A viral AI thread may have marked the dip.
Fed minutes and Middle East risk could add an uncertainty discount.
The index isn’t moving, but individual stocks are swinging hard.
Cyclicals are surging, but crypto sits at the sharp end of the unwind.
A sector with gains in any market cycle.
A clear look at token buybacks and their impact on prices.
Two shocks faded, but the cycle signals still point risk-on.
Was it really that bad year for crypto?
Cyclicals and small caps are doing the heavy lifting as tech stalls.
Growth up, inflation down is the regime crypto usually wants.
