U.S. equities are pulling back from recent highs as the earnings season kicks off with mixed results. Big-cap companies reporting this quarter haven't quite moved the needle on investor confidence. Meanwhile, the latest inflation data is keeping Wall Street in neutral territory—no real spark in either direction. The lack of clear directional momentum in traditional markets often ripples through crypto, affecting how traders size positions in both spaces. When stocks stall and macro signals stay ambiguous, capital allocation decisions get trickier across asset classes.