During earnings season, check guidance before profits

Read through the U.S. market numbers first, then decide whether crypto will follow.

Calculate technical levels using today’s highs and lows; don’t force old support levels onto the chart.

Crude oil 98.49 (5-day -2.88%, Yahoo)
Nasdaq 26,425 (5-day -2.87%, Yahoo)

BTC 24h high 83439 / low 81322, current price 83154. The 10-year yield is 5.12%, down -1.41% over 5 days. Lower rates give risk assets a window, but what matters is whether it lasts—not a single daily candle.

ETH +2.91%, outperforming BTC at +2.16%; exchange rate 0.02951. This looks like risk appetite spilling over, not BTC going it alone.

VIX is now 17.18. If it gets above 18, I’ll cut my futures position in half. I’m not going to argue with the U.S. closing price.

My positioning: 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. I don’t fill in missing numbers.
When meme coins aren’t outperforming BTC, are you still holding them?

#美股 #技术面 #BTC

Takeaway: The dot plot shows each official’s individual projection; it is not the next meeting’s decision.
Insight: The 10-year yield is rising: valuation stories take a back seat, and I’m only keeping spot positions for pullbacks.

Data card (same update as the main text; missing values are shown as dashes):
BTC 83,154 +2.16% Binance spot 24h
ETH 2,454 +2.91% ETH/BTC 0.02951
S&P 7,713 -1.19% Yahoo 5-day
Nasdaq 26,425 -2.87% Yahoo 5-day
Dollar 102 -0.08% DXY 5-day
VIX 17.18 +4.37% Yahoo
Funding rate 0.0089% Open interest 7.97B (24h +2.79) Long/short 1.4355 Binance USDⓈ-M

For context: people are discussing “bitcoin OR stock market OR U.S. stocks” - Google News. I treat that only as background; my conclusions are still based on the numbers in the main text.

Personal opinion; figures are from the sources listed in the main text. This is not a trading instruction.

$BTC $ETH $SOL