main text.

Personal views; numbers are from the sources listed in the main text. Not an instruction to trade.

$BTC $ETH $SOL