BITCOIN ETFS STOPPED THE BLEED
After a brutal stretch of red bars, $BTC ETFs posted +$221.7M in net inflows for July 2.
The 30D picture is still negative at -$6.61B, but this is the first sign of momentum shifting back toward the bulls 📈
ETH/BTC GOLDEN CROSS IS FORMING.
50 week crossing above the 100 week.
The last golden cross, 2021, kicked off $ETH outperformance.
The death crosses marked $ETH weakness.
🚨LATEST: JPMORGAN WARNS STRATEGY IS CREATING "TWO-WAY RISK" FOR THE BITCOIN MARKET
JPMorgan said Strategy’s new policy allowing up to $1.25B Bitcoin sales has introduced “two-way risk” to crypto, BBG reports.
The bank says Strategy can still push BTC higher when it buys, but could also pressure BTC lower if it sells to meet cash needs.
JPMorgan says Strategy should hold 24–36 months of cash reserves, instead of its current 17-month buffer, to calm forced-sale fears.
🔥NEW: 'BIG SHORT' MICHAEL BURRY BETS AGAINST NVIDIA, TESLA AND CATERPILLAR
Burry disclosed new shorts against $NVDA, $TSLA, $CAT and $AMAT, calling the semiconductor index "a pure form of overvaluation" that is "rarely seen," per Business Insider.
He shorted Caterpillar for the first time ever after the stock surged 86% in the first half of 2026 alone.
🇺🇸The White House is reportedly in advanced talks with leading AI companies on a voluntary agreement for how powerful AI models should be released to the public.
An official announcement could come as early as next week.
July is typically a good month for Bitcoin, closing green more often than not
Fact: July has always been green after a red June
We just had a red June candle
🚨JULY COULD BE BULLISH FOR BITCOIN
Historical data shows July has often been a recovery month for BTC.
Over the past 5 years, July has mostly finished in the green, with 2023 being the only red year, recording a shallow -4% return.
Will July close green again this year?
📈JUST IN: AI CHIP STOCK CEREBRAS JUST HAD ITS BIGGEST RALLY IN HISTORY
Cerebras $CBRS surged +19% today to $216, marking its BIGGEST gain since going public.
CBRS lost more than 50% from its IPO-day high, with the stock now recovering roughly 30% of that crash.
The rebound appears to be driven by bargain-hunting, as investors refocus on strong AI demand.
Bitcoin ETF flows have started to look a bit more uneven on a monthly basis.
After those strong early inflow phases, what stands out now is how much more rotation we’re seeing between inflows and outflows across the spot ETF complex.
It doesn’t feel like a clean directional trend anymore.
More like shifting pockets of demand.
What I keep noticing is concentration.
A lot of the flow is still being driven by a small group of funds, while broader participation across the ETF basket has definitely cooled compared to earlier in the cycle.
That changes the structure slightly.
Instead of steady “all-in” inflows, you’re getting more of a rotational liquidity environment.
And I think that matters because ETF flows have basically become one of the cleanest reads on institutional risk appetite right now.
And at the moment… that signal just isn’t as stable as it was earlier in the cycle.
🔥 UPDATE: XRP is clinging to $1.00 support, but new wallet creations spiked to 4,941 in a day with bullish sentiment at a 3-month high, hinting at dip-buying, per Santiment.
🚀We're proud to welcome Shabir Momin, President & Founder of @TorusChain , to @0xGBS Riyadh.
He'll explore how blockchain integrates with real-world businesses and tech ecosystems.
🗓️ 29-30 June 2026 | Riyadh, KSA
🎟️Tickets - https://t.co/RGQq4AWXfN
#Globalblockchainshow
Each cycle has been the "worst" halving cycle. Since we had an ATH due to the ETF approval before this halving, I think it's better to measure from the Realized Price. #Bitcoin