Tech earnings and rate policy now set the tone. Bitcoin hovered near $65,900 on Wednesday, just shy of a two-week peak, up 1.5% on week, while Ether held near $1,917, up 2% on week. The pause lined up with a stall in chip shares as traders braced for Alphabet results due after US close. Nasdaq 100 futures eased 0.8%, Korea Kospi trimmed gains, Europe tech lagged too.



Why does AI cap-ex matter for crypto? Same risk bid drives both, plus many miners now pitch as data-center plays. Alphabet flagged cap-ex up to $190B this year, so proof of return on that spend will sway risk. That link kept BTC glued to AI beta all month.

Oil added noise. Crude over $85 on fresh US-Iran headlines lifted gold and pressured risk, yet BTC held $65k-$66k band, a sign of firm spot demand from ETF flows. Hyperliquid lagged, down 2% on week, showing not all beta joined.

Roadmap into Fed July 28-29: watch real yields, dollar index, and ETF flow streak. Hold $65k keeps bulls in charge for $68k test. Lose $63,500 and door opens to $60k-$61k liquidity pocket. Keep leverage low, use options skew as guide, and let flow lead price.

#FedMeeting #Bitcoin #AItrade #Ether #MacroRisk
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yellow_daisy
· 2026-08-01
To The Moon 🌕
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CryptoSelf
· 2026-07-26
Ape In 🚀
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CryptoSelf
· 2026-07-26
2026 GOGOGO 👊
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CryptoSelf
· 2026-07-26
LFG 🔥
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· 2026-07-26
2026 GOGOGO 👊
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· 2026-07-26
LFG 🔥
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Psycho
· 2026-07-26
LFG 🔥
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· 2026-07-25
2026 GOGOGO 👊
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amatsuki_longwei
· 2026-07-25
To The Moon 🌕
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· 2026-07-25
2026 GOGOGO 👊
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