🚨Central bank rate decisions this week. [It's going to be a BIG week, BTFD before it starts!]

🚨Global crypto Weekly ETP flows for the week ending July 25

🔴 Bitcoin ETPs: $1.4Bn net outflows
🟢 Ethereum ETPs: $1.5Bn net inflows
🟢 Altcoins ex ETH: $155M net inflows

[let the slow rotation from BTC into alts continue]

🚨Trump: Powell has to cut interest rates this week [a surprise cut is more likely than people seem think]

🚨Another very strong $77bn US 6-Month Bill Auction today (3 more left for July)

⚪High rate 4.12% (prev 4.115)
🟢Bid-to-cover ratio 3.36 (prev 3.06)

[The stablecoin put is here to stay, BTFD!]

The meme stocks rally that started in July has outperformed the S&P500 by a factor of 3.3x. [All profits will rotate into crypto in August. BTFD before it's too late!]

🚨US Treasury to borrow $1.007 trln in September quarter, sees end-cash balance of $850 bln [A lot of stablecoins will be printed this year to soak up all that debt, that's why GENIUS made keeping money in stablecoins safer than keeping them in a bank. BTFD!]

Nick Timiraos: Trump may get what he wants, but not this week.

➡️ Fed is divided in 3 camps over whether to resume lowering interest rates. Waller and Bowman could dissent this week demanding rate cuts right away.
➡️ The internal debate is unfolding amid intense and unusual political pressure from the White House.
➡️ Tariff inflation, labour market data will influence the decision

[The Fed won't get hawkish any time soon, the inflation hedge trade has never been stronger. Buy the crypto dip!]

🚨Spring pending home sales hit 13 year old low, for the third year in a row. Spring season is historically the top season. [Hawks will be on the back foot for a long time despite high inflation. Buy the crypto dip. The crypto as inflation hedge trade is still in its beginning]

🚨Sharplink Gaming has announced that it sold $279M worth of stock last week to fund its purchase of 77,209 ETH. This has raised Sharplink's total ETH holdings to 438,190 ETH, of which 722 were earned through staking rewards since June 2. [The rotation from stocks into crypto is just beginning, BTFD before it's too late!]

ICYMI:

🟢🟢July 29 - Mill City Ventures III, Ltd. (MCVT) announced the sale of 83,025,830 shares of common stock at $5.42 per share to acquire $450M worth of SUI

🟢🟢July 28 - CEA Industries Inc. announced it's selling $500M worth of stock to buy BNB, with an additional $750m to be bought through warrants (if exercised)

🟢July 24 - ARK Invest sold $100m in combined COIN and HOOD stock to buy $175M worth of stock in Eth Treasury company Bitmine Immersion Technologies (BMNR).

The rotation from stocks to crypto isn't even that stealth anymore. Seasonality favors it too, we're entering the weakest 3-month stretch for stocks starting this week (the dot marks today).

BTFD! @bullcase

🚨USDC velocity, a leading indicator of major crypto market moves and institutional capital rotation, has been steadily climbing since 2023 and has just returned to levels last seen in the October 2020. [Buy the crypto dip!]

Nomura: CTAs (trend following funds & buyers of last resort) are now at maximum long exposure to equities, in the 99.8th percentile. [Let the rotation from stocks into crypto continue. BTFD!]

ECB: Stablecoins let the US export its currency without banks. Digital dollar dominance could raise EU borrowing costs and erode policy autonomy.

[Thank you ECB for confirming what we explained in our GENIUS Act post 4 days ago. Stablecoins are becoming systemically important and are overtaking traditional banks. Buy the crypto dip!]

This month's ETH ETF inflows have already surpassed the combined total of the previous 11 months [BTFD!]

GDP came in above expectations, largely due to a drop in imports, as many were front loaded last quarter ahead of the tariffs.

But final sales to private domestic purchasers, which combines personal consumption and spending by businesses (C+I in the GDP formula and a clean signal of economic strength), came in the lowest since Q4 2022.

The Fed can't be anything but dovish today. [Buy the crypto dip, the inflation hedge trade is on!]

🚨Fed leaves rates unchanged but the statement has taken a dovish turn [Buy the crypto dip!]

🚨Sell off everywhere after Powell seems to have torched hopes of a September cut. [Buy the crypto dip, no cut is bullish. This knee jerk reaction will get reversed]