As 2025 winds down, it's worth taking stock of the year's defining market moves. The biggest themes? Digital assets continued their momentum alongside traditional market dynamics, inflation narratives shifted sharply, and geopolitical tensions reshaped investment strategies. Tech stocks remained resilient despite rate volatility, while crypto markets showed increased correlation with macro trends. What stands out most is how quickly conventional wisdom got flipped—what looked like a sure bet in Q1 often played out completely differently by Q4. The takeaway: flexibility beats conviction when markets are this unpredictable.
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As 2025 winds down, it's worth taking stock of the year's defining market moves. The biggest themes? Digital assets continued their momentum alongside traditional market dynamics, inflation narratives shifted sharply, and geopolitical tensions reshaped investment strategies. Tech stocks remained resilient despite rate volatility, while crypto markets showed increased correlation with macro trends. What stands out most is how quickly conventional wisdom got flipped—what looked like a sure bet in Q1 often played out completely differently by Q4. The takeaway: flexibility beats conviction when markets are this unpredictable.