June 4, 2026, 9:31 AM — a simple chat about BTC/XAU/US stocks

That night, the market took away 12.65 billion dollars from 191,652 people; that was 70,000 fewer people than yesterday and 4 billion dollars less money than yesterday, directly falling by about one-third—showing that the bulls’ side has once again shrunk by one-third, and that those “good allies” are shrinking too!
This week’s market once again proves that BTC’s volatility is still far from gold’s volatility. A product that has existed for 17 years and 5 months still cannot measure up to the general standards of thousands of years!
Right now, under the attack of US stocks and tightening regulation, the survival gap is getting narrower and narrower. If the participants before 2021 are more likely to become believers, but after 2023—since participation is all memes and thus full of speculators—the fake prosperity will inevitably collapse one day, and the fake on-chain prosperity from last year even took away the final liquidity. After the 1011 event last year, market makers lost a large amount. Although there is currently no clear data to support the market, based on the market’s current liquidity, this year’s rally is even darker than 2022!
BTC’s current last line of defense is 60,000-61,500. If it can’t hold, you may truly see that the big coin starts with the number 4 again after 2 years!
In just 20 days, it has fallen by 20,000 dollars, with absolutely no sign of stabilization. If you count from last year’s peak, it has been continuously moving downward for 111 days—nearly 4 months. Switching to ETH, it has also been continuously moving downward for 137 days—nearly 5 months. In BTC’s 17-year history, this is rare!
Right now, the fear and greed index has dropped to 12—also within the lowest zone in history. Now it’s no longer important whether the big coin or the small coin can make money; what matters is when it will hit the bottom. Before hitting the bottom, does everyone still have confidence? The bulls are going through their final ideological struggle;
This week, XAU has been fluctuating—sometimes up, sometimes down—quite stable, like an old dog. In fact, this week has been very cautious in operations, but because BTC has fallen too sharply—starting each day from 3,000 dollars—looking at this year’s performance, XAU far outperforms BTC. So anyone arguing about gold and BTC in the future is truly humiliating themselves!
US stocks remain strong, with targets climbing one after another; even companies worth 2 trillion dollars have risen 50% in a day;
Trading recommendations do not constitute any investment basis: Every time BTC drops by 3,000 dollars, put in 10% of your capital, until fully allocated. For ETH, every time it drops by 150-200 dollars, put in 10% of your capital, until fully allocated. Those who added positions yesterday were stopped out by their stop-losses—absolutely do not add or expand positions; patiently wait for the side that’s right. Now you can’t guess the bottom anymore—if you’re wrong, you’ll be beaten; if you’re beaten, you have to accept it. Remember: the market is never wrong—only you are wrong!
#BTC #Vàng #Chứng US stocks