Mideast Easing Lifts Risk Appetite, Bitcoin Extends Rebound

🔍 Core Insights

• 📊 Market Interpretation

• Driven by the US-Iran ceasefire agreement and the framework deal to reopen the Strait of Hormuz, tensions in the Middle East have materially eased, leading to a notable rebound in market risk appetite. Capital has poured into high-beta assets such as tech giants, semiconductors, and crypto-related names, while short squeezes fueled by leveraged trading have further amplified volatility. The Nasdaq surged 3%, with the Dow closing at an all-time high. Micron rose over 10%, AMD gained more than 7%. SpaceX continued its post-IPO strength from last Friday, adding another 20% in a single day. Bitcoin extended its rebound on…