MAG 7 JUST WIPED $800B - AND $BTC BARELY MOVED OFF $65K
tech had its worst day since 2025
alphabet and tesla spooked the ai spend trade
bitcoin held near $65.4k while eth and doge led the pullback
for a month $BTC traded like a chip proxy
last night it finally stopped copying the selloff
that is the tell
etfs still printed a multi-day green streak near $1b since mid-july
even as tariffs hit ~60 countries and oil kept the iran inflation channel open
clarity odds already cracked
thune now says the bill likely misses the august recess window
mstr mnav compressed to 1.0 - no premium left on the treasury wrapper
so the tape is split
institutions keep buying the etf
spot refuses to die under $65k
macro still blocks the $66k-$67k reclaim
next hard date is warsh fomc july 28-29
hold $65k into that meeting and the decoupling story gets real
lose it and this was just another pause before risk-off return
$ETH
tech had its worst day since 2025
alphabet and tesla spooked the ai spend trade
bitcoin held near $65.4k while eth and doge led the pullback
for a month $BTC traded like a chip proxy
last night it finally stopped copying the selloff
that is the tell
etfs still printed a multi-day green streak near $1b since mid-july
even as tariffs hit ~60 countries and oil kept the iran inflation channel open
clarity odds already cracked
thune now says the bill likely misses the august recess window
mstr mnav compressed to 1.0 - no premium left on the treasury wrapper
so the tape is split
institutions keep buying the etf
spot refuses to die under $65k
macro still blocks the $66k-$67k reclaim
next hard date is warsh fomc july 28-29
hold $65k into that meeting and the decoupling story gets real
lose it and this was just another pause before risk-off return
$ETH