Market sentiment seems to be shifting ground. Job numbers just came in stronger than expected, which actually changes how traders should think about Federal Reserve rate cuts—it's not a simple story anymore.

Here's what's catching attention: the employment data suggests the Fed might take a more cautious stance before lowering rates. That means longer duration of higher borrowing costs, which ripples through crypto and traditional markets alike.

Meanwhile, the government's latest tech infrastructure push is worth monitoring too. When Washington starts throwing weight behind technology development, it typically signals confidence in the sector's strategic importance. For crypto natives, this kind of policy backdrop matters when institutions start positioning themselves.