Robust export performance is currently offsetting lackluster domestic investment trends. When export demand stays strong, it props up overall economic activity despite weaker capital expenditure and investment flows. This dynamic matters for crypto markets—during periods of external demand strength, risk assets often catch bid as confidence rises. Meanwhile, subdued investment cycles can signal caution, but export-driven growth keeps the broader cycle intact. Watch how this balance shifts: if exports cool while investment stays tepid, that's where market headwinds typically emerge. Right now, the export cushion is buying time.