#美联储回购协议计划 #比特币流动性
【Dow Jones and S&P hit new highs! With the surge in US stocks, will the crypto market follow?🤔】
Elon Musk概念 小『奶』🐶，『p●u●p●p●i●e●s』
Last night, US stocks kicked off their 'Christmas sprint' early, with both the Dow and S&P reaching historic highs! But while they celebrate, the crypto market remains quiet—wait, is it really that simple?
📊 First, let's look at last night's performance:
• Dow up 0.6%, S&P up 0.32%, all setting new records
• Tech stocks steady as a rock: Micron surged 3.77%, Apple closed up 0.53%
• Crypto concept stocks, however, collectively 'fell silent': COIN down 1.06%, MSTR only slightly up 0.53%
💡 Key signals hidden in the details:
Historically, US stock market sentiment often transmits to the crypto market, but this time there is a subtle divergence—traditional funds are still chasing AI chips (Micron) and tech giants, while direct investment in cryptocurrencies remains cautious. However, it's worth noting: MSTR, as a 'Bitcoin shadow stock,' has seen consecutive days of gains, and large capital allocations towards Bitcoin have never really stopped.
🚀 Future projections:
1️⃣ If the Fed's interest rate cut expectations rise next year, liquidity could simultaneously boost both US stocks and crypto assets
2️⃣ If the Bitcoin spot ETF is approved, it will directly open the channel for traditional funds to enter the market
3️⃣ The current pullback in stocks from platforms like Coinbase may be due to profit-taking before the holidays, not necessarily indicating a trend reversal
🎯 Summary in one sentence: US stocks are peaking, and the crypto market is gaining momentum. While the traditional market is in a frenzy, smart money is already looking for the next breakout point—do you think the first wave of the market in 2024 will start from US stocks or the crypto market?
👉 Waiting for your insights in the comments!