HargaRumah: Jerome, please don't scare the kids

Hello my tasty friends, please find our mid-week update below.

Quick thoughts. We're taking a breather after the rip higher to start the week. From a trend perspective, it's all still very bullish, but we're getting a pull back in most tokens, as we anticipated. I think this presents an opportunity to buy dips.

JP and the Fed are on deck today. The market isn't expecting any change to rates, though I'm starting to keep a closer eye on yields across the curve. Not much of a correlation between BTC and bonds at the moment, but we should note that yields have been climbing over the past month. If there's a pop in bond market volatility, this could add downside pressure to crypto short-term.

Bitcoin implied volatility is back at the lows again which means we might have another chance to load up on cheap options in either direction.

We've been consolidating after the big gains earlier in the month, but again, I don't think this means the move is over. The narrative has shifted back to ETH and we're seeing positive ETH/BTC price momentum. If this continues we could easily get a break above 4k and go higher.

I'm starting to add back to some tokens like SUI and SOL, and would welcome the chance to buy BTC near $115k or ETH around $3,500 for a trade.

Good luck out there and stay tasty.

Correlations: Updated - 7/30/25 - 6:30 AM CT

Relative performance (weekly):

ETH/BTC 2%
SOL/BTC -12%
SOL/ETH -14%

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HargaRumah

Halaman Harga Rumah

Rabu, 30 Juli 2025

Jerome, please don't scare the kids