The Hidden Battle Between Gold, Bitcoin, and Wall Street: Who Will Attract the Capital Flow?

Release Time: 10:00 AM, July 28, 2025
Publisher: Mr. Leon


MARKET OVERVIEW

1. Stock Market:

  • Vietnam Stock Market:
    The market continues its upward trend but shows caution as it approaches the previous peak of 1,536 points, indicated by small candlesticks and slightly increased liquidity. Despite profit-taking pressure, capital inflow remains supportive. The uptrend may extend further, but 1,536 is expected to be a significant resistance zone that will influence the next market move.

  • U.S. Stock Market:
    U.S. markets continued to rally on July 25, with the S&P 500 (+0.40%) and Nasdaq (+0.24%) hitting new all-time highs, while the Dow Jones rose 0.47% to nearly 44,902 points. The momentum came from strong earnings reports by companies like Deckers Outdoor, offsetting Intel’s sharp decline. Market optimism is supported by Fed stability and expectations that Chairman Powell will remain. Capital is flowing into small-cap stocks, indicating a broad-based uptrend.


2. Forex:

  • EUR/USD: Downtrend expected; consider short positions. Daily resistance: 1.17700

  • USD/JPY: Uptrend intact; wait for pullbacks to buy. Daily support: 147.500


3. Gold:

  • Current price: $3,336.78/oz, slight drop of −0.02% from the previous day

  • Summary: Gold remains stable between $3,336–$3,338/oz with ±0.02–0.1% volatility, as markets await monetary policy updates. Weak USD and U.S. bond yields support the price.


4. Crude Oil:

  • XTI/USD: Continues bearish trend; consider shorting. Resistance: 67.00


5. Bitcoin:

  • Current price: $119,234 — up +$1,001 (~+0.85%) from previous close

  • Daily range: $117,911 – $119,766, reflecting a modest recovery after the recent correction

  • Summary: Bitcoin is up ~0.8–0.9% on the day, hovering above the $119k mark, showing signs of institutional capital returning after a round of profit-taking.


RECOMMENDATIONS

  1. XTI/USD

  • Short-term downtrend

  • Sell at 66.68, SL: 67.18, TP: 64.88

  1. Vietnam Stock Pick: KDH

  • BUY recommended (28/07/2025)

  • Entry: 28,300 – 28,800 VND

  • Target 1: 30,500 VND

  • Target 2: 31,000 VND

  • Stop loss: 34,500 VND


KEY EVENT TODAY:

  • 21:00 (USD): JOLTS Job Openings


DISCLAIMER

 

  • The above views reflect only the personal opinion of analyst Leon from Lotus and are not financial advice.

  • Lotus provides trading analysis and education only.

  • Lotus is not affiliated with any brokerage or asset management firm.

  • Lotus does not manage client funds.