Missed the Premia x @thinkingvols Monday Alpha this week? TL;DR: BIG Week as Barry Would Say Here's a summary thread ⤵️ 1/7

@vxdenton @vec0zy This week is a big week. From US data, tariff news, and tech earnings this week, we got it all: • Tuesday July 29: JOLTS Job Openings • Wednesday July 30: FOMC, Microsoft & Meta Earnings • Thursday July 31: PCE, Unemployment Claims, Amazon & Apple Earnings 2/7

On the tariff side, it was decided that there will be a 15% baseline tariff on most EU exports to the US. And the EU will buy $750b in energy from the US over 3 years. 15% is less bad than projected originally, and for the markets 'less bad' is good. 3/7

Quickly on the FOMC: The FED WATCH CME TOOL is where to look at what the market is expecting. Cut, hike, or no change. It looks like a no change this time around, with all eyes on the September meeting for our first cut of the cycle. 4/7

As for tech earnings, expect smooth sailing with the expansion of data centers, AI, users, etc. As for price, we are seeing a little pullback, but overall things look good. Galaxy sold 80,000BTC for a client, and we’re sitting higher than that 114k dip. 5/7

BTC sits 4% off ATH, ETH off 20%, we have been pumping for a month with no stops really and people are calling for the end. I would love for up only to continue, but I am expecting some chop before continuation. Happy to be wrong. 6/7

For the full Monday Alpha experience and @thinkingvols's full thoughts and recap (there's a lot more), visit the blog: Charts from @velo_xyz 💙 This is the last message in the thread, thank you 🫶 7/7