Markets may be past peak policy uncertainty, but the climb remains rocky, says Nansen. BTC and tech stocks favored as quality assets, while gold hedges geopolitical risks. 📈⚠️ - U.S. tariff pragmatism eases fears, but sectoral risks and China talks linger. - Foreign capital shifts as Treasury demand weakens and the dollar falls. - Nansen recommends BTC, discounted tech, and pharma stocks amid volatility.