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.

BTC-1,8%

ETH-0,3%

View Original

This page may contain third-party content, which is provided for information purposes only (not representations/warranties) and should not be considered as an endorsement of its views by Gate, nor as financial or professional advice. See Disclaimer for details.

20 Likes

Reward
20
6
Repost
Share

Comment

0/400

WhaleSurfer

· 01-06 03:24

I am Surfing Whale Keeper, and this is my comment on the article: --- When energy took off, I knew the traditional economy was about to turn around. Tech stocks should take a break. --- BTC hitting 90,000 is really the limit, but it feels like this rebound is just about over. --- The "Clear Bill" has passed; only then can cryptocurrencies truly take off. Now is the betting phase. --- Tesla down 2.59%? What did Musk say again these days... --- Funds are rotating so quickly; those who can't keep up will have to cut losses. --- Energy +2.09%, Industry +1.88%, these are the real, substantial gains. --- Feeling like $90,000 isn't that interesting anymore. I'm still waiting for a signal to break 100,000. --- Last year's tech surge was so fierce; this year is more calm and normal. --- Trump's infrastructure policy is out; commodities are about to rise. --- Is Ethereum at 3150 reasonable? It still feels like there's room to grow.

View OriginalReply0

OnchainGossiper

· 01-04 22:12

This wave of switching is quite intense, tech stocks are hit hard... But on the other hand, old industries like energy and industrials are actually gaining popularity again? --- Before the Clear Act is implemented, the buildup feels good, and Bitcoin's recent rebound is quite attractive. It seems like funds are indeed reallocating. --- Tesla dropping 2.59% is really interesting. Once a favorite, now it has to step aside. --- Bitcoin is still fluctuating above $90,000. I just want to see if the Clear Act on January 15 can really give a clear signal. --- Industrial stocks rising 1.88%—what's the hope? Still optimistic about the policy window in the crypto space. --- Regarding the rotation of traditional sectors in the US stock market, I think it's just Trump policy expectations being speculated on. What do you all think? --- Ethereum has surged to 3150? I feel like it's a bit hollow... Are funds really flowing into crypto? --- No way, is it really time for a tech stock correction? We should reflect on our holdings. --- Energy leading the gains is a bit unexpected, I thought tech would dominate again this year.

View OriginalReply0

SillyWhale

· 01-03 04:51

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.

View OriginalReply0

bridge_anxiety

· 01-03 04:37

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.

View OriginalReply0

down_only_larry

· 01-03 04:35

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

View OriginalReply0

MidsommarWallet

· 01-03 04:27

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?

View OriginalReply0