#TariffsPause This looks like more than just a relief rally — it feels like the spark of a real recovery. Trump's 90-day tariff pause, even with the China exception, sends a strong signal: stability is back on the table. Markets, starved for clarity, responded with explosive energy. A $5.5 trillion surge isn't just optimism; it's capital waking up after months of hesitation.

Bitcoin blowing past $83K adds another layer — investors are chasing both traditional and alternative assets, which usually happens when confidence returns. Sure, some volatility will stick around, but the tone has shifted dramatically. If policymakers avoid any new chaos and earnings stay decent, this could mark the beginning of a fresh bull cycle. I’m cautiously bullish — emphasis on bullish.

The playbook now? Stay flexible but lean into the momentum. Smart money already is.