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This Month's Featured Content
Bitcoin and Big Tech Rally as Risk Appetite Returns, Even With Ceasefire UncertaintyBy Jessica Mitacek. Posted: 4/21/2026. 
Key Points
- The ceasefire between the United States and Iran has the potential to reverse the flight to safety that began late last year, sparking a significant rebound in previously battered sectors like tech and crypto.
- Bitcoin has established support at $70,000, bolstered by massive institutional inflows into spot ETFs. Short interest in major funds like IBIT has plummeted, signaling a shift from retail uncertainty to institutional accumulation.
- Tech stocks and data center infrastructure providers are seeing double-digit gains from recent lows, with improved valuations and bullish technical reversals bolstering the argument that a bottom could be in for tech.
- Special Report: Have $500? Invest in Elon’s AI Masterplan
From volatility in short interest and surging oil prices to sudden shortages of helium and fertilizers, the conflict in the Middle East has upended multiple markets. The fragile two-week ceasefire between the United States and Iran, announced on April 7, helped restore a tentative sense of optimism. The result has been a rally in the stocks, sectors and asset classes that bore the brunt of the flight to safety that began last year. In recent days, however, the picture has become more complicated as talks appeared to wobble ahead of the ceasefire’s expected expiration tonight.
How long the rally—or the ceasefire—will last remains unclear. For investors seeking signs of a bottom in higher-risk assets, these developments could indicate that oversold tech stocks and volatile crypto may be poised for a sustained rebound. Risk-on Assets Are Broadly RallyingTake, for example, Bitcoin (BTC), which is up about 7% over the past 30 days after a steep decline during the past six months. In equities, the influx of risk-on sentiment has given one of this year’s worst-performing sectors new life. Over the past five trading sessions, tech—which remains down year-to-date—has led the S&P 500’s 11 sectors with a gain of nearly 5%. Individually, gains have been larger, especially among the Magnificent Seven, with four of those stocks posting market-beating returns over the past week. For NVIDIA (NASDAQ: NVDA), that momentum predates the ceasefire: since its one-month low, the semiconductor lynchpin is up more than 20%. Alphabet (NASDAQ: GOOGL), Amazon (NASDAQ: AMZN) and Meta Platforms (NASDAQ: META) have also outperformed, rising roughly 25%, 26% and 31% from their respective one-month lows. Follow the Money: Surge in Bitcoin Inflows Suggests Renewed DemandA recent resurgence of interest in Bitcoin-backed exchange-traded funds (ETFs) has supported that investment thesis. In the week ending April 10, Bitcoin-focused products took in $871 million—the strongest weekly total since early January, according to CoinShares. Unlike prior rallies driven mainly by retail traders, these flows suggest sizable institutional participation. Spot Bitcoin ETFs, in particular, have benefited from institutional buying, with some funds recording more than $470 million in daily inflows. That shift signals a move from retail-driven volatility toward institutional accumulation. Bitcoin remains more than 40% below its Oct. 6, 2025 high, underscoring how quickly risk appetite can change. At the same time, short interest in the iShares Bitcoin Trust ETF (NASDAQ: IBIT)—the largest spot Bitcoin ETF with over $60 billion in assets under management—has all but disappeared. As of March 31, just 0.95% of the float was shorted (about $503 million), down nearly 29% from the prior month. For context, in November 2025, $1.33 billion worth of IBIT was shorted—the most in the fund’s two-year history. Tech Follows Suit as Investors’ Risk Appetite MountsBeyond the bounce among the Magnificent Seven, lesser-known tech names have also benefited. Applied Digital (NASDAQ: APLD), which provides large-scale digital infrastructure for data centers and Bitcoin mining solutions, has gained more than 50% from its one-month low on March 30. That move has been mirrored by Micron Technology (NASDAQ: MU), which is benefiting from an ongoing shortage in memory chips. MU is up over 40% from its late-March low as investors focus on memory demand tied to AI infrastructure. Meanwhile, broad tech-heavy index ETFs—which were dramatically oversold in late March—have seen rebounds in their Relative Strength Index and subsequent bullish price reversals. For example, the Invesco NASDAQ 100 ETF (NASDAQ: QQQM), an index-weighted vehicle providing broad exposure to the sector’s top names, has gained nearly 11% from its year-to-date low. There’s an ETF for ThatBoth tech and Bitcoin remain down year-to-date, with Bitcoin still showing double-digit losses. Investors who want to cautiously re-enter risk-on assets can do so through a range of ETFs. Whether it's the iShares Bitcoin Trust ETF, the NASDAQ 100 ETF, a fund providing targeted exposure to the Magnificent Seven, or a basket of stocks capitalizing on the memory chip shortage, there are numerous ETFs that can help reintroduce higher-volatility equities to portfolios while investors wait to see if the current trend continues. |
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