You know what's interesting? China's inflation finally picking up steam, and that's actually bullish for equities.

Most folks see rising inflation as a red flag, but context matters here. After months of deflationary pressure, this uptick signals demand is coming back to life. When consumers start spending again and prices stabilize upward, it typically means economic activity is recovering.

For stock markets, especially in the crypto-adjacent space, this could be the catalyst we've been waiting for. Stronger Chinese economic data tends to lift risk assets across the board—commodities, tech, and yes, digital assets too.

The delayed inflation response isn't a bug; it's a feature. It shows the recovery is gaining traction without overheating. That's the sweet spot for growth assets.