Markets Conditioned for the TACO Trade, Potential End to QT Adds Tailwind for Crypto
In this video, Fundstrat discusses the market's positive response despite China's retaliatory comments, the shift from a hardline stance to a more peace-focused approach in U.S.-China negotiations, traders' continued expectations of a deal from Trump, favorable Federal conditions including potential rate cuts, and changes in positioning with a focus on ETH and SOL over BTC.