Ba chỉ số chính của thị trường chứng khoán Mỹ lập đỉnh mới, cổ phiếu liên quan đến tiền điện tử lại đồng loạt điều chỉnh — Đợt này nhìn nhận thế nào?

【BlockBeat】Interesting divergence appeared in US stocks on January 10: the three major indices all closed higher. The Dow Jones index reached a new historical high intraday, ultimately closing up 0.48%; the S&P 500 showed slightly larger gains, closing up 0.65%; the Nasdaq index performed most strongly, closing up 0.81%. The bullish market trend should have benefited all sectors, but cryptocurrency-related stocks failed to catch this wave.

Trading platforms and wallet service providers had mixed results—not terrible but nothing to celebrate. A compliant platform (COIN) fell 1.96%, while a wallet service provider (CRCL) bucked the trend and rose 2.78%. In comparison, major coin holders faced greater pressure—a leading institution (MSTR) plunged 5.77%, a decline that ranks among the worst in crypto-related stocks. A derivatives platform (BLSH) fell 2.29%, while another wallet service provider (GEMI) fell more sharply at 4.51%.

Mining and on-chain application performance was also lackluster. A mining hardware manufacturer (BMNR) fell 3.9%, a gaming-related project (SBET) fell 2.53%, while a digital asset service provider (BTBT) showed relatively mild decline at just 0.9%. NFT-related concepts (ETHZ) fell 2.05%, and a crypto technology solution provider (BTCS) fell 0.69%.

Finally, some small-cap crypto-related stocks all fell around 4%. Strategy-focused (ALTS) fell 4.17%, Bitcoin-related concepts (ABTC) fell 4.19%, and on-chain applications (NAKA) fell 4.04%.

From the data, the broad market rally failed to drive the crypto sector; instead, a seesaw effect emerged. This also reminds us that the performance of US-listed crypto stocks is influenced by multiple factors—including macro market momentum, industry policy expectations, and capital flow dynamics.