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Must Know Today
Bitcoin spot ETFs logged 7-day consecutive inflow streak totaling $981.2M — biggest institutional momentum signal in 6 weeks. AUM approaching $103B.
Iran military escalation intensifies: US strikes Iranian targets for 11+ consecutive nights. WTI crude now trading $90+, highest since June.
Earnings tape collision: Alphabet (GOOG) + Tesla (TSLA) report after market close today — biggest tech event of the week.
Fed FOMC July 28-29 on tap — market pricing zero 2026 rate cuts. Sticky PCE at 3.5% leaves Fed no pivot room.
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