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NEWThe Nasdaq 100 fell 2.26% for the week, underperforming the S&P 500 by 136 basis points as capital rotated into Bitcoin and gold. Alphabet drew a disclosed political buy and posted the highest Alpha Score among megacaps at 72, making it the standout signal. Microsoft gave back ground with a legislative sale, while Apple and Nvidia weakened. The policy-risk overhang detailed by AlphaScala this week adds weight to the defensive rotation.
Read full briefingSPY gains 2% as Nasdaq leads; gold jumps 7%; insider buys MSFT
Bitcoin gains 2.6% as Nasdaq drops 2.3%; CFTC prepares crypto oversight
Crypto decouples as QQQ slides 2.3%; ETH leads majors with 3.9% weekly gain
Gold flat at $4,056 as BTC rallies 2.6%, QQQ slides 2.3%
Oil data absent; SPY slips 0.8%, QQQ drops 2.3% on the week
Pound gains 0.79% vs dollar; yen shorts hit 35.9% open interest
| COIN | PRICE | CHG | %CHG |
|---|---|---|---|
| BTC | 80,256.00 | +1263.25 | +1.60 ▲ |
| ETH | 2,494.34 | +12.03 | +0.48 ▲ |
| SOL | 101.43 | +2.46 | +2.49 ▲ |
| ADA | 0.2263 | +0.0048 | +2.17 ▲ |
| XRP | 1.5086 | +0.0269 | +1.82 ▲ |
| DOT | 0.913 | +0.0140 | +1.56 ▲ |
| DOGE | 0.0922 | +0.0021 | +2.27 ▲ |
| AVAX | 7.648 | +0.1040 | +1.38 ▲ |
| LINK | 11.76 | +0.13 | +1.13 ▲ |
| LTC | 52.36 | +0.70 | +1.36 ▲ |
| PAIR | BID | CHG | %CHG |
|---|---|---|---|
| AUD/USD | 0.7146 | -0.0004 | -0.06 ▼ |
| USD/CAD | 1.386 | +0.0016 | +0.12 ▲ |
| NZD/USD | 0.5958 | -0.0001 | -0.02 ▼ |
| EUR/GBP | 0.8555 | -0.0003 | -0.03 ▼ |
| EUR/JPY | 185.74 | +0.16 | +0.09 ▲ |
| TICKER | PRICE | CHG | %CHG |
|---|---|---|---|
| AAPL | 310.34 | +0.99 | +0.32 ▲ |
| MSFT | 487.31 | +4.07 | +0.84 ▲ |
| NVDA | 208.48 | -6.24 | -2.91 ▼ |
| AMZN | 262.07 | +3.44 | +1.33 ▲ |
| GOOGL | 348.06 | +3.24 | +0.94 ▲ |
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