US stocks just added $400B and hit fresh ATH after PPI came in at a 4-month low.
This matters for $BTC. When equities rally on cooling inflation data, it reinforces the soft-landing narrative — which historically means risk assets get a second wind. We're likely seeing the setup for capital rotation into crypto once the stock market exhausts its momentum.
The pattern is familiar: macro easing → liquidity finds its way into higher-beta assets. $BTC tends to lag equities by a few weeks during these cycles, but when it catches up, the moves are usually sharper.
Watch for signs of profit-taking in mega-cap tech. That's often the signal that rotation is starting.
This matters for $BTC. When equities rally on cooling inflation data, it reinforces the soft-landing narrative — which historically means risk assets get a second wind. We're likely seeing the setup for capital rotation into crypto once the stock market exhausts its momentum.
The pattern is familiar: macro easing → liquidity finds its way into higher-beta assets. $BTC tends to lag equities by a few weeks during these cycles, but when it catches up, the moves are usually sharper.
Watch for signs of profit-taking in mega-cap tech. That's often the signal that rotation is starting.