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BTC is back at big resistance and gaining momentum, with a close above recent highs risking a vacuum to the upside. ETF inflows, corporate buying, and a potential Fed shake-up could propel prices toward $200,000 by year-end.
Markets are climbing fast, but is this still a classic bull— or the beginning of a speculative melt-up? With positioning still light, volatility low, and systematic buying waking up, the risk may be for a proper melt-up. This article explores what could drive equities even higher from here.
"Markets are built to recover, we as humans are built to not trust it"
What a week with NDX up 4% while US 10YR eased 10bp. This thanks to a rapidly improving macro backdrop, an increased enthusiasm around AI and light positioning. The world from a risk-on perspective now looks pretty wonderful. Here are 12 charts that support a continued rally.