Crypto Rover|4月 30, 2026 13:56
🚨THE MARKET IS LYING RIGHT NOW
And one side is about to get screwed.
In the past few weeks, markets have sent several contradictory signals.
Due to this, it's becoming difficult to decide which side markets will move next.
Let's start with bullish factors:
1) Stock market ATH
S&P 500 recently hit a new ATH.
Nasdaq hit a new ATH.
Even the Russell 2000 hit a new ATH.
When stocks hit new highs, it's a sign that the market is moving from risk-on to risk-on.
2) Bitcoin strength
Since Feb 2026, BTC has made consistently higher highs and higher lows.
This is despite the US-Iran war, high oil prices, and macro uncertainty.
Such things usually happen when the market has bottomed.
3) Global liquidity
US M2 is at a new ATH.
The Fed is pumping liquidity.
Global liquidity is moving up too.
During a contraction, global liquidity goes down, which isn't the case now.
Looking at this, it feels like the market is signaling more upside.
But there are strong bearish factors too.
1) Bond crisis
Japanese bond yields have hit a new ATH.
US bond yields are going up.
UK bond yields have reached their highest level since the 2008 financial crisis.
The bond market has been a leading indicator for economic weakness, and right now, it's calling for more pain.
2) Oil surge
Brent Oil just surged to its highest level since 2022.
Crude oil is fast approaching its last month's ATH.
This is a sign that the market expects more escalation between the US and Iran.
3) Rising inflation and slow economy
Today, US Q1 GDP and PCE data were released.
GDP came in lower than expected, while inflation surged to a multi-year high.
This is a classic case of stagflation, which has been bad for the economy and markets.
So which direction markets could move next?
In the short-term, markets could detach from the underlying economy.
But this can't happen on a longer timeframe.
For now, the global economy is very weak.
People are losing jobs, inflation is surging, and most businesses are losing money.
Sooner or later, this will start to impact the stock market, which has mostly been rallying due to AI hype.
And this is why I expect a market correction in the next 4-6 months.
In a few weeks' timeframe, stocks and crypto could definitely go higher, but most of them will be trading much lower by Q3.(Crypto Rover)
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