Bitcoin

$65,030

↘ -1.26%

S&P 500

7,418

↘ -1.01%

Crude Oil

$91.77

↗ +7.67%

Gold

$4,056

↘ -1.03%

Must Know Today

• Bitcoin spot ETF inflows hit 7th consecutive day — $981.2M total on streak. Despite 1.26% overnight drop, institutional accumulation signals conviction. BTC holds $65K base; test of $64K would indicate sentiment shift.

• Oil shock intensifies: WTI spiked +7.67% overnight to $91.77 after fresh US military strikes on Iranian targets + Red Sea attacks on Saudi tankers. Oil premium is NOW the market driver — any Hormuz disruption risk = instant 2-3% equity selloff, BTC volatility spike.

• Spot Bitcoin ETF flows remain positive after negative June — 7-day streak signals institutional rebalancing toward risk assets despite macro headwinds. Inflows are dwarfing retail FOMO entry; patience positioning before retail FOMO kicks in late July/August.

Watch this week

Oil at $91.77 is NOW THE MACRO WILDCARD — 7.67% overnight spike on Iran escalation + Red Sea attacks. Hormuz disruption risk is structural through end of July. Any breach above $95 = instant equities -2%, BTC spike +2-3%. Below $85 = de-escalation signal.