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Market Rebounds - Why We Expect Another Leg Up

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Key Takeaways:

  • Bitcoin and Ethereum ETF flows diverge sharply
  • Corporate adoption is mixed but active
  • Altcoins drive latest rebound as market regains footing

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Fragile Optimism as Rates Come Back From Brink

Fragile Optimism as Rates Come Back From Brink

With bonds and equities moving in lockstep and traditional hedges faltering, markets are trading headline-to-headline on Iran while Bitcoin’s resilience above $70K reflects cautious positioning in a regime where geopolitics, not fundamentals, is setting the pace.