Equities are celebrating. Bonds are warning. The AI rally keeps risk assets buoyant, but geopolitical pressure around the Strait of Hormuz is keeping inflation risk alive, and rate markets are moving away from cuts. @Bitcoin’s latest rally has been flow-led so far, but derivatives activity is waking up again. More here: https://coinshares.com/insights/research-data/market-update-29-05-2026/?utm_source=linkedin&utm_medium=social&utm_campaign=Research-data_MarketUpdate_29052026&utm_content=carousel_NA_rates-reality-bitcoin(CoinShares)