2026-01-03 04:21:45

On the first day of the new year opening, the US stock market and the crypto market showcased a style shift—traditional sectors performed strongly, while tech stocks appeared somewhat weak.

The Dow Jones Industrial Average rose by 0.66% driven by energy and industrial stocks, reaching a new high of 48,382 points. In contrast, the tech sector was mostly flat, with Tesla even dropping by 2.59%. Meanwhile, enthusiasm in the crypto assets market was high: Bitcoin rebounded above $90,000, and Ethereum surged to $3,150.

What is behind this wave of market movement? Capital is clearly shifting. After last year's wild ride in tech stocks, investors are beginning to reassess the traditional real economy. The energy sector led the gains with a 2.09% increase, and the industrial sector also rose by 1.88%—these are businesses with real cash flow and relatively moderate valuations, which become more attractive during times of increased uncertainty.

The crypto market is also anticipating change. The scheduled vote on the "Clear Act" on January 15 is gradually clarifying market expectations for regulation, and the speed of capital rotation has noticeably accelerated. On one side are the infrastructure and heavy industrialization policies promoted by the Trump administration, and on the other side are expectations for the implementation of policies in the crypto industry—both directions are attracting investor attention.

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ETH0.51%

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SillyWhale

· 10h ago

Hmm... The energy industry is really taking off this time. Americans still can't get enough of this play. --- Tesla drops 2.59% haha, I see through Musk's anxiety. --- Is capital shifting to traditional sectors? Honestly, tech stocks soared too much last year; it's time for a correction. --- Can the Clean Act really change anything? Anyway, the crypto circle always hopes for the best like this. --- Is Bitcoin at 90,000 dollars stable? I'm too scared to try first. --- Dow hits a new high, crypto surges wildly. Even with these hedges, ordinary people still haven't made money. --- I've heard too much about the "real cash flow" approach. I just want to bet on the trend. --- Let's wait until January 15th to see. Such expectations are usually... you know. --- Energy 2.09%, industrial 1.88%, these gains are so mild they're a bit boring. --- Is the sudden rebound in coins real or just another trap to lure more? This kind of mindset can really mess you up.

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bridge_anxiety

· 10h ago

Energy industry stocks are doing okay, but I'm more concerned about when Bitcoin will break 100,000. That would be a real New Year gift. --- Tesla drops 2.59%? It should have dropped earlier, it's been hyped up to the extreme. Now it's the traditional stocks' turn to shine. --- The vote on the "Clear Law" is on January 15th. By then, crypto will either take off or crash, with no middle ground. --- Funds rotate quickly, but retail investors still tend to follow the trend and get wiped out. That's just how this game works. --- Ethereum hit 3150, why didn't I react? I got cut again, right? --- If Trump's infrastructure policy really materializes, the energy sector might rise further, but I won't go all in. --- On the first day of the New Year, things are so competitive. It feels like it will get even more intense later. --- The traditional economy is steady, crypto is crazy. That's the current rhythm—both hands must be held. --- Is Bitcoin above 90,000 stable now, or is it going to fluctuate again? --- The Dow hit a new high, but I only want to bet on crypto. Only the tough can make big money.

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down_only_larry

· 10h ago

Tesla drops 2.59%, this is the fate of tech stocks Funds shifting to traditional sectors? Don't be silly, real money has already gone into BTC 90,000 dollars is not the ceiling; if the Clear Bill passes, this is just the beginning Energy up 2%, industrial up 1.88%, sounds good but I’m still all in on ETH A dip is the best opportunity to buy; Happy New Year, everyone

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MidsommarWallet

· 10h ago

Energy and industry take off, technology stalls—this rotation is really happening Tesla drops 2.59%, that must be tough... but compared to BTC breaking 90,000 and ETH hitting 3,150, I can endure Waiting for the vote on the "Clear Bill" on the 15th—feels like the real show, once regulation is clear, funds will dare to enter Funds are voting with their feet, shifting from virtual to real, from money-burning tech to cash-flowing traditional sectors... this logic is actually quite solid But Tesla really should rebound, right? Mr. Ma wouldn't just accept this, would he?

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