🧵 1/ Alright, folks, let's talk markets. We're standing at the cusp of what could be the start of a fresh bull trend across risk assets. Why? Multiple signals are aligning: small caps via $IWM are breaking out, altcoins are starting to surge higher signaling a risk-on vibe, and gold looks like it might be peaking, paving the way for liquidity to rotate into equities and crypto. Buckle up—this could be the rotation we've been waiting for. Let's break it down. 2/ First up: $IWM, the iShares Russell 2000 ETF tracking small-cap stocks. This bad boy has been consolidating for years, but recent action screams breakout. After underperforming for much of 2025, it's now holding above key levels like the 88.6% Fib retracement around $233.20, with eyes on $245 and beyond. The Fed's hints at rate cuts are turbocharging this—lower rates mean easier capital for speculative small caps, which make up the bulk of the Russell 2000.

@cantonmeow has been showing lots of institutional ownership charts for $BTC miners lately, so just wanted to do a quick thread to show its relevance with $PLTR $TSLA $COIN & $MSTR.

Below you can see $PLTR surged a few months ago in ownership which then led to surge in price. In fact $PLTR ownership keeps increasing which is a good indication of where price might be going You are now seeing another surge of buying for $TSLA as well month over month. In fact the last time $TSLA ownership surged the most was when Elon was buying Twitter and price action was terrible which is proof they are buying when retail is panicking.