Fog of war (on comms) keeps investors sidelined. Crypto and tech leadership shows digital economy not disrupted by war.

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The latest reports around a potential ceasefire leave investors confused. Conflicting statements by Iran leadership not only highlight the fracturing of the Iran regime, but also highlights the "fog of war" underway. And this "fog" is a reason many investors remain wary and sidelined. This is entirely understandable. The war is in its 4th week now and we are starting to see market leadership emerge.

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