📈 TradFi Daily | 11.5
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🇺🇸 U.S. Stocks
▪️ After the U.S. midterm elections, major Wall Street trading desks believe U.S. stocks still have room to rise by year-end. Prediction markets had already priced in expectations of a Democratic sweep of Congress, indicating that policy trades are being repriced.
▪️ The brief did not provide specific closing data for major indexes.
▪️ At the corporate level, Snap’s third-quarter revenue fell short of expectations, and its shares dropped more than 10% after hours. Strategy’s STRC security reached $100 for the first time since May. The former reflects earnings pressure; the latter signals a modest recovery in sentiment toward crypto-related securities, but does not mean BTC spot prices rose in tandem.
🥇 Gold & Commodities
▪️ This batch of briefings contained no specific price or supply-and-demand data for gold, silver, or copper, leaving little new basis for assessing the direction of precious metals. Going forward, attention should remain on changes in the dollar and real interest rates after the U.S. election, as well as the transmission of geopolitical risks.
🛢️ Crude Oil
▪️ Brent crude futures settled at $94.62 per barrel, down $8.98, or 8.67%. If this decline continues, it could ease inflation and upward pressure on interest rates. However, subsequent supply developments and geopolitical news could push risk premiums higher again.
🔗 Correlation with BTC
The unwinding of the political premium after the midterm elections has already sent Trump-linked tokens lower, suggesting that event-driven capital may quickly exit high-volatility assets. Liquid has restored full reserves, backing an equivalent amount of L-BTC with 4,270.54 BTC. In addition, third-quarter profits at a Bitcoin mining company backed by the Trump family provide localized support for the crypto market. For $BTC , if falling oil prices cool inflation and Treasury yields, alongside net ETF inflows and improving risk appetite, the liquidity environment could become relatively favorable. However, this batch of briefings contains no ETF flow data, and the performance of individual stocks or tokens cannot be directly extrapolated to spot price movements.
Markets involve risk. Invest with caution. This article does not constitute investment advice.
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🇺🇸 U.S. Stocks
▪️ After the U.S. midterm elections, major Wall Street trading desks believe U.S. stocks still have room to rise by year-end. Prediction markets had already priced in expectations of a Democratic sweep of Congress, indicating that policy trades are being repriced.
▪️ The brief did not provide specific closing data for major indexes.
▪️ At the corporate level, Snap’s third-quarter revenue fell short of expectations, and its shares dropped more than 10% after hours. Strategy’s STRC security reached $100 for the first time since May. The former reflects earnings pressure; the latter signals a modest recovery in sentiment toward crypto-related securities, but does not mean BTC spot prices rose in tandem.
🥇 Gold & Commodities
▪️ This batch of briefings contained no specific price or supply-and-demand data for gold, silver, or copper, leaving little new basis for assessing the direction of precious metals. Going forward, attention should remain on changes in the dollar and real interest rates after the U.S. election, as well as the transmission of geopolitical risks.
🛢️ Crude Oil
▪️ Brent crude futures settled at $94.62 per barrel, down $8.98, or 8.67%. If this decline continues, it could ease inflation and upward pressure on interest rates. However, subsequent supply developments and geopolitical news could push risk premiums higher again.
🔗 Correlation with BTC
The unwinding of the political premium after the midterm elections has already sent Trump-linked tokens lower, suggesting that event-driven capital may quickly exit high-volatility assets. Liquid has restored full reserves, backing an equivalent amount of L-BTC with 4,270.54 BTC. In addition, third-quarter profits at a Bitcoin mining company backed by the Trump family provide localized support for the crypto market. For $BTC , if falling oil prices cool inflation and Treasury yields, alongside net ETF inflows and improving risk appetite, the liquidity environment could become relatively favorable. However, this batch of briefings contains no ETF flow data, and the performance of individual stocks or tokens cannot be directly extrapolated to spot price movements.
Markets involve risk. Invest with caution. This article does not constitute investment advice.