Growth Up, Inflation Down. Risk On?

📈 Market Update: Mag 7 stalls, cyclicals rip. Growth up, inflation down — business cycle in real upswing for first time since 2021.

💸 Market Pulse: Bitcoin ETF inflows hit $1.8B in 3 days. Systematic funds flip back to buy as vol stays calm.

🐂 Alpha Insights: Virtuals + agent economy rotate higher. Agents shift from chatbots to revenue machines — infra > hype.

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