Equities caught fresh bid for a second consecutive session following the softening stance on trade tensions. After weeks of tariff rhetoric targeting European allies, the policy reversal triggered a notable shift in market positioning.
The move underscores how geopolitical and macroeconomic factors continue rippling through risk assets. Crypto investors tracking traditional market flows have watched this closely—shifts in equity sentiment often precede broader asset class rotations. When risk appetite rebounds in stocks, liquidity typically follows into alternative assets.
The two-day rally reflects renewed confidence among traditional investors. With tariff headwinds easing, at least temporarily, analysts are reassessing growth trajectories and inflation expectations. These macro adjustments have historical implications for crypto valuations, particularly during periods when correlation with equities tightens.
Whether this marks a sustained reversal or a tactical pause remains to be seen. But for traders monitoring macro flows, the pattern is worth tracking closely.
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NestedFox
· 11h ago
This wave of the market seems to be just a temporary respite... the real test is still ahead.
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Traditional finance has loosened up, and liquidity will eventually flow into the crypto space. The historical pattern is clear.
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The key is how long this policy shift can be maintained. I can't bet on such macroeconomic plays.
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The stock market rose for two days and now says it's reversing? That's too naive haha... how many variables are there in between?
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The dance between the crypto world and the stock market has started again. We're still the same old story, passively following the trend...
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The macroeconomic easing is indeed a positive, but I just don't know how sustainable it is.
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FlashLoanLord
· 11h ago
Here we go again, following the trend of stock trading. This time, are tariffs about to reverse again...
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Stocks rose for two days, and then they start talking about macro liquidity—just the old trick of crypto enthusiasts.
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Wait, can this really boost the crypto market? Or is it just another false alarm?
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As soon as the tariff rumors ease, they start re-pricing again. These institutions have seen through it long ago... I’d better stay on the sidelines.
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Talking about "asset rotation" in a nice way, but isn’t it just waiting for liquidity to come in so we can take the fall...
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A two-day rebound worth tracking? Wake up, we’re just getting started.
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Look again, tariffs are fluctuating back and forth. Don’t get fooled into it.
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PumpAnalyst
· 11h ago
Cautiously bearish, but this stock market rebound does have some substance. I also see signals of liquidity flowing into crypto assets.
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The key point remains — don’t follow the herd and chase highs. I will remain cautious and observe until the support levels are firmly established.
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Brothers, we’ve been playing the macro game in crypto for a long time. Now it’s just about how the whales will leverage this rally to push prices.
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Honestly, as soon as the tariff news eased, the rush started. I’m sweating for these bandwagoning retail investors.
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The technical trend is upward, but I’m more concerned about whether there will be a sharp drop in the next couple of trading days.
View OriginalReply0
SilentAlpha
· 11h ago
Oops, starting to follow the trend again. How long this wave of stock market gains can last is really hard to say...
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Are tariffs about to loosen again? I have a feeling this is a trap.
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Wait, is liquidity really flowing into crypto? Or is it just another pump and dump?
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Macro correlation is tightening again. Can we please not fall together with the stock market this time?
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So is this a reversal or a trap? Can someone give me a definitive answer?
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I'm optimistic about this pattern. There should still be some play for the next two days.
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Once policies loosen, everyone gets optimistic. History always repeats itself...
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Funds flow is worth paying attention to, but don’t be fooled, brothers.
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Honestly, it's still a bit early to enter now.
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Can this rebound hold until the end of the month? I bet it can't.
View OriginalReply0
ProofOfNothing
· 11h ago
Here we go again, stocks rise for two days and then start storytelling... Do they really think the tariff reversal is permanent?
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Waiting to see how long this can last this time
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Basically, it's still the old tricks of traditional finance. We'll see when liquidity starts flowing in
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If the macro environment softens, crypto has to rise? The logic is sound, but don't be fooled for the third time, brother
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The correlation has tightened again... No one knows if this rally can break previous highs
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The tariff issue is old news now. This reversal is probably just a temporary measure
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Stocks and hot topics are all the same, talking about inflation when falling, talking about rate cuts when rising, very slick
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Monitoring liquidity is fine, but the real test hasn't come yet
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Two days and you're already so excited? Your perspective is too narrow
Equities caught fresh bid for a second consecutive session following the softening stance on trade tensions. After weeks of tariff rhetoric targeting European allies, the policy reversal triggered a notable shift in market positioning.
The move underscores how geopolitical and macroeconomic factors continue rippling through risk assets. Crypto investors tracking traditional market flows have watched this closely—shifts in equity sentiment often precede broader asset class rotations. When risk appetite rebounds in stocks, liquidity typically follows into alternative assets.
The two-day rally reflects renewed confidence among traditional investors. With tariff headwinds easing, at least temporarily, analysts are reassessing growth trajectories and inflation expectations. These macro adjustments have historical implications for crypto valuations, particularly during periods when correlation with equities tightens.
Whether this marks a sustained reversal or a tactical pause remains to be seen. But for traders monitoring macro flows, the pattern is worth tracking closely.