The stock market is experiencing a fascinating tug-of-war right now. On one side, there's genuine economic momentum—solid corporate earnings, resilient employment data, and consumer spending holding up better than expected. That's fueling real optimism among traditional finance players.

But here's where it gets interesting: AI-related stocks and tech volatility are creating this undercurrent of anxiety. Every earnings call mentioning AI capex spending or margin pressures sparks rotation concerns. Meanwhile, bond yields and Fed policy signals keep whipsawing sentiment.

For crypto traders and Web3 participants watching from the sidelines, this market behavior is worth studying. When institutional capital gets nervous about traditional equity valuations, it doesn't always flow into crypto immediately—sometimes it sits in dry powder or rotates into defensive positions. That's the context we're operating in right now.

The real question: Does economic resilience win out, or does AI-driven uncertainty crack the confidence? That answer probably determines risk appetite across all asset classes in the coming weeks.