The AI-led rally on Wall Street extended into Asia, with semiconductor stocks driving another leg higher in global equities. Risk-on sentiment remains intact, which could keep stocks in recovery mode and provide a supportive backdrop for digital assets. With the beginning of July, we could see increased volatility as investors await speeches from several major central bank officials, including Fed Chair Warsh. Stocks continue to hold up well, with bulls remaining in control, which is supportive for the crypto market. However, some cryptocurrencies could still see slightly lower levels as the fifth wave in the Crypto market unfolds before a higher-degree recovery begins. Whatever happens, keep in mind that the NFP report is due tomorrow,…