美股联动

OpenAI has officially released its highly anticipated GPT-5 model, which is not only a key step in the company's development path but is also seen by the industry as a crucial test of whether the current AI boom can be sustained.

A recent report from Deutsche Bank indicates that the launch of GPT-5 will have a significant impact on six levels: model capabilities, user experience, commercialization pathways, industry competition, corporate strategy, and computing power demands.

This release comes at a critical moment for the AI industry to prove its commercialization capabilities. Over the past two years, the optimistic outlook for artificial intelligence has more than doubled the combined market value of the "Tech Giants," causing their weight in the S&P 500 index to soar from 20% to nearly 32%. Whether GPT-5 can successfully attract enterprise-level customer spending will directly relate to whether this AI-driven market wave can be sustained. #美股联动

$BTC is now highly linked to the US stock market, so it's important to pay more attention to the trends in the US stock market. The Dow Jones Industrial Average has stabilized and rebounded in the short term; watch to see if it can hold above 42000 and continue a wave of rebound, otherwise it will continue to fluctuate downward in the lower range. On Thursday, the Federal Reserve's interest rate decision and Powell's speech are quite critical #美股联动

#美股联动 US stocks pre-market decline

#美股联动
This market is completely chaotic, two 15-minute candles make you feel like you're having a 'stomach perforation 🤢🤢🤢'

#美股联动
On Friday, U.S. stocks closed lower under the dual pressure of inflation and the April 2 'reciprocal tariffs' threat, with all three major indexes declining for three consecutive trading days. The Nasdaq Composite Index saw a nearly 3% drop in a single day. In terms of weekly declines, all three indexes ended the week lower, ruining the strong rebound start for the week. 'AI chip giant' Nvidia (NVDA.US) had a weekly drop of 6.82%, and Tesla (TSLA.US) continues to be at the eye of the storm amid the increasingly divided political situation in the U.S., dropping over 3% on Friday but still following a rebound trajectory with a weekly increase of nearly 6%. The economic data released on Friday further worried the market about the outlook for the U.S. economy, as PCE showed inflation roaring back, and Michigan consumer long-term inflation expectations reached the highest level since February 1993, prompting a rise in market panic ahead of the 'U.S. reciprocal tariffs day' on April 2 next week, leading to significant sell-offs of risk assets.

【U.S. Stocks】As of the close, the Dow fell 715.80 points, a decline of 1.69%, closing at 41583.90 points; the Nasdaq fell 481.04 points, a decline of 2.70%, closing at 17322.99 points; the S&P 500 index fell 112.37 points, a decline of 1.97%, closing at 5580.94 points. CoreWeave (CRWV.US), the leader in AI computing power leasing known as 'Nvidia's favorite child', experienced a rollercoaster on its first day in the U.S. stock market, opening down over 2%, falling more than 6% during the day before briefly turning positive, ultimately closing flat, narrowly avoiding a drop below the IPO price. The index of the seven major U.S. tech giants (the Magnificent 7) fell 2.95%, closing at 144.48 points, with a cumulative drop of 2.95% for the week. The Philadelphia semiconductor index closed down 2.95%, and the silicon carbide (SiC) chip manufacturing giant Wolfspeed (WOLF.US) fell 51.86%, marking the worst single-day performance since its IPO. The Nasdaq Golden Dragon China Index closed down 3.11%, Alibaba (BABA.US) fell 2.36%, and the China Internet Index ETF (KWEB.US) closed down 3.2%.

#美股联动 $BTC US stocks opened lower, but the crypto market did not follow US stocks! $ETH

Will the future downward cycle of US stocks bring down the cryptocurrency market?

#美国半导体关税 Trump's Tariff Tactics: How Do People in the Crypto Circle View It?

Recently, Trump has once again changed his stance on tariffs, causing a stir in the semiconductor sector, which in turn has affected the crypto market. This wave of actions feels a bit surreal, so let's break down the key points:

1️⃣ Three Consecutive Moves:

Early April: Mobile phones and computers are exempt from tariffs, and the market thinks there is a respite.

Immediately after: The Secretary of Commerce clarifies it is just a "temporary delay."

Then another jab: Trump states that "semiconductors must be made in America," and chip tariffs are coming soon.

2️⃣ Real-World Impact:

Apple iPhones are being snatched up, and the supply chain is tense.

NVIDIA and AMD stocks drop, while domestic chip concepts surge collectively.

The domestic chip localization rate is increasing, with companies like Yangtze Memory Technologies potentially benefiting.

3️⃣ Impact on the Crypto Market:

ETH/tech assets are experiencing increased volatility; be wary of high-level spikes.

Assets in the domestic narrative sector may be influenced by short-term market sentiment.

Meme/hotspot projects are likely to capitalize on emotional trading.

4️⃣ Operational Thoughts (Not Investment Advice):

Long-Term Holders: Pay attention to domestic chip chains and safety chain concept assets.

Short-Term Traders: Avoid chasing hot spots; be cautious of repeated news cycles.

Onlookers: Trump's tweets are like a remote control for crypto market candlestick charts; observe the memes before acting.

In summary:
Trump's speed of changing his stance = Maximum elasticity of sentiment assets; don’t predict, just watch.
Market volatility is high, remember to fasten your seatbelt!

#关税 #加密市场 #ETH #美股联动

#美股联动 US stocks pre-market drop $BTC

#美股联动 $BTC US stocks surged in pre-market, expected to open high tonight. Long positions can be stabilized, and short positions should have stop-loss in place! $ETH

Several cryptocurrency ETFs in the US stock market can basically replace contracts without the worry of being manipulated.
1. Double short BTC code BTCZ
2. Double long ETH code ETHU
3. Double long Coinbase code CONL
4. Double long MicroStrategy code MSTX
5. Double short MicroStrategy code MSTZ
It appears to be 2x, but with the financing from the brokerage, it can reach 4-5x, making it no different from trading contracts on exchanges.
The advantage is that it won't be maliciously manipulated into liquidation, and the so-called contract liquidation fees are just money wasted.
It is also traded 24 hours, but the downside is that the market is closed on Saturdays and Sundays.
#美股联动

The U.S. Securities and Exchange Commission (SEC) announced this morning the launch of the Project Crypto initiative to modernize securities regulations and enable on-chain capabilities in the U.S. financial markets. SEC Chairman Paul Atkins tweeted in support of on-chain capabilities for U.S. stocks.

Translation: Enabling on-chain capabilities in U.S. financial markets will make the U.S. the 'Crypto Capital of the World'
$ETH
$BTC
#美国加征关税 #美股联动

Friends paying attention to heavy news,

The Americans have entered Daylight Saving Time, and the US stock market starts trading at 9:30

#美股联动

#美股联动 US stocks are generally rising before the market opens, could it be that interest rates will be lowered?

US stocks opened high, brothers understand 🚀🔥
$BTC $ETH $SOL
#美股联动 #币安HODLer空投TOWNS #以太坊ETF连续12周净流入 #美国加征关税

eToro is about to make a big move; it plans to launch tokenized U.S. stock services on Ethereum, allowing users to buy U.S. stocks directly using blockchain. This effectively combines traditional stock trading with the crypto space.

Currently, asset tokenization is trending, and Hong Kong has just implemented stablecoin regulations. The RWA market is expected to reach $16 trillion by 2030, and eToro's move is clearly riding the wave. After all, it was built on social investing and crypto business, and its crypto revenue doubled in 2024, so this move seems quite logical.

However, it’s not that simple. Previously, both FTX and Binance attempted to tokenize stocks but had to halt due to regulatory pressure. eToro's choice of Ethereum provides good on-chain liquidity, but the price volatility risk is considerable. For instance, Backed Finance's xStocks saw prices soar to hundreds of times their value on the platform; how can ordinary users withstand that?

Compliance is another hurdle; they must satisfy both the U.S. SEC and the Hong Kong Monetary Authority at the same time. For example, how to custody and audit the underlying stocks? If a user buys a tokenized Tesla but there's no corresponding actual stock, that would be a huge problem.

However, if it works out, there will be plenty of ways to play: using tokenized stocks for collateral in DeFi lending, or leveraging eToro's social features to buy and discuss stocks alongside influential figures, which is much more flexible than traditional stock trading.

It all depends on whether eToro can manage compliance and risk. If successful, it could set a benchmark; if it fails, it might become a cautionary tale. Do you think this is a genuine trend, or just another hype cycle? #美股联动