New Highs Incoming? Trade Deals, Trump Pumps & Fed Drama
Trade deals incoming, Trump repeats his love for crypto and with macro tailwinds building, we are setting up our bags for the next leg up
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Hey there, Hodlers!
The chaos is cooling and the charts are heating back up.
Bitcoin ETF inflows haven’t missed a beat, with zero net outflow days in weeks.
Ethereum’s catching a wave too with mostly net inflow days in the past few weeks.
And while Bitcoin dominance is still keeping altcoins in the pain zone, the broader outlook is turning bullish again.
Why?
Let’s just say the stars are starting to align:
S&P and Nasdaq are already at all-time highs, and Bitcoin is just 4% away from setting a new one.
Trump is bullish on crypto, calling Bitcoin “powerful” and saying it “takes pressure off the dollar” during a press conference last week. Yes, really. Trump Pump 2.0 incoming?
Global trade deals are rolling in, with big headlines on rare earth agreements with China and 10 more rumored to be in the pipeline.
Trump wants interest rates at 1%, and Powell might be on the chopping block. If we get even a whiff of a dovish Fed shift, risk assets could go vertical.
Of course, the July 9 tariff pause expiration still looms, and bond yields flirting with 4.5% could rattle the market.
But for now, the bulls are in control.
Many smart minds predict the cycle top gets nudged into 2026 rather than peaking in 2025.
Great news!
We’ll take “higher for longer” if it means more time to stack gains.
So with the macro winds shifting and our crypto outlook updated, let’s dive into how our trades are looking, what’s changed and what’s on our radar next. 👇
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Positioning for the Rotation
With Bitcoin dominance still hogging the spotlight, we’ve been slowly and consistently stacking our bags on the inevitable dips, preparing for what comes next.
Because once that dominance starts to slip or the macro liquidity starts rising, or interest rates start dropping, then it’s game on for the next leg of the alt rally.
And we want to be holding the best setup names before that happens.
Let’s break down our current plays and what we’re eyeing next…
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