QVX macro overlay – my take on the news.
The semis-led rally with CoreWeave up over 25% suggests capital is rotating back into high-beta growth, and that risk-on impulse usually spills into crypto with a lag. I'd watch whether this holds through the next session before reading too much into it. 📈
The semis-led rally with CoreWeave up over 25% suggests capital is rotating back into high-beta growth, and that risk-on impulse usually spills into crypto with a lag. I'd watch whether this holds through the next session before reading too much into it. 📈