Tech stocks firing on all cylinders while cyclical assets are catching momentum worldwide. Big cap names leading the charge—something we're seeing ripple through both traditional markets and the crypto landscape. When tech rallies this hard, it typically signals risk appetite is back on the menu. Cyclicals joining the party means investors are betting on sustained growth and economic resilience. For traders watching digital assets, this kind of macro environment usually correlates with alternative markets finding their footing too. The rotation we're seeing—strength in innovation plays combined with cyclical plays—suggests the market's rewiring its risk calculus.