2026-01-15 14:32:15

Today, the global markets staged an interesting "reverse dance"—the US dollar, US Treasury yields, and US stock futures all moved upward together, while gold, silver, and Bitcoin collectively declined at the open. However, by around 13:00 Beijing time, they started to rebound, and most of the losses were recovered.

Rather than simply focusing on the rise and fall, what’s more worth paying attention to today are the correlations behind the numbers among different markets.

Let's start with gold, silver, and Bitcoin—these three assets have now completely become "barometers of sentiment." When they are hammered right at the open, it’s like a warning shot from the market. Essentially, today's decline is just a fluctuation in sentiment, not a breakdown of the trend. The bears haven't actually pushed through heavy positions.

Looking at the US dollar, US Treasury yields, and US stock futures—things that usually don’t rise together—today they all went up simultaneously. This doesn’t really reflect prosperity. Instead, it’s more like the market’s anxiety speaking—everyone is buying insurance against future uncertainty but reluctant to leave the current ecosystem. This contradiction is reflected in asset prices.

The most interesting aspect is the structural change in the market. Over the past decade, the market has mostly cycled through three old routines: when the dollar is strong, everything falls; when the dollar is weak, everything rises; or a scenario where US dollar, US Treasuries, and gold rise together while risk assets fall. But today, half of the assets are surging upward, while the other half are plunging downward—completely defying the old script.

What does this indicate? It shows that the market is no longer listening to the same command. Different assets are starting to fight their own battles, each seeking its own anchor, with no unified narrative framework. Rather than a single day of gains and losses, it’s more like a test of "asset re-pricing"—the old correlations are breaking down, and a new system is quietly taking shape.

BTC-1.55%

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PonziDetector

· 8h ago

Counter-trend dancing is real, but I didn't catch the rebound at 13:00; I already ran away. The old rules are completely broken, this time is truly different. Dollar, US bonds, and US stocks are rising together? Anxiety is written all over the face. The shorts haven't dumped heavy positions, indicating that the main players are still hesitating. Half up, half down, the market is really chaotic now. The command stick is gone; who can still trust whom? The transition period of asset re-pricing, entering now is just gambling. This is the most terrifying—no one knows where the new anchor is. Gold, silver, and Bitcoin have become barometers, indicating that the cycle has truly changed. The old narrative framework is collapsing, and the new story hasn't been clearly told yet. A market that doesn't follow the script is more unsettling than a crash. Assets fighting on their own, anyone could flip over next. Anxious rises are more painful than panic declines.

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NFT_Therapy_Group

· 8h ago

Oh no, it's that little demon of the US dollar causing trouble again, causing our crypto circle to take a hit. Fortunately, it rebounded at 13:00, I was so scared. The market is really becoming harder to understand, it feels like everyone is playing their own game, and the old rules are completely outdated. Shorts didn't hit heavy positions? Then what should I say about my stop-loss order this morning... The analogy of buying insurance out of anxiety is spot on, so true. Repricing is underway, whoever first finds the new system will win. This move looks like a shakeout or a true breakdown, let's wait and see how it develops.

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WhaleStalker

· 9h ago

The old narrative has collapsed, the new game hasn't started yet, and this is today's chaos. The rebound at 13:00 was actually a false move by the bears, they couldn't really push it down. Everyone is buying insurance but unwilling to exit, this contradiction is truly remarkable. The market is starting to fight on its own, whoever sets the price in the next phase will win. Honestly, it's quite strange that US Treasury yields and US stock futures are rising together. It's just an emotional move, don't be scared, this rebound is the real signal. Asset correlations are completely out of whack, let's see who can create a new framework. Breaking the level doesn't mean it's broken; it's just testing the waters. Don't follow the trend and sell off in the short term. Anxious rallies and emotional declines, the market is self-correcting. The old routines are really failing; now every asset is trying to find its own logic.

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AirdropHunterXiao

· 9h ago

The old script has expired, and the market is finding its own way. --- Feeling that the bears are just bluffing, you'll see the rebound at 13:00. --- Playing it by ear, this is probably the new normal for this year. --- Anxiously buying insurance but reluctant to leave, the market is clearly splitting itself. --- The judgment that everyone fights alone is spot on; there are no absolute market indicators anymore. --- Hammering for rebounds, hammering again—this emotional barometer is just like that. --- Old correlations are failing, indicating that a major change is truly coming. --- The US dollar, US bonds, and US stocks are rising together—this combination has rarely been seen. --- Bitcoin got caught in the crossfire again, but the quick rebound shows someone is guarding the bottom. --- Asset re-pricing and testing—basically, it's about finding new game rules.

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down_only_larry

· 9h ago

I think the old tricks are about to completely collapse The bears have no chips, and the rebound is back. This kind of volatility is a bit boring The real variables haven't appeared yet

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