ChainCatcher reports, according to QCP's analysis, they believe this stock market rally is a tactical rebound driven by asset managers' reallocation of risk assets, rather than a change in any macroeconomic fundamentals.

Uncertainty surrounding US trade policies and the broader political landscape remains the market's focus. Trump hinted at additional tariff measures before the April 2 deadline. However, the market still lacks a clear understanding of the potential actions' scope, timing, and magnitude. Before that, we expect the market to continue to fluctuate sideways.

In the digital asset domain, we believe Bitcoin has room for short-term tactical performance advantages. Surprisingly, GameStop has incorporated Bitcoin into its balance sheet. Although this is not the first instance of corporate cryptocurrency adoption, GameStop's symbolic status as a "meme stock" may reignite retail investors' speculative enthusiasm. As the market performance in 2021 reminded us, if coordinated, retail capital flows have the ability to challenge institutional investors' positioning.