The mood right now is strangely calm for a market sitting on a pile of unresolved stuff. Crypto has regulators hovering overhead, stocks are leaning hard on AI and semis, commodities are flashing supply stress, and volatility still looks almost too relaxed about all of it.

• Crypto policy and price setup
• Stablecoins, ETFs, and crypto liquidity
• Volatility and the oddly calm tape
• AI rally and semiconductor concentration
• Micron, single-name flows, and options heat
• Inflation, Fed uncertainty, and the consumer
• Treasuries, banks, and the liquidity question
• Oil, copper, grains, and commodity pressure
• IPOs, seasonality, and what could break the rally
• Trading discipline in a thin market

This podcast was created with Podkey. Make your own at https://podkey.fm