During earnings season, look at guidance before profits
There’s no new narrative in the US stock market today, just price moves.
I’m not guessing price levels today—just looking at the numbers already in.
Gold 4,181 (5-day +0.09%, Yahoo)
US Dollar Index 101.78 (5-day -0.39%)
The spillover: The Nasdaq is down 4.48% over 5 days, trailing the S&P 500 at -1.95%. Growth stocks are lagging. Chasing AI coins now means taking on the beta that US stocks have already started dumping.
BTC 80904, 24h volume 0.74 billion USD. ETH/BTC 0.02891. ETH is down 3.28% over 24h, weaker than BTC at -0.87%; the exchange rate is 0.02891. Capital is rotating into BTC, so I’m staying on the sidelines with altcoins for now.
Looking ahead: The next thing to watch is whether the 10-year yield can stabilize. If yields keep rising, I’ll treat rallies in growth stocks and BTC as rebounds within a downtrend.
My positioning: I only buy pullbacks; I don’t chase breakouts. If the structure holds, I can keep a core position. Any additions must wait for a pullback to my levels.
Data: Binance spot 24h / Binance U-margined / Yahoo daily (5-day change) / altme_fng / mempool_fees / defillama_chains / coingecko_trending. I won’t fill in missing numbers.
Would you place orders at pullback levels, or wait for the candle to close?
#财报 #美股 #BTC
Takeaway: During earnings season, listen to guidance—not the CEO’s vision for next year.
Insight: ETH weaker than BTC: capital is contracting, so pause altcoin trades for now.
Data card (same update as the main text; missing values are shown as dashes):
BTC 80,904 -0.87% Binance spot 24h
ETH 2,339 -3.28% ETH/BTC 0.02891
S&P 500 7,659 -1.95% Yahoo 5-day
Nasdaq 26,140 -4.48% Yahoo 5-day
Dollar 102 -0.39% DXY 5-day
VIX 19.99 +31.43% Yahoo
Funding rate -0.0007% Open interest 7.58B (24h -1.13) Long/short ratio 1.8281 Binance U-margined
For context: People are discussing “bitcoin OR stock market OR US stocks” - Google News. I’m using that only as background; my conclusions are still based on the numbers in the main text.
Just my personal views; numbers are from the sources listed in the main text. Not a trading instruction.
$BTC $ETH $SOL
There’s no new narrative in the US stock market today, just price moves.
I’m not guessing price levels today—just looking at the numbers already in.
Gold 4,181 (5-day +0.09%, Yahoo)
US Dollar Index 101.78 (5-day -0.39%)
The spillover: The Nasdaq is down 4.48% over 5 days, trailing the S&P 500 at -1.95%. Growth stocks are lagging. Chasing AI coins now means taking on the beta that US stocks have already started dumping.
BTC 80904, 24h volume 0.74 billion USD. ETH/BTC 0.02891. ETH is down 3.28% over 24h, weaker than BTC at -0.87%; the exchange rate is 0.02891. Capital is rotating into BTC, so I’m staying on the sidelines with altcoins for now.
Looking ahead: The next thing to watch is whether the 10-year yield can stabilize. If yields keep rising, I’ll treat rallies in growth stocks and BTC as rebounds within a downtrend.
My positioning: I only buy pullbacks; I don’t chase breakouts. If the structure holds, I can keep a core position. Any additions must wait for a pullback to my levels.
Data: Binance spot 24h / Binance U-margined / Yahoo daily (5-day change) / altme_fng / mempool_fees / defillama_chains / coingecko_trending. I won’t fill in missing numbers.
Would you place orders at pullback levels, or wait for the candle to close?
#财报 #美股 #BTC
Takeaway: During earnings season, listen to guidance—not the CEO’s vision for next year.
Insight: ETH weaker than BTC: capital is contracting, so pause altcoin trades for now.
Data card (same update as the main text; missing values are shown as dashes):
BTC 80,904 -0.87% Binance spot 24h
ETH 2,339 -3.28% ETH/BTC 0.02891
S&P 500 7,659 -1.95% Yahoo 5-day
Nasdaq 26,140 -4.48% Yahoo 5-day
Dollar 102 -0.39% DXY 5-day
VIX 19.99 +31.43% Yahoo
Funding rate -0.0007% Open interest 7.58B (24h -1.13) Long/short ratio 1.8281 Binance U-margined
For context: People are discussing “bitcoin OR stock market OR US stocks” - Google News. I’m using that only as background; my conclusions are still based on the numbers in the main text.
Just my personal views; numbers are from the sources listed in the main text. Not a trading instruction.
$BTC $ETH $SOL