Crypto in Holding Pattern, We Still Think It Resolves Higher from Here
Jul 29, 2025
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Discussed in today’s video:
- Market in wait-and-see mode: Crypto drifted modestly lower today, but not in a way that suggests meaningful weakness. Investors appear to be sidelined ahead of tomorrow’s key macro events.
- Positioning looks clean: Funding has reset and leverage remains contained. Structurally, the market is well-balanced.
- Trade narrative turning supportive: The U.S.-EU trade deal and possible tariff deadline extensions, especially with China, point to de-escalation and improved risk sentiment.
- Still leaning bullish near term: We expect tomorrow’s catalysts to break favorably and continue to view the crypto setup as constructive with upside potential.
Tickers in this video: BTC
