المنشور

Today's market is quite fragmented — $SNDK down 6.5%, semiconductors are bleeding heavily, $QQQ is also bearish, but $BTC and $ETH stubbornly keep pushing up. Don't rush to call a bull market; $IBIT has already betrayed us. Looking at the numbers $BTC 64,206 +1.80% $ETH 1,904 +1.98% $QQQ -0.97% $SPY +0.24% $IBIT -1.71% $DXY +0.01% $GLD -1.40% On the situation: The Strait of Hormuz is still tense, crude oil is holding up due to inflation expectations; US Treasuries and the Fed continue to suppress valuations, and the exchange rate line is not just a backdrop — $DXY can easily push risk assets down with a slight move. Back to the market: $ETH is actually more resilient than $BTC, some are betting on a risk appetite recovery; $QQQ is insufficient, money is still retreating into defense; $IBIT is weaker than spot, the ETF is soft, this divergence looks shaky; $DXY staying flat without falling is the biggest headwind for risk assets; $GLD dropped over a point, safe haven demand is cooling, but we haven't seen money rush back into crypto enthusiastically. Don't chase the highs, whoever shows weakness first at this level will set the direction, wait for clearer signals before making a move. #美联储即将公布利率决议 #DailyOrbit