A shift in capital toward mid-cap and small-cap stocks indicates a growing risk appetite among investors. This movement signals an increased willingness to embrace higher-beta assets in the current market climate.
Bitcoin and Ethereum, as high-beta assets, are poised for inflows amid the evolving risk-on sentiment. If this rotation continues, crypto exposure could gain further traction even as macro headwinds persist, underscoring a connected path between equities and digital assets.
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