The Green Light Is Getting Closer

Bitcoin, tech, and risk-on groups are leading. The breakout isn’t coming—it’s already here.

Right now, the trend in Bitcoin is up.

It’s rallied for seven straight weeks and is printing new all time highs.

Not because of a headline. Not because of a central bank pivot. It’s happening because buyers are in control. And when buyers take control, you listen.

You’re seeing the same message across the board.

Semiconductors ($SOXX) are up 43% off their “Liberation Day” lows. ARKK—loaded with speculative growth—is up more than 50% from the April bottom. The S&P 500’s top 10 holdings are stacked with tech.

That’s not risk-off. That’s full blown risk-on.

Bitcoin. IPOs. Infrastructure. Speculative tech.