Equity rip, crypto flat — divergence you need to watch.
$SPY pushing 755.50, up 0.75%. $QQQ futures +1.6% on the back of $CRWV beat (revenue $3.66B, +168%, guidance raised to $13.0-13.3B). $MU and $SNDK riding the data-center wave. $VRT up 7% premarket.
$BTC stuck at 73,600. $ETH at 2,050. Dead flat.
Why the split? Hot CPI keeps a December hike alive, and spot $BTC ETFs have bled $1.6B this month. Risk-on in equities, risk-off in crypto — classic liquidity divergence.
Short-term: $SPY riding momentum into resistance. $BTC needs to hold 73k or we're back testing lower structure. If equities roll, crypto follows harder.
Long-term: Still loudly bullish 2027-2030 cycle. This is accumulation noise. But right now, the bid is in tech, not coin.
Watch the Fed, watch the flows. Trade what's moving.
$SPY pushing 755.50, up 0.75%. $QQQ futures +1.6% on the back of $CRWV beat (revenue $3.66B, +168%, guidance raised to $13.0-13.3B). $MU and $SNDK riding the data-center wave. $VRT up 7% premarket.
$BTC stuck at 73,600. $ETH at 2,050. Dead flat.
Why the split? Hot CPI keeps a December hike alive, and spot $BTC ETFs have bled $1.6B this month. Risk-on in equities, risk-off in crypto — classic liquidity divergence.
Short-term: $SPY riding momentum into resistance. $BTC needs to hold 73k or we're back testing lower structure. If equities roll, crypto follows harder.
Long-term: Still loudly bullish 2027-2030 cycle. This is accumulation noise. But right now, the bid is in tech, not coin.
Watch the Fed, watch the flows. Trade what's moving.