Macro Optimism Drives Risk Assets to New Highs, While Altcoin Risk Appetite Begins to Expand

Summary

• Macro Economy: Markets expect the U.S. and Iran to be close to reaching a framework agreement to end the conflict, with discussions around extending the ceasefire by two weeks. Optimistic expectations, combined with a strong start to the financial earnings season, boosted sentiment and pushed both the S&P 500 and Nasdaq to new all-time highs, signaling a clear rebound in risk appetite.

• Crypto Market: Bitcoin continued to trade sideways around $74,000, posting a modest daily gain of 0.9%. Strong resistance remains near the $76,000 level, and a breakout likely requires further macro catalysts or time for consolidation. Structurally,…