After nearly two months of fluctuations, the S&P 500 has once again hit a record high. The “Mag 7” rose nearly 10% over four days; Amazon returned to a $3 trillion valuation; and Nvidia returned to a $5 trillion valuation.

Driving forces: A deal on the Strait of Hormuz agreement may be reached in the next two days, and tensions between Iran and the U.S. may ease. The technology sector is broadly repairing.

$BTC in the crypto world is once again drowning in tears of envy. But don’t rush—when risk appetite picks up, crypto often catches up and rallies. The U.S. stock market hitting new highs confirms the return of risk appetite.

💰 Live holdings: BTC spot plus systematic investment in index funds.

#美股 #标普500 #Macro economy