
Global financial markets and the broader digital asset trend are showing a clear recovery in risk appetite and a resonance of bullish sentiment. This is further amplified by the emotional boost to the tech sector from SpaceX's historic IPO success.
The specific major trends in the broader market are as follows:
US Stocks & Global Equity Markets: High Spirits, Tech Leads the Rally
With the news release of a peace agreement in the US-Iran conflict, market concerns over an energy crisis and hyperinflation have significantly eased, leading to gains across major global stock indices.
Stock Index Futures Performance: The three major US stock index futures opened significantly higher with a gap in Monday's Asian session and pre-market trading. Nasdaq 100 futures led the gains, up 1.4%, S&P 500 futures rose nearly 0.9%, and Dow futures also gained 0.7%. The S&P 500 is currently steadily advancing above the 7,500-point level.
Asia-Pacific Markets: Stimulated by this major positive news, Asia-Pacific stocks surged broadly today. The Nikkei 225 and South Korea's KOSPI index both soared over 5% in a single day, while the Australian stock market also recorded a strong gain of 2.6%.
Individual Stocks & Hotspots: SpaceX's historic Nasdaq IPO debut surged over 19%, greatly revitalizing capital flows back to the tech mainline and AI-related sectors; traditional bank stocks (e.g., Goldman Sachs, JP Morgan) also performed steadily.
Digital Assets (BTC/ETH): Reclaiming Lost Ground, ETF Net Inflows Welcome an Inflection Point
The removal of geopolitical risks has lowered the market's overall fear index (VIX has clearly retreated), and capital is beginning to tilt back towards risk assets.
BTC Trend: BTC showed a clear recovery trend today, successfully reclaiming the ground lost when it fell back below $60,000 due to previous geopolitical tensions, climbing to around $65,700 during the session. Looking at the options derivatives structure, although there is pressure from the Fed's FOMC meeting this week and some institutions are still buying protective options, the mainstream tone has shifted to "the release of risk-hedging after the event concludes."
ETH & Altcoins: ETH rebounded to around $1,716. Core mainstream coins like SOL and XRP followed the broader market, oscillating higher.
Capital Flows: Last Friday, US Spot BTC ETFs recorded a net inflow of approximately $85.9 million, ending the previous streak of outflows, indicating that institutional capital is beginning to buy the dip again at current levels.
Commodities & US Treasuries: Safe-Haven Capital Outflows
Crude Oil: As the most direct reaction to the peace agreement, international crude oil futures suffered a heavy blow today, falling about $5 per barrel, with oil prices directly retreating to around $80 per barrel. This also incidentally lowered the entire market's future inflation expectations.
US Treasury Yields: Safe-haven buying retreated, with the 10-year Treasury yield falling slightly to around 4.43%, while the 2-year yield touched the 4.03% support level, with the pressure on the yield curve easing somewhat.
Core Observation Summary
Today's market is a typical **"bad news exhausted, risk released" scenario. Macroscopically, the sharp drop in oil prices suppressed the rise of inflation expectations; microscopically, the tech giant's IPO provided an emotional catalyst. In the intraday major trend, the bulls clearly hold the advantage in this wave. However, it's important to note that the Federal Reserve's FOMC meeting will take place later this week**, and after consecutive strong gains, the market typically experiences some position adjustments or volatile movements before the mid-week interest rate decision announcement.
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