Macro Liquidity Inflection: Policy Tailwinds and Crypto Risk-On Reshuffle

Treasury buyback expansion and pro-crypto political signals inject liquidity, driving a crypto rally led by ETH; neutral stablecoin flows suggest tactical repositioning rather than fresh fiat entry.

Macro Market Intelligence: Disinflationary Tailwind Meets Regulatory Inflection

June CPI collapse reprices Fed hike odds to 13%, shifting macro regime to risk-on. Japan's crypto reclassification and Binance's bStocks expansion signal institutional infrastructure maturation amid extreme fear sentiment.