Goldman sees “some gas left” in the stock rally but warns risk/reward is shifting.
Crypto market cap quietly tops $4T amid ETF inflows & ETH surge.
- Mega-cap tech & technicals drive stocks, but summer risks loom.
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Crypto fueled by spot BTC ETFs ($150B AUM) & 30% ETH weekly gain.
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Infrastructure (AI/power/reshoring) called key equity support.
Source: X
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