Megacaps climb a wall of worry
Megacap leadership is back, but weak breadth, rising yields, and crypto pressure keep risk elevated.
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Treasury Opened a $4 Billion Pressure Valve
Treasury eased pressure in the long bond while Bitcoin reclaimed its 200-day average. Now yields, spot demand, and AI financing have to confirm the move.
Reflation Is Lifting Stocks and Metals, but Bitcoin Is Lagging
Big Tech Is Leading Again. Can the Rally Hold?
US stock market technicals improved across all market cap tiers last week, with large tech stocks back in favor and major indices returning to bullish territory.
The CLARITY Act Might Fail. Watch What Happens If the Odds Change.
The bill probably fails in 2026. If the vote math changes, crypto markets could reprice before Washington catches up.