The single most important thing I can tell you right now:
Surviving this phase IS the trade.
The market’s only job in July is to shake out everyone who shouldn’t be here. The liquidity is there — Micron proved that. The money hasn’t left the system. It’s just parked in US tech waiting for the next rotation.
Your job is to still be standing when it comes back.
Stay patient. The Exponential Age hasn’t been cancelled. It’s just on sale.
1/
People are yet to understand what really happened in June.
This wasn’t a crypto crash.
It was the largest coordinated liquidity rotation I’ve seen in years — and it tells you exactly where the next opportunity is hiding.
Let me explain. 🧵
7/
On altcoins: momentum is dead. Catalysts are everything.
July rewards specific events, not vibes. The names worth watching are the ones with dated upgrades and launches:
$SOL — Jito JTX terminal launch + Alpenglow upgrade in testing. Key level: 
HYPE — HIP-3 scaling + Q3 options market. Uptrend intact above 
ZEC — Ironwood network upgrade late July. Holding $400 is the line.
If the catalyst doesn’t land, the chart doesn’t matter. Be disciplined.