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August 2026 · Financial · Overview
Wed 26 Aug0 signalsTue 25 Aug0 signalsMon 24 Aug0 signalsSun 23 Aug0 signalsSat 22 Aug0 signalsFri 21 Aug0 signalsThu 20 Aug0 signalsWed 19 Aug0 signalsTue 18 Aug0 signalsMon 17 Aug0 signalsSun 16 Aug0 signalsSat 15 Aug0 signalsFri 14 Aug0 signalsThu 13 Aug0 signalsWed 12 Aug0 signalsTue 11 Aug0 signalsMon 10 Aug0 signalsSun 9 Aug0 signalsSat 8 Aug0 signalsFri 7 Aug0 signalsThu 6 Aug0 signalsWed 5 Aug0 signalsTue 4 Aug0 signalsMon 3 Aug0 signalsSun 2 Aug0 signalsSat 1 Aug0 signalsFri 31 Jul0 signalsThu 30 Jul0 signalsWed 29 Jul0 signalsTue 28 Jul0 signalsMon 27 Jul0 signalsSun 26 Jul0 signalsSat 25 Jul0 signalsFri 24 Jul0 signalsThu 23 Jul0 signalsWed 22 Jul0 signalsTue 21 Jul0 signalsMon 20 Jul0 signalsSun 19 Jul0 signalsSat 18 Jul0 signalsFri 17 Jul0 signalsThu 16 Jul0 signalsWed 15 Jul0 signalsTue 14 Jul0 signalsMon 13 Jul0 signalsSun 12 Jul0 signalsSat 11 Jul0 signalsFri 10 Jul0 signalsThu 9 Jul0 signalsWed 8 Jul0 signalsTue 7 Jul0 signalsMon 6 Jul0 signalsSun 5 Jul0 signalsSat 4 Jul0 signalsFri 3 Jul0 signalsThu 2 Jul0 signalsWed 1 Jul0 signalsTue 30 Jun0 signalsMarket regime live
Risk regime · reading the tapeRisk-on
The one thing today
美元持续走弱是当前跨资产风险偏好的核心支撑，若DXY回升至120以上将显著改变这一格局。
65Risk-on
BearishNeutralBullish
股票市场维持强势，SPX稳守200日均线上方，信用利差收紧，而加密市场动量中性但贪婪情绪升温。美元疲软与国债收益率稳定为风险资产提供了顺风，但原油成本上升构成边际逆风。总体来看，风险偏好延续，但内部轮动分化。
Cross-asset · what's driving risk
US DollarTailwind
118.9
▼ 0.2% · dollar easing, risk tailwind
US 10YSteady
4.71%
▼ 1bp · yields steady
GoldHedge
$4,490
live spot · debasement / haven bid
Crude · WTICost push
$84.8
▲ 1.2% · adds cost-push
Crypto regimeMixed
BTC dominanceBTC-led
58.2%
BTC-led tape
Altcoin seasonBTC-led
27 / 100
13 of top 50 beat BTC 30d
Fear & GreedGreed
62
greed · greed building
Perp funding · OIMild long
+0.010%/8h
≈ +11% APR · balanced carry
Stocks regimeRisk-on
Trend · SPXUptrend
7,708
▲ 8.8% vs 200DMA · above the 200DMA
BreadthMixed
≈ 60%est
est · share of S&P > 200DMA
VIXCalm
15.8
▲ 4.3% · vol contained
HY creditTight
275 bp
▲ 5bp · credit calm
⚑︎What would change my mindconfirmations & flip-risks
✓美元弱势与信贷宽松环境确认当前风险偏好可持续。
⚠︎若DXY反弹突破120或WTI原油涨至90美元以上，将对风险资产形成反向压力。
⚠︎加密市场若出现资金费率骤降或BTC失守60,000美元，可能引发杠杆平仓连锁反应。
Top crypto
The Club · ONDO up to $0.345 (1.23x vs entry)
Multi-year hold. 91% deployed · $652 dry powder · 13 assets.
Open Crypto Top stocks
July FOMC minutes show hawkish lean, AI references spike
The Fed is increasingly focused on forward-looking AI-driven inflation risks, which could justify a hike even if lagging data softens. This keeps rate-sensitive sectors under pressure.
Open Stocks →What's expectedacross both books, next 1–2 weeks
◆美国CPI数据发布（若超预期可能推升收益率）周三
◆标普500指数200日均线测试（当前约7,085）关键支撑
◆美联储会议纪要（关注降息路径线索）下周
Generated from today's sources qualitative read, no buy/sell calls