The market got hyped again last night! Trump’s one sentence sent both US stocks and crypto flying?

Hello everyone! Those of you who stayed up late watching the charts last night probably experienced another heart-pounding moment. Today, let’s chat about the dazzling hot spots in US stocks and crypto recently.

US stocks rally: Chip stocks and Tesla lead the charge

First, let’s talk about last night’s US stock market—it was a frenzy. The Dow Jones Industrial Average hit a new all-time high, and the Nasdaq also surged pretty strong. Who were the brightest stars last night? Definitely chip stocks and Tesla. AMD (Advanced Micro Devices) jumped over 6%, and Qualcomm and TSMC also followed suit. Tesla was even more impressive, surging over 6%, igniting market sentiment.

Behind this, there’s a big logic: money is “moving.” Previously, everyone might have focused on those few tech giants (Mag 7), but now, money is flowing into sectors with more imagination, like chips and small-cap stocks.

Crypto excitement: The frenzy sparked by Trump’s “one sentence”

Now, let’s look at crypto. Last night, Bitcoin was quite impressive, breaking through the $64,000 mark and hitting a high of over $64,300.

The biggest contributor to this surge turned out to be Trump! Here’s what happened: as the “Trump account” went live, a reporter asked him if this account would include Bitcoin in the future. Trump’s answer was very “artistic”: just one sentence—“It could happen.”

That one vague statement sent the market into a frenzy! Bitcoin and a bunch of crypto concept stocks soared. You see, that’s the power of a “talk-driven market”—one sentence can move a trillion-dollar market.

Calm down: Behind the frenzy, what should we look at?

However, as seasoned investors, we need to stay clear-headed even in excitement.

1. Is money actually flowing in? Although prices are up, on-chain data shows that Bitcoin has actually seen a net capital outflow over the last 30 days. In other words, this rise is more about existing funds reshuffling or short covering, rather than a large influx of new money building positions at low levels.
2. Where is liquidity going? There’s an interesting phenomenon now: the hype around AI and chips is so strong that it’s sucking money out of the market. Bitcoin is essentially competing with US stocks for funds—when the stock market is too attractive, crypto gets sidelined.
3. Is the cycle here? According to some long-term indicators (like MVRV), the market is indeed not far from the so-called “cycle bottom,” but it hasn’t reached the most extreme levels yet. So, whether this is a rebound or a reversal, we need to wait and see.

A few final words

The current market is flooded with news headlines. One day Trump says something, the next the Fed makes a statement—both can cause drastic swings. In times like these, the worst thing you can do is FOMO (fear of missing out) and chase highs.

Let others pump the market, but don’t blindly become the fuel for a top. Watch more, act less, keep your hands steady, and wait until the trend is truly clear before jumping in.

Alright, that’s all for today’s market highlights. Did any of you make gains last night? Or did you get whipsawed? Share your thoughts in the comments!
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