Market reactions during earnings season, noted one by one
Don’t use last week’s rate-cut narrative to explain today’s market.
Calculate technical levels from today’s highs and lows; don’t force old support levels onto the chart.
10-year U.S. Treasury yield 5.10% (5-day -2.71%)
U.S. Dollar Index 101.78 (5-day -0.78%)
BTC 24h high 81770 / low 80820, current price 81296. The Nasdaq is down 4.48% over 5 days, lagging the S&P 500 at -1.95%; growth stocks are falling behind. Chasing AI coins now means taking on the beta that U.S. stocks have already started dumping.
ETH 24h -1.21%, weaker than BTC at -0.41%; exchange rate 0.02946. Capital is rotating into BTC; wait for altcoins to confirm a move before taking positions.
There’s only one thing I’m watching in crypto: can BTC close above its 24h high of 81770? If it can’t, talk of following the rally is just hot air.
My position: waiting. Prices haven’t picked a direction, and leverage hasn’t paid off. Opening a position now would be working for the exchange.
Data: Binance spot 24h / Binance U-margined / Yahoo daily chart (5-day change) / altme_fng / mempool_fees / defillama_chains / coingecko_trending. Missing figures are left out.
When memes aren’t outperforming BTC, are you still holding them?
#美股 #技术面 #BTC
Useful takeaway: ETF issuer creations and redemptions are flows, not verbal bullish or bearish commentary.
Inspiration: As 10-year yields rise, valuation narratives take a back seat; for spot, only keep levels for pullbacks.
Data card (same update as the main text; missing figures are shown as dashes):
BTC 81,296 -0.41% Binance spot 24h
ETH 2,395 -1.21% ETH/BTC 0.02946
S&P 500 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 0.0052% Open interest 7.67B (24h -0.23) Long/short 1.7442 Binance U-margined
For context: people elsewhere are discussing “"bitcoin OR stock market OR 美股" - Google News”. I’m treating it only as background; my conclusions are still based on the figures in the main text.
Personal opinion; figures are from the sources cited in the main text. Not an instruction to trade.
$BTC $ETH $SOL
Don’t use last week’s rate-cut narrative to explain today’s market.
Calculate technical levels from today’s highs and lows; don’t force old support levels onto the chart.
10-year U.S. Treasury yield 5.10% (5-day -2.71%)
U.S. Dollar Index 101.78 (5-day -0.78%)
BTC 24h high 81770 / low 80820, current price 81296. The Nasdaq is down 4.48% over 5 days, lagging the S&P 500 at -1.95%; growth stocks are falling behind. Chasing AI coins now means taking on the beta that U.S. stocks have already started dumping.
ETH 24h -1.21%, weaker than BTC at -0.41%; exchange rate 0.02946. Capital is rotating into BTC; wait for altcoins to confirm a move before taking positions.
There’s only one thing I’m watching in crypto: can BTC close above its 24h high of 81770? If it can’t, talk of following the rally is just hot air.
My position: waiting. Prices haven’t picked a direction, and leverage hasn’t paid off. Opening a position now would be working for the exchange.
Data: Binance spot 24h / Binance U-margined / Yahoo daily chart (5-day change) / altme_fng / mempool_fees / defillama_chains / coingecko_trending. Missing figures are left out.
When memes aren’t outperforming BTC, are you still holding them?
#美股 #技术面 #BTC
Useful takeaway: ETF issuer creations and redemptions are flows, not verbal bullish or bearish commentary.
Inspiration: As 10-year yields rise, valuation narratives take a back seat; for spot, only keep levels for pullbacks.
Data card (same update as the main text; missing figures are shown as dashes):
BTC 81,296 -0.41% Binance spot 24h
ETH 2,395 -1.21% ETH/BTC 0.02946
S&P 500 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 0.0052% Open interest 7.67B (24h -0.23) Long/short 1.7442 Binance U-margined
For context: people elsewhere are discussing “"bitcoin OR stock market OR 美股" - Google News”. I’m treating it only as background; my conclusions are still based on the figures in the main text.
Personal opinion; figures are from the sources cited in the main text. Not an instruction to trade.
$BTC $ETH $SOL