Today, the situation in the U.S. stock market, especially regarding AI and semiconductors, is still not ideal.

CN
Phyrex
1 hour ago

Today, the US stock market, especially AI and semiconductors, is still not in an ideal situation, and the indices have started to fall. Recently, I wrote seven or eight related tweets, which you can see pinned. Many friends who have entered the US stock market from cryptocurrency still adopt a rather rough approach. I find it hard to comment on this, but for the US stock market, the importance of data may be even more significant.

For instance, the flow of funds, the reasons why institutions and hedge funds are exiting tech stocks, where retail investors' funds are coming from this time around, whether there is excessive financing or whether higher leveraged ETFs have been involved, these are all data that impact stock trends, especially currently when the US is still in a tightening monetary policy period, where high interest rates are inherently unfriendly.

However, relative to the US stock market, today's Bitcoin performed well, not only unaffected by Monday's $MSTR selling bitcoin:native but actually rising to $64,000. However, I saw a comment in the English-speaking area saying this surge is related to whether Trump's account includes Bitcoin; of course, this is just one theory.

In fact, we have been saying that since $60,000, the buying sentiment for Bitcoin has been very high, and yesterday's spot ETF data shows that nearly all institutions had net inflows. Although the amount of funds is not large, it indicates that traditional investors may be beginning to pay attention to Bitcoin again.

@Gate Crypto, US stocks, Hong Kong stocks, Korean stocks, gold, CFDs, predicted market all-in-one trading


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