Historically, a BTC decline si

1
Comment
Favorite

Mkoh
06-05

Historically, a BTC decline signals fading macro liquidity, but we are seeing a clear structural divergence. This isn't just a speculative 'easy money' rally; the AI trade has genuine fundamental legs. For the S&P 500 to reach 8,000, it won't just depend on mega-cap tech momentum. Instead, it will be driven by a broadening of the AI trade where capital rotates into the broader market as utilities, infrastructure, and enterprise software companies begin to show real earnings from AI adoption.

# Markets Plunge, Rate Hike Priced In? When Does the Bottom Come?

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Report

Comment

Top
Latest

No comments yet

Most Discussed

{"i18n":{"language":"en_US"},"data":{"magic":2,"id":571789325517424,"tweetId":"571789325517424","gmtCreate":1780619510333,"gmtModify":1780622683726,"author":{"id":3548734971517314,"idStr":"3548734971517314","authorId":3548734971517314,"authorIdStr":"3548734971517314","name":"Mkoh","avatar":"https://static.tigerbbs.com/c6226aeb6486c19c00455145eb533f98","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":5,"crmLevelSwitch":0,"individualDisplayBadges":[{"badgeId":"9427a906234c4b18a82ec3d7730b7fa8-1","templateUuid":"9427a906234c4b18a82ec3d7730b7fa8","name":"Star Contributor","description":"Published at least 3 PICK posts (or 10 IDEA posts) and, within the past 30 days, posted at least 1 PICK post (or 4 IDEA posts) and 1 comment","bigImgUrl":"https://community-static.tradeup.com/news/1866dcf97a73be1c330f85862546aedc","smallImgUrl":"https://community-static.tradeup.com/news/4f5c5fa8e2c7683bb5a7fce8753ee456","redirectLinkEnabled":1,"redirectLink":"https://ttm.financial/activity/market/2023/star-contributors/","hasAllocated":1,"isWearing":0,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2026.06.07","individualDisplayEnabled":1,"backgroundColor":{"dark":"#675a37","tint":"#f9ebc2"},"fontColor":{"dark":"#ffffff","tint":"#ab7a0e"}}],"wearingBadges":[],"fanSize":240,"starInvestorFlag":true,"fullDisclosureFlag":false,"starInvestorFollowerNum":149,"starInvestorOrderShareNum":36,"userFollowInvestorFlag":false,"orderNotificationFlag":false,"ror":431.01,"showRor":true,"investmentPhilosophy":"Value at reasonable price ","winRationPercentage":85.416667,"tradeVolumeEst":0},"themes":[{"themeId":"21b77238479740f99cdaa393def5ea54","categoryId":"7a15628ce2174325bddc6229505e0d70","name":"Markets Plunge, Rate Hike Priced In? When Does the Bottom Come?","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":21b77238479740f99cdaa393def5ea54}&rnconfig={\"headerBarHidden\": true}","description":"The S&P 500 ETF (SPY) fell 2.58% and the Nasdaq QQQ dropped 4.80% on Friday, as chip stocks erased roughly $1.3 trillion in market cap in a single session. A stronger-than-expected May jobs report — 172,000 payrolls added, unemployment at 4.3% — reset Fed rate-cut expectations, cementing the view that the Fed has no reason to rescue growth stocks. Overnight reports of an Iranian strike on Israel added fresh geopolitical risk, with institutions calling this the first real test of the recent rally. Will you panic and exit, or treat this selloff as a buying opportunity?","image":"https://community-static.tradeup.com/news/356031693f8af41ee538d1f2dc7ecc1f"}],"images":[],"coverImages":[],"title":"","html":"<html><head></head><body>Historically, a BTC decline signals fading macro liquidity, but we are seeing a clear structural divergence. This isn't just a speculative 'easy money' rally; the AI trade has genuine fundamental legs. For the S&amp;P 500 to reach 8,000, it won't just depend on mega-cap tech momentum. Instead, it will be driven by a broadening of the AI trade where capital rotates into the broader market as utilities, infrastructure, and enterprise software companies begin to show real earnings from AI adoption.</body></html>","htmlText":"<html><head></head><body>Historically, a BTC decline signals fading macro liquidity, but we are seeing a clear structural divergence. This isn't just a speculative 'easy money' rally; the AI trade has genuine fundamental legs. For the S&amp;P 500 to reach 8,000, it won't just depend on mega-cap tech momentum. Instead, it will be driven by a broadening of the AI trade where capital rotates into the broader market as utilities, infrastructure, and enterprise software companies begin to show real earnings from AI adoption.</body></html>","text":"Historically, a BTC decline signals fading macro liquidity, but we are seeing a clear structural divergence. This isn't just a speculative 'easy money' rally; the AI trade has genuine fundamental legs. For the S&P 500 to reach 8,000, it won't just depend on mega-cap tech momentum. Instead, it will be driven by a broadening of the AI trade where capital rotates into the broader market as utilities, infrastructure, and enterprise software companies begin to show real earnings from AI adoption.","highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/571789325517424","repostId":0,"isVote":1,"tweetType":1,"viewCount":190,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":417,"optionInvolvedFlag":true,"xxTargetLangEnum":"ORIG"},"commentList":[],"hasMoreComment":false,"orderType":2}