Bitcoin

$65,859

↘ -0.69%

S&P 500

7,494

↘ -0.30%

Crude Oil

$85.23

↗ +1.12%

Gold

$4,098

↗ +1.86%

Must Know Today

Bitcoin spot ETF inflows hit 6th consecutive day — $203M Tue, $930M streak total. Institutional positioning ahead of macro catalysts + regulatory clarity tailwinds.

Iran military escalation intensifies: US strikes Iranian targets for 11th straight night. WTI crude tops $85 (highest since June), reigniting inflation concerns. Oil risk premium now baked into equities/commodities.

Alphabet (GOOG) + Tesla (TSLA) earnings today after market close — biggest tech tape event of week. GOOG delayed Gemini 3.5 rollout (several months), TSLA under margin pressure. Guidance will reset market expectations for AI capex narrative.

Fed holds July 28-29 on tap — market pricing zero 2026 rate cuts. Sticky PCE inflation at 3.5%, headline CPI elevated. Macro pivot point remains inflation prints; any cool print opens September cut door, rally catalyst for risk assets.

Watch this week

Iran geopolitical risk is now THE macro wild card — direct US military strikes for 11 consecutive nights have pushed WTI to $85+. Any new flareup could trigger 2-3% instant move in equities/crypto. Ceasefire chatter has stabilized markets, but this window remains fragile through week-end. Watch oil below $85 as de-escalation signal.