Everything on Macro Risk

Equity markets show blow-off top characteristics with violent NASDAQ gains and extended valuations, driven by fiscal stimulus and dollar debasement. A normalization correction could spill over into crypto sentiment.

Impact: Portfolio managers should hedge against equity volatility, as a risk-off correction could trigger short-term liquidity drains in crypto markets despite long-term bullish fundamentals.

— from Bitcoin Dominance, Tokenization Catalysts, and Macro Risks · The Milk Road Show· May 04, 2026