The view that the conflict in the Middle East may remain geographically limited with little impact on markets was the leading narrative yesterday. US equities and, today, Asian equities rose on the resulting risk-on sentiment. A strong start to the US earnings season also helped to improve investor sentiment after a rocky weekend. Manuel Villegas, Next Generation Research, talks about how the macro headwinds for bitcoin are fading as the approval of a spot bitcoin ETF looks increasingly likely.

00:00 Introduction by Jonti Warris (Investment Writing)

00:34 Markets wrap-up by Mike Rauber (Investment Writing)

06:36 Digital assets update by Manuel Villegas (Next Generation Research)

10:21 Closing remarks by Jonti Warris (Investment Writing)

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