The Big Picture
U.S. spot Bitcoin ETFs led headlines overnight, pulling roughly $1.1 billion into the market over three days and sparking a renewed bid for crypto-related stocks and tokens. At the same time you should know the sector is showing clear fault lines, with AI-linked names rallying while miners and some infrastructure plays face margin pressure and revenue declines.
This split matters because it tells you where risk and opportunity currently sit, and why selective positioning is likely to outperform a broad market bet today.
Market Highlights
Fast facts and price moves to watch this morning.