Aurora Macro Strategies

Macro Map: The Metaverse Strikes Back

September 21, 2026

Cross-AssetAurora Intelligence

The metaverse theme is striking back as AI infrastructure, digital-capex narratives, and risk appetite reconnect in markets. Aurora maps why the trade is re-emerging, where the macro sensitivity sits, and what could turn the rebound into another roundtrip.

The full report is available to Aurora's institutional clients. Request a copy and our team will follow up within one business day.

Request the full report

Macro Map: The Metaverse Strikes Back