๐ Crypto ETF Flows : 20 Jul 2026
๐ข $BTC ETFs : $219.9M
๐ข $ETH ETFs : $38.0M
๐ข $SOL ETFs : $2.6M
๐ข $XRP ETFs : $2.5M
๐ข $HYPE ETFs : $0.0K
๐ข Total: $263.0M net inflows yesterday
๐ข $BTC ETFs : $219.9M
๐ข $ETH ETFs : $38.0M
๐ข $SOL ETFs : $2.6M
๐ข $XRP ETFs : $2.5M
๐ข $HYPE ETFs : $0.0K
๐ข Total: $263.0M net inflows yesterday
๐บ๐ธ BREAKING NEWS: The Trump administration is set to roll out fresh tariffs of 10% to 12.5% on around 60 countries as early as this week.
This move looks likely to replace the temporary 10% global tariff that's due to expire this Friday (according to the FT).
That stop-gap was brought in after the Supreme Court struck down Trump's earlier tariffs as illegal, a ruling that's already cost the US Treasury a whopping $81 billion in refunds.
Markets are on edge, with potential ripple effects on everything from consumer prices to global supply chains. We'll be watching this one closely. ๐
$SPCX $NVDA $GOOG $BTC $ETH
This move looks likely to replace the temporary 10% global tariff that's due to expire this Friday (according to the FT).
That stop-gap was brought in after the Supreme Court struck down Trump's earlier tariffs as illegal, a ruling that's already cost the US Treasury a whopping $81 billion in refunds.
Markets are on edge, with potential ripple effects on everything from consumer prices to global supply chains. We'll be watching this one closely. ๐
$SPCX $NVDA $GOOG $BTC $ETH
16 Wall Street analysts piling on to SpaceX, and the vibe is overwhelmingly bullish. ๐
$SPCX has slid below its IPO price after an early post-IPO pop, but the median target sits at $213.50. Thatโs roughly +77% upside from where itโs trading now around $120-125. ๐
Starlink scaling, Starship commercialisation, and that big AI computing play have analysts excited long-term. Wild ride ahead! ๐
๐ธ Leverage Shares
$SPCX has slid below its IPO price after an early post-IPO pop, but the median target sits at $213.50. Thatโs roughly +77% upside from where itโs trading now around $120-125. ๐
Starlink scaling, Starship commercialisation, and that big AI computing play have analysts excited long-term. Wild ride ahead! ๐
๐ธ Leverage Shares
๐ $GOOGL alert!
Wells Fargo just raised their price target to $438 from $416 and kept the Outperform rating.
AI demand is driving capex for chips and data centers way higher, with the big players' 2027 spending now seen at $1.1 trillion, up 23%. Google and peers are passing costs to customers while keeping strong returns.
Wells Fargo just raised their price target to $438 from $416 and kept the Outperform rating.
AI demand is driving capex for chips and data centers way higher, with the big players' 2027 spending now seen at $1.1 trillion, up 23%. Google and peers are passing costs to customers while keeping strong returns.
Geopolitical Tailwinds and Energy Inflation ๐ข๐
Commodity and forex markets continue to adjust to geopolitical stress points. Brent crude futures surged above $90 a barrel following maritime friction in the Red Sea and shifts in U.S.-Iran diplomatic mediation. ๐บ๐ธ๐ฎ๐ท
While the broader equity market has temporarily shrugged off these headwinds to focus on earnings, the persistent climb in oil prices is feeding into macro anxieties regarding sticky inflation and corporate margins-notably causing regional downward pressure on import-heavy markets like India. ๐ฎ๐ณ
Commodity and forex markets continue to adjust to geopolitical stress points. Brent crude futures surged above $90 a barrel following maritime friction in the Red Sea and shifts in U.S.-Iran diplomatic mediation. ๐บ๐ธ๐ฎ๐ท
While the broader equity market has temporarily shrugged off these headwinds to focus on earnings, the persistent climb in oil prices is feeding into macro anxieties regarding sticky inflation and corporate margins-notably causing regional downward pressure on import-heavy markets like India. ๐ฎ๐ณ
๐๐ $RKLB BULLISH SIGNAL: Rocket Lab wins $266M firm-fixed-price U.S. Space Force contract for 12 suborbital launches (+ option for 6 more).
Launch site: Pacific Spaceport Complex, Alaska
- Performance through Dec 2028
- Competitive award (3 bidders)
$112M FY2025 funds obligated at award
Another major government win that strengthens $RKLBโs position as a trusted national security launch provider.
Launch site: Pacific Spaceport Complex, Alaska
- Performance through Dec 2028
- Competitive award (3 bidders)
$112M FY2025 funds obligated at award
Another major government win that strengthens $RKLBโs position as a trusted national security launch provider.
๐จ๐ BREAKING: Michael Burry of โThe Big Shortโ fame has updated his positions.Heโs added to shorts in Micron $MU at $933.86, Nvidia $NVDA at $210.28, Semiconductor ETF $SOXX at $535.83, and Caterpillar $CAT at $893.49.
Longs increased in Flutter $FLUT at $100.72, DraftKings $DKNG at $23.07, and Molina $MOH at $197.02. Tesla $TSLA, Palantir $PLTR and QQQ shorts left unchanged as Tesla drops ~24% since late June.
Reinforces scepticism on AI valuations.
Longs increased in Flutter $FLUT at $100.72, DraftKings $DKNG at $23.07, and Molina $MOH at $197.02. Tesla $TSLA, Palantir $PLTR and QQQ shorts left unchanged as Tesla drops ~24% since late June.
Reinforces scepticism on AI valuations.
๐ Bitcoin $BTC slips 0.2% as Nansen warns of unconfirmed bottom and possible retest of $52kโ$58k zone ahead of key catalysts.
Fed policy decision expected 29โ30 July and Strategy $STRC (MicroStrategy) Q2 earnings on 30 July could drive next BTC move.
Trading near $65k, analysts see current bounce as relief rally, not full recovery.
Fed policy decision expected 29โ30 July and Strategy $STRC (MicroStrategy) Q2 earnings on 30 July could drive next BTC move.
Trading near $65k, analysts see current bounce as relief rally, not full recovery.
๐จ๐ JUST IN: Fed rate hike odds for Wednesdayโs meeting have doubled to 36% in just one week (from 16%), per CME FedWatch.
Traders price a real chance of a 25bp rise from the 3.50%-3.75% range held for five straight meetings.
Citadel now flags a possible surprise hike.
Traders price a real chance of a 25bp rise from the 3.50%-3.75% range held for five straight meetings.
Citadel now flags a possible surprise hike.
๐บ๐ธ๐จ BREAKING: The US Federal Reserve has announced no change to its key interest rates following the July 2026 FOMC meeting, maintaining the federal funds rate target range at 3.5% to 3.75%.
๐จ๐ BofAโs Bull & Bear Indicator just hit 9.6, one of the strongest sell signals this century.
Itโs a contrarian gauge based on flows, positioning and breadth. Anything above 8 has historically flagged extreme bullishness.Out of 17 signals since 2002, global stocks averaged a 2-3% drop over the next couple of months, with some bigger pullbacks.
Markets feel pretty frothy right now.
$MSFT $GOOG $NVDA.NE $SPCX $BTC $ETH
Itโs a contrarian gauge based on flows, positioning and breadth. Anything above 8 has historically flagged extreme bullishness.Out of 17 signals since 2002, global stocks averaged a 2-3% drop over the next couple of months, with some bigger pullbacks.
Markets feel pretty frothy right now.
$MSFT $GOOG $NVDA.NE $SPCX $BTC $ETH
๐๐ซ Cocoa soared more than 10% today for its 6th biggest gain this century.
The jump came as supply worries flared in West Africa. Heavy rains, disease and El Niรฑo risks are damaging early crops in Ivory Coast and Ghana, and Ghana is already warning of a sharp drop in next seasonโs harvest. Short covering by traders poured more fuel on the rally.
The jump came as supply worries flared in West Africa. Heavy rains, disease and El Niรฑo risks are damaging early crops in Ivory Coast and Ghana, and Ghana is already warning of a sharp drop in next seasonโs harvest. Short covering by traders poured more fuel on the rally.