**Markets Rally with Trump-Boost; Bitcoin Soars, Gold Drops**

The markets experienced a significant uplift on Monday, bolstered by a renewed "Trump-related everything rally." This surge saw a notable focus on small caps, financials, Tesla, and cryptocurrencies—continuing the momentum from the previous week's top performers.

The Russell 2000 Index, well-regarded for its representation of small-cap stocks, led the way by approaching its all-time high from November 2021. Financials were particularly robust, with both large and regional banks posting impressive gains. Highlighting this sector performance, the SPDR S&P Regional Banking ETF (KRE) soared by 3.9%, hitting levels unseen since August 2022.

Cryptocurrencies also grabbed headlines with Bitcoin surpassing the $85,000 mark. This milestone triggered a cascade of gains across other crypto assets and major crypto-linked stocks. Coinbase Global Inc. (COIN) saw a nearly 22% spike, reaching highs not seen since late November 2021. Similarly, MARA Holdings experienced a 25% boost, while Riot Platforms Inc. (RIOT) and CleanSpark Inc. (CSLK) both rose by 21%.

In the tech sector, Tesla continued its remarkable rally. However, broader tech stocks faced pressure, particularly within the semiconductor subsector. This dip was driven by new AI-related export restrictions to China, adversely impacting Taiwan Semiconductor Manufacturing Company (TSM).

Meanwhile, the U.S. dollar extended its gains, and Treasury yields remained stable with the 10-year yield around 4.3%. In commodities, natural gas was an outlier with a 10% rise, while gold plummeted over 2%, and oil prices dropped by 3%.

The "Trump-related everything rally" has reinvigorated different sectors, highlighting the dynamic nature of the current market environment. Results from Monday underscore the varying impacts across financials, tech, and commodities, framing a complex but intriguing outlook for investors.