Strate𝔾 Update - Week 29 | Q2 | 2026

The information and insights are based on my knowledge; don’t take it as financial advice.

• MARKET PULSE

• BITCOIN

• ALTCOINS

• STOCKS

• FOREX

• SUPERMACRO CONTEXT (BTC/STOCKS/FOREX)

Last week series of strong economic releases has reinforced the resilience of the U.S. economy. Market’s focus shifts to July-30, now inflation is cooling off very rapidly. All inflation figures have printed a value far below the market consensus.

The input to the economy, oil, has now fully retraced the volatile upswing timeframe resistance, without breaking out of the sideways range since 2008.

The gap printed on the oil chart when the war started has now indeed been closed.

Bitcoin keeps testing the resistance level formed by the openings and closes on the bi-weekly chart during Feb-Mar this year. There’s no decisive push-through to the upside or to the downside just yet. Clearly some liquidity was grabbed below $60k.

The battle between the 2025 lows and the 2021/2024 highs is far from over. Bitcoin remains caught between these key support and resistance levels, while stronger performance in equities continues to tempt holders to rotate out of crypto. Megaphone patterns are perfect for adding fear, uncertainty, and doubt about whether a bull market is truly over — keeping traders on edge while the trend continues.

For now, this looks like a consolidation phase rather than the start of a broader macro trend shift.

On another hand, despite the recent weakness, long-term holders remain far from capitulation and almost back into Optimism (yellow).

The broader risk-on rally remains solid as well. With the Russell2000 back up and above the recent ATH-zone. In this regard, I anticipate this final crypto shake-out as part of a consolidation phase, NOT the start of a bear market.

The current BTC sell-off is also reflected in the chart w.r.t. money supply M1, retesting again the 7-year horizontal resistance (2017-2024).