💻 Wall Street’s Tech Obsession Is Back — And Bitcoin’s Riding the Wave

Bank of America’s latest fund manager survey shows Big Money falling back in love with U.S. mega-cap tech. The kicker? That same “risk-on” energy could supercharge Bitcoin and Ethereum.

🔍 Quick Hit

• Survey: 169 fund managers, 413B+ in assets (Aug 2025)
• Rate cut dreamers: 78% expect cuts within 12 months
• BTC: 121,869 (+3.32% in 24h)
• BTC market cap: 2.43T
• BTC 24h volume: 77.2B (+30.65%)

🏦 The Tech Trade Is Back

Forget the “AI bubble” panic — Wall Street just rotated back into U.S. large-cap tech like it’s 2023 again. Strong earnings + cooling inflation + whispers of rate cuts = a green light for Apple, Microsoft, and the rest of the big boys.

Michael Hartnett, Bank of America’s chief investment strategist, calls it “renewed risk-on positioning” — but notes we’re not at full FOMO fever pitch… yet.

🌐 Macro Mood: Chill Vibes, Low Fear

This is the lowest “hard landing” fear reading since January 2025. Add in rate cut expectations and you’ve got a market mood shift from “hedge” to “YOLO.” Growth assets are back on the menu — and that means tech, small caps, and yes… crypto.

₿ Why Bitcoin Cares

History lesson: 2017. 2020. Every time liquidity floods into tech, Bitcoin tags along — and usually outruns it.

BTC’s jump to 121,869 (+3.32% in 24h) is already mirroring this tech rally. Trading volume spiked 30% — that’s not just retail degens aping in, it’s bigger money testing the waters.

If rate cuts hit and liquidity gushes, Bitcoin and Ethereum could be Wall Street’s favorite high-beta side hustle.

📈 The Bigger Picture

This isn’t just about Nvidia earnings or Apple’s next iPhone. It’s about the macro liquidity pulse. Right now, it’s ticking bullish — and Bitcoin’s heart rate is going up with it.

TL;DR

Wall Street’s back in love with U.S. mega-cap tech. Rate cuts are the consensus bet, recession fears are fading, and that optimism could spill into Bitcoin and Ethereum as liquidity flows into risk assets.