🔑 july in one look
$BTC 📈 $59,000 → $63,000 (+7%) — first green month since April ✅
🏦 ETF +$205M — marginal but first positive month since April ✅
😰 Fear & Greed 16 → 36 — slow recovery from extreme fear 📈
✅ CPI 3.5% · PCE easing · PPI soft — inflation finally cooling
⚠️ FOMC: 9/18 members want to hike — hawks gaining
🚨 Iran: peace deal collapsing, oil back at $100+
⚖️ CLARITY Act: 33% odds, August 7 is the last chance
July was the first month of 2026 that felt like recovery — but it was a fragile, contested recovery. Inflation finally cooling, ETF flows turning positive, sentiment rebuilding from extreme lows. But Iran escalating again, hawks gaining in the Fed, CLARITY Act odds collapsing — the headwinds are real. August will be defined by three things: the CLARITY Act vote before August 7, the Iran MOU 60-day deadline in mid-August, and whether the September FOMC becomes a hike or a hold. 🎯
#fomc
#Warsh #CLARITYAct #CPI #dyor