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

There’s no new narrative in the US stock market today, just price moves.

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

VIX 28.18 (5-day +45.11%)
Gold 4,055 (5-day +2.15%, Yahoo)

Transmission: 10-year yield 4.84%, down -1.87% over 5 days. Rates are falling, giving risk assets a window—but what matters is whether it lasts, not just one daily candle.

BTC 75610, 24h volume 2.07 billion dollars. ETH/BTC 0.02939. ETH is down -8.17% over 24h, weaker than BTC at -5.97%; exchange rate 0.02939. Funds are rotating into BTC, so I’m staying cautious on altcoins until they show strength.

Looking ahead: there’s just one thing to watch in crypto—can BTC close above its 24h high of 80794? If it can’t, following the rally is just talk.

My position: I’m not buying the first dip. Until the decline is accompanied by falling open interest, stepping in early is still like catching a falling knife.

Data: Binance spot 24h / Binance USDⓈ-M / Yahoo daily charts (5-day change) / altme_fng / mempool_fees / defillama_chains / coingecko_trending. Missing numbers are left blank.
Would you place a bid at the pullback level, or wait for the candle to close?

#财报 #美股 #BTC

Useful fact: the dot plot shows each official’s individual projection; it is not a decision on the next meeting.
Takeaway: open interest down, price flat—reduced positions don’t mean accumulation. The market hasn’t paid for a direction yet.

Data card (same update as the main text; missing values are shown as dashes):
BTC 75,610 -5.97% Binance spot 24h
ETH 2,222 -8.17% ETH/BTC 0.02939
S&P 7,354 -4.75% Yahoo 5-day
Nasdaq 24,315 -7.14% Yahoo 5-day
Dollar 102 +0.02% DXY 5-day
VIX 28.18 +45.11% Yahoo
Funding rate 0.0054% Open interest 7.20B (24h -6.70) Long/short 3.0306 Binance USDⓈ-M

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

Personal opinion; see the main text for data sources. Not an instruction to trade.

$BTC $ETH $SOL