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Exclusive Content
Bitcoin and Big Tech Rally as Risk Appetite Returns, Even With Ceasefire UncertaintyAuthored by Jessica Mitacek. Article Published: 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: Elon’s “Hidden” Company
From volatility in short interest and surging oil prices to sudden shortages of helium and fertilizers, the conflict in the Middle East has disrupted a number of markets. The fragile two-week ceasefire between the United States and Iran, announced on April 7, briefly restored a tentative sense of optimism. The result was 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.
For a moment…
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How long the rally—or the ceasefire—will last remains uncertain. But for investors looking for signs of a potential bottom in higher-risk, higher-reward assets, these developments could indicate that oversold tech stocks and volatile crypto prices are poised for a more sustained rebound. Risk-on Assets Are Broadly RallyingTake Bitcoin (BTC), for example — it is up about 7% over the past 30 days after a steep decline through much of the prior six months. In equities, the renewed risk-on sentiment has helped one of this year’s worst-performing sectors finally show signs of life. Over the past five trading sessions, tech—still down on the year—has led the S&P 500’s 11 sectors with a gain of nearly 5%. At the individual-stock level, the moves have been even more pronounced, particularly among the Magnificent Seven. Four of those seven names posted market-beating gains over the past week. For NVIDIA (NASDAQ: NVDA), the rally began before the ceasefire: since its one-month low, shares of the semiconductor leader are up over 20%. Alphabet (NASDAQ: GOOGL), Amazon (NASDAQ: AMZN), and Meta Platforms (NASDAQ: META) have also outperformed, rising more than 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) supports the bullish case. 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 primarily by retail traders, this activity appears to reflect larger institutional bets. Spot Bitcoin ETFs have been particular beneficiaries of institutional buying; some funds recorded more than $470 million in daily inflows. That shift points to a move from retail-led volatility toward institutional accumulation. Bitcoin still sits 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 fallen sharply. 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 in the Magnificent Seven, lesser-known tech names have also benefited from the renewed risk appetite. Applied Digital (NASDAQ: APLD), which provides large-scale digital infrastructure for data centers and Bitcoin mining, has climbed more than 50% from its one-month low on March 30. That pattern is mirrored by Micron Technology (NASDAQ: MU), which is benefiting from the 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 deeply oversold as recently as late March—have shown rebounds in the Relative Strength Index and subsequent bullish price action. For example, the Invesco NASDAQ 100 ETF (NASDAQ: QQQM), which offers index-weighted exposure to the sector’s top names, has risen nearly 11% from its year-to-date low. There’s an ETF for ThatBoth tech and Bitcoin remain down on the year, with Bitcoin’s loss still in double digits. For investors who want to cautiously re-enter risk-on assets, ETFs provide a practical way to do that. Whether it’s the iShares Bitcoin Trust ETF, a NASDAQ 100 fund, a vehicle offering targeted exposure to the Magnificent Seven, or a basket of stocks positioned to benefit from the memory chip shortage, there are numerous ETFs that can help investors reintroduce higher-volatility equities to their portfolios while they wait to see if the current trend continues. |
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