Seoul's equities kicked off strong this morning, riding the coattails of a solid U.S. tech sector rally. The KOSPI got the momentum flowing as investors rotated into growth-oriented plays following last night's tech-heavy gains stateside.

What's driving this? Tech companies are benefiting from renewed optimism around innovation cycles and AI adoption momentum. When the biggest tech names pump, it sends ripples across global markets—Seoul's being no exception.

For crypto traders keeping tabs on macro sentiment, this matters. Equity rallies like this typically signal risk-on conditions. When traditional markets are bullish, capital tends to flow into higher-yielding assets, including crypto. The Fed narrative, earnings beats, and AI hype are all working in favor of risk assets right now.

Keep an eye on whether this momentum holds through the Asia-Pacific session. If Seoul can sustain these gains, it could set a positive tone heading into European and U.S. trading.