Market Recovery Hinges on Multiple Positive Signals, Analyst Suggests

According to BlockBeats, analyst @AxelAdlerJr has indicated that for the market to return to a risk-on trajectory, a combination of factors is necessary rather than a single positive development. A stabilization or decline in U.S. Treasury yields is essential to boost market confidence. Additionally, the fear index should narrow to between 14 and 16, credit spreads should tighten, and the upward momentum of gold should weaken, suggesting that safe-haven assets will no longer be the only obvious choice. For cryptocurrencies, this implies that Bitcoin should find stable support around $100,000, spot ETFs should resume net inflows, and Bitcoin should reestablish its position as a global high-beta asset. On a macroeconomic level, the narrative must shift from loss control to opportunity capture. The market does not require a utopia but needs to avoid new crises: a manageable financial environment without signs of severe recession and no unexpected central bank policies. When 3-4 of these elements are met simultaneously for at least 1-2 trading days without new shocks, a new sustainable risk appetite emerges.