{"id":77949,"date":"2025-07-11T15:24:09","date_gmt":"2025-07-11T19:24:09","guid":{"rendered":"https:\/\/blog.t3live.com\/?p=77949"},"modified":"2025-07-11T15:43:47","modified_gmt":"2025-07-11T19:43:47","slug":"10-things-you-need-to-know-bitcoin-bonanza","status":"publish","type":"post","link":"https:\/\/blog.t3live.com\/2025\/07\/11\/10-things-you-need-to-know-bitcoin-bonanza\/","title":{"rendered":"10 Things You Need to Know &#8211; Bitcoin Bonanza Edition"},"content":{"rendered":"<p><a href=\"https:\/\/blog.t3live.com\/wp-content\/uploads\/2025\/07\/1-1.jpg\"><img fetchpriority=\"high\" decoding=\"async\" class=\"alignnone wp-image-77963\" src=\"https:\/\/blog.t3live.com\/wp-content\/uploads\/2025\/07\/1-1.jpg\" alt=\"\" width=\"485\" height=\"322\" srcset=\"https:\/\/blog.t3live.com\/wp-content\/uploads\/2025\/07\/1-1.jpg 1171w, https:\/\/blog.t3live.com\/wp-content\/uploads\/2025\/07\/1-1-300x199.jpg 300w, https:\/\/blog.t3live.com\/wp-content\/uploads\/2025\/07\/1-1-1024x679.jpg 1024w, https:\/\/blog.t3live.com\/wp-content\/uploads\/2025\/07\/1-1-150x99.jpg 150w, https:\/\/blog.t3live.com\/wp-content\/uploads\/2025\/07\/1-1-768x509.jpg 768w, https:\/\/blog.t3live.com\/wp-content\/uploads\/2025\/07\/1-1-80x53.jpg 80w, https:\/\/blog.t3live.com\/wp-content\/uploads\/2025\/07\/1-1-220x146.jpg 220w, https:\/\/blog.t3live.com\/wp-content\/uploads\/2025\/07\/1-1-151x100.jpg 151w, https:\/\/blog.t3live.com\/wp-content\/uploads\/2025\/07\/1-1-226x150.jpg 226w, https:\/\/blog.t3live.com\/wp-content\/uploads\/2025\/07\/1-1-359x238.jpg 359w, https:\/\/blog.t3live.com\/wp-content\/uploads\/2025\/07\/1-1-626x415.jpg 626w, https:\/\/blog.t3live.com\/wp-content\/uploads\/2025\/07\/1-1-735x487.jpg 735w, https:\/\/blog.t3live.com\/wp-content\/uploads\/2025\/07\/1-1-898x595.jpg 898w\" sizes=\"(max-width: 485px) 100vw, 485px\" \/><\/a><\/p>\n<p>What a week! We just saw:<\/p>\n<ul>\n<li>President Trump threaten Canada and other countries with higher tariffs<\/li>\n<li><strong>Nvidia<\/strong> (NVDA) become the first-ever member of the $4 trillion market cap club<\/li>\n<li>The S&P 500 hit record highs again<\/li>\n<li>A giant crypto rally<\/li>\n<li>A 21% gain in the usually miserable cannabis sector<\/li>\n<li>Extension in &#8220;The Ultimate Trump Trade&#8221; (we discuss below)<\/li>\n<\/ul>\n<p>And way, way more!<\/p>\n<p>So let's dig into the 10 things you need to know about markets right freaking now.<\/p>\n<h2>1. Bitcoin and Ethereum Are BOOMING<\/h2>\n<p>Bitcoin, Ethereum, and other cryptocurrencies skyrocketed Thursday as investors went risk-on.<\/p>\n<p>Sami Abusaad predicted the boom, and went long <strong>Grayscale Ethereum Trust ETF <\/strong>(ETHE) Wednesday for a sweet ride from $21.89 to nearly $25:<\/p>\n<p><a href=\"https:\/\/blog.t3live.com\/wp-content\/uploads\/2025\/07\/ETHE-10_Jul_2025_18_29-1.png\"><img decoding=\"async\" class=\"alignnone size-full wp-image-77950\" src=\"https:\/\/blog.t3live.com\/wp-content\/uploads\/2025\/07\/ETHE-10_Jul_2025_18_29-1.png\" alt=\"\" width=\"1309\" height=\"973\" srcset=\"https:\/\/blog.t3live.com\/wp-content\/uploads\/2025\/07\/ETHE-10_Jul_2025_18_29-1.png 1309w, https:\/\/blog.t3live.com\/wp-content\/uploads\/2025\/07\/ETHE-10_Jul_2025_18_29-1-300x223.png 300w, https:\/\/blog.t3live.com\/wp-content\/uploads\/2025\/07\/ETHE-10_Jul_2025_18_29-1-1024x761.png 1024w, https:\/\/blog.t3live.com\/wp-content\/uploads\/2025\/07\/ETHE-10_Jul_2025_18_29-1-150x111.png 150w, https:\/\/blog.t3live.com\/wp-content\/uploads\/2025\/07\/ETHE-10_Jul_2025_18_29-1-768x571.png 768w, https:\/\/blog.t3live.com\/wp-content\/uploads\/2025\/07\/ETHE-10_Jul_2025_18_29-1-80x59.png 80w, https:\/\/blog.t3live.com\/wp-content\/uploads\/2025\/07\/ETHE-10_Jul_2025_18_29-1-220x164.png 220w, https:\/\/blog.t3live.com\/wp-content\/uploads\/2025\/07\/ETHE-10_Jul_2025_18_29-1-135x100.png 135w, https:\/\/blog.t3live.com\/wp-content\/uploads\/2025\/07\/ETHE-10_Jul_2025_18_29-1-202x150.png 202w, https:\/\/blog.t3live.com\/wp-content\/uploads\/2025\/07\/ETHE-10_Jul_2025_18_29-1-320x238.png 320w, https:\/\/blog.t3live.com\/wp-content\/uploads\/2025\/07\/ETHE-10_Jul_2025_18_29-1-558x415.png 558w, https:\/\/blog.t3live.com\/wp-content\/uploads\/2025\/07\/ETHE-10_Jul_2025_18_29-1-655x487.png 655w, https:\/\/blog.t3live.com\/wp-content\/uploads\/2025\/07\/ETHE-10_Jul_2025_18_29-1-800x595.png 800w\" sizes=\"(max-width: 1309px) 100vw, 1309px\" \/><\/a><\/p>\n<p>His initial target for ETHE is $30.<\/p>\n<p>Sami also went long<strong> iShares Bitcoin Trust ETF<\/strong> (IBIT) on Thursday, with an entry of $63.81. He has not yet assigned a price target but sees incredible upside ahead.<\/p>\n<p>Want to learn how Sami makes these incredible picks? Watch this quick webinar, and then <span style=\"text-decoration: underline;\"><strong><a href=\"https:\/\/vp301.infusionsoft.app\/app\/orderForms\/Elite-Swing-Profits-Webinar-July-2025\">go here to get &#8220;ESP.&#8221;<\/a><\/strong><\/span><\/p>\n<div style=\"width: 100%; height: 0px; position: relative; padding-bottom: 56.25%;\"><iframe style=\"width: 100%; height: 100%; position: absolute; left: 0px; top: 0px; overflow: hidden;\" title=\"Embed\" src=\"https:\/\/streamyard.com\/e\/mj7ddj4ci7sb\" width=\"100%\" height=\"100%\" frameborder=\"0\" allowfullscreen=\"allowfullscreen\"><\/iframe><\/div>\n<h2><strong>2. The Ultimate Trump Trade Rages On<br \/>\n<\/strong><\/h2>\n<p>We've talked extensively about the huge outperformance in stocks that benefit from financial market volatility, namely:<\/p>\n<ul>\n<li><strong>Robinhood<\/strong> (HOOD): +302% since the election<\/li>\n<li><strong>Coinbase<\/strong> (COIN): +98%<\/li>\n<li><strong>Interactive<\/strong> <strong>Brokers<\/strong> (IBKR): +66%<\/li>\n<li><strong>Charles<\/strong> <strong>Schwab<\/strong> (SCHW): +31%<\/li>\n<\/ul>\n<p><a href=\"https:\/\/blog.t3live.com\/wp-content\/uploads\/2025\/07\/Screenshot-2025-07-11-at-12.53.50-PM.png\"><img decoding=\"async\" class=\"alignnone size-full wp-image-77951\" src=\"https:\/\/blog.t3live.com\/wp-content\/uploads\/2025\/07\/Screenshot-2025-07-11-at-12.53.50-PM.png\" alt=\"\" width=\"701\" height=\"499\" srcset=\"https:\/\/blog.t3live.com\/wp-content\/uploads\/2025\/07\/Screenshot-2025-07-11-at-12.53.50-PM.png 701w, https:\/\/blog.t3live.com\/wp-content\/uploads\/2025\/07\/Screenshot-2025-07-11-at-12.53.50-PM-300x214.png 300w, https:\/\/blog.t3live.com\/wp-content\/uploads\/2025\/07\/Screenshot-2025-07-11-at-12.53.50-PM-150x107.png 150w, https:\/\/blog.t3live.com\/wp-content\/uploads\/2025\/07\/Screenshot-2025-07-11-at-12.53.50-PM-80x57.png 80w, https:\/\/blog.t3live.com\/wp-content\/uploads\/2025\/07\/Screenshot-2025-07-11-at-12.53.50-PM-220x157.png 220w, https:\/\/blog.t3live.com\/wp-content\/uploads\/2025\/07\/Screenshot-2025-07-11-at-12.53.50-PM-140x100.png 140w, https:\/\/blog.t3live.com\/wp-content\/uploads\/2025\/07\/Screenshot-2025-07-11-at-12.53.50-PM-211x150.png 211w, https:\/\/blog.t3live.com\/wp-content\/uploads\/2025\/07\/Screenshot-2025-07-11-at-12.53.50-PM-334x238.png 334w, https:\/\/blog.t3live.com\/wp-content\/uploads\/2025\/07\/Screenshot-2025-07-11-at-12.53.50-PM-583x415.png 583w, https:\/\/blog.t3live.com\/wp-content\/uploads\/2025\/07\/Screenshot-2025-07-11-at-12.53.50-PM-684x487.png 684w\" sizes=\"(max-width: 701px) 100vw, 701px\" \/><\/a><\/p>\n<p>And all were up this week, even with the broad markets flat.<\/p>\n<p>So what are they telling us?<\/p>\n<p>That until something in the market and\/or economy really breaks, traders expect this magic combo of upward movement and crazy news flow to continue.<\/p>\n<p>So let's talk about how people feel about this market&#8230;<\/p>\n<h2><strong>3. Sentiment Stayed BULLISH This Week<\/strong><\/h2>\n<p>The latest AAII Sentiment Survey shows that 41.4% of investors are bullish, down slightly from 45% last week.<\/p>\n<p>This is well off the 19.1% lows from earlier this year.<\/p>\n<p>These were the first above-average bullish readings since January 30, 2025.<\/p>\n<p><img decoding=\"async\" src=\"https:\/\/pbs.twimg.com\/media\/GvgFnN-XkAE5zY_?format=png&name=large\" alt=\"Image\" \/><\/p>\n<p>Many investors are concerned about the tariff picture and earnings season.<\/p>\n<p>But nothing perks up the mood like higher stock prices.<\/p>\n<p>And this newfound bullishness comes at an interesting time because&#8230;<\/p>\n<h3>4. Tuesday's Gonna Be Big<\/h3>\n<p>On top of the usual political back-and-forth, next week's calendar is filled to the brim, highlighted by Tuesday, which features:<\/p>\n<ul>\n<li>The June CPI report<\/li>\n<li>Earnings from <strong>JP Morgan<\/strong> (JPM), <strong>Wells<\/strong> <strong>Fargo<\/strong> (WFC), and other major banks<\/li>\n<li>FOMC Member Bowman speaking<\/li>\n<\/ul>\n<p>And more:<\/p>\n<p><a href=\"https:\/\/blog.t3live.com\/wp-content\/uploads\/2025\/07\/T3-Live-Calendar-Earnings-Economics-12.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-77953\" src=\"https:\/\/blog.t3live.com\/wp-content\/uploads\/2025\/07\/T3-Live-Calendar-Earnings-Economics-12.png\" alt=\"\" width=\"546\" height=\"656\" srcset=\"https:\/\/blog.t3live.com\/wp-content\/uploads\/2025\/07\/T3-Live-Calendar-Earnings-Economics-12.png 960w, https:\/\/blog.t3live.com\/wp-content\/uploads\/2025\/07\/T3-Live-Calendar-Earnings-Economics-12-250x300.png 250w, https:\/\/blog.t3live.com\/wp-content\/uploads\/2025\/07\/T3-Live-Calendar-Earnings-Economics-12-853x1024.png 853w, https:\/\/blog.t3live.com\/wp-content\/uploads\/2025\/07\/T3-Live-Calendar-Earnings-Economics-12-125x150.png 125w, https:\/\/blog.t3live.com\/wp-content\/uploads\/2025\/07\/T3-Live-Calendar-Earnings-Economics-12-768x922.png 768w, https:\/\/blog.t3live.com\/wp-content\/uploads\/2025\/07\/T3-Live-Calendar-Earnings-Economics-12-67x80.png 67w, https:\/\/blog.t3live.com\/wp-content\/uploads\/2025\/07\/T3-Live-Calendar-Earnings-Economics-12-183x220.png 183w, https:\/\/blog.t3live.com\/wp-content\/uploads\/2025\/07\/T3-Live-Calendar-Earnings-Economics-12-83x100.png 83w, https:\/\/blog.t3live.com\/wp-content\/uploads\/2025\/07\/T3-Live-Calendar-Earnings-Economics-12-198x238.png 198w, https:\/\/blog.t3live.com\/wp-content\/uploads\/2025\/07\/T3-Live-Calendar-Earnings-Economics-12-346x415.png 346w, https:\/\/blog.t3live.com\/wp-content\/uploads\/2025\/07\/T3-Live-Calendar-Earnings-Economics-12-406x487.png 406w, https:\/\/blog.t3live.com\/wp-content\/uploads\/2025\/07\/T3-Live-Calendar-Earnings-Economics-12-496x595.png 496w\" sizes=\"(max-width: 546px) 100vw, 546px\" \/><\/a><\/p>\n<p>Later in the week we'll get the June PPI report, retail sales, Eurozone CPI, and even more earnings from the likes of <strong>Netflix<\/strong> (NFLX), <strong>Goldman<\/strong> <strong>Sachs<\/strong> (GS), and<strong> American Express<\/strong> (AXP).<\/p>\n<p>So there should be plenty of action.<\/p>\n<p>And what's the big story for earnings?<\/p>\n<h2><strong>5. Earnings Expectations Are Shockingly Low&#8230; AGAIN<\/strong><\/h2>\n<p><span style=\"text-decoration: underline;\"><strong><a href=\"https:\/\/insight.factset.com\/sp-500-earnings-season-update-july-11-2025\">FactSet<\/a><\/strong><\/span> says that Q2 EPS growth is estimated at 4.8%.<\/p>\n<p>That's down from 9.4% expected growth back on March 31.<\/p>\n<p>Every single sector has had downward estimate revisions.<\/p>\n<p>And this is GREAT news.<\/p>\n<p>Why?<\/p>\n<p>Because it means expectations are so low that could see a repeat of Q1's major upside earnings surprises.<\/p>\n<p>78% of S&P 500 companies beat earnings estimates in Q1.<\/p>\n<p>Don't be shocked if that happens again.<\/p>\n<h2>6. JP Morgan Is Dominating<\/h2>\n<p><strong>JP Morgan<\/strong> (JPM), reports Tuesday morning, has been a dominant market force in 2025.<\/p>\n<p>The stock is up nearly 22% this year, tripling the performance of the S&P 500.<\/p>\n<p>And after 5 straight impressive earnings beats, the market is bracing for a sixth.<\/p>\n<p>Look at that earnings multiple just grow and grow and grow:<\/p>\n<p><strong><a href=\"https:\/\/blog.t3live.com\/wp-content\/uploads\/2025\/07\/Screenshot-2025-07-11-at-2.58.47-PM.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-77955\" src=\"https:\/\/blog.t3live.com\/wp-content\/uploads\/2025\/07\/Screenshot-2025-07-11-at-2.58.47-PM.png\" alt=\"\" width=\"746\" height=\"594\" srcset=\"https:\/\/blog.t3live.com\/wp-content\/uploads\/2025\/07\/Screenshot-2025-07-11-at-2.58.47-PM.png 746w, https:\/\/blog.t3live.com\/wp-content\/uploads\/2025\/07\/Screenshot-2025-07-11-at-2.58.47-PM-300x239.png 300w, https:\/\/blog.t3live.com\/wp-content\/uploads\/2025\/07\/Screenshot-2025-07-11-at-2.58.47-PM-150x119.png 150w, https:\/\/blog.t3live.com\/wp-content\/uploads\/2025\/07\/Screenshot-2025-07-11-at-2.58.47-PM-80x64.png 80w, https:\/\/blog.t3live.com\/wp-content\/uploads\/2025\/07\/Screenshot-2025-07-11-at-2.58.47-PM-220x175.png 220w, https:\/\/blog.t3live.com\/wp-content\/uploads\/2025\/07\/Screenshot-2025-07-11-at-2.58.47-PM-126x100.png 126w, https:\/\/blog.t3live.com\/wp-content\/uploads\/2025\/07\/Screenshot-2025-07-11-at-2.58.47-PM-188x150.png 188w, https:\/\/blog.t3live.com\/wp-content\/uploads\/2025\/07\/Screenshot-2025-07-11-at-2.58.47-PM-299x238.png 299w, https:\/\/blog.t3live.com\/wp-content\/uploads\/2025\/07\/Screenshot-2025-07-11-at-2.58.47-PM-521x415.png 521w, https:\/\/blog.t3live.com\/wp-content\/uploads\/2025\/07\/Screenshot-2025-07-11-at-2.58.47-PM-612x487.png 612w\" sizes=\"(max-width: 746px) 100vw, 746px\" \/><\/a><\/strong><\/p>\n<h2><strong>7. Smart Traders Are Saying Less Is More<\/strong><\/h2>\n<p>On Thursday, <span style=\"text-decoration: underline;\"><strong><a href=\"http:\/\/t3live.com\/ic\">Rick March of the Inner Circle VTF\u00ae<\/a><\/strong><\/span> made this well-timed post on Twitter\/X:<\/p>\n<blockquote class=\"twitter-tweet\">\n<p dir=\"ltr\" lang=\"en\">Reading TWTR I seesome really intelligent arguments for the market to come in. Oscillators say overbought. Tariffs, Geopolitics. Only one problem, stocks don't break down. In times like these, focus becomes more important. Pick a couple of names that you like the story and the\u2026<\/p>\n<p>\u2014 Rick March (@CrankyRicky) <a href=\"https:\/\/twitter.com\/CrankyRicky\/status\/1943295022129983511?ref_src=twsrc%5Etfw\">July 10, 2025<\/a><\/p><\/blockquote>\n<p><script async src=\"https:\/\/platform.twitter.com\/widgets.js\" charset=\"utf-8\"><\/script><\/p>\n<p>One of the names Rick highlighted, <strong>AeroVironment<\/strong> (AVAV) rose over 10% on Friday, giving the community a monster win:<\/p>\n<blockquote class=\"twitter-tweet\">\n<p dir=\"ltr\" lang=\"en\"><a href=\"https:\/\/twitter.com\/search?q=%24AVAV&src=ctag&ref_src=twsrc%5Etfw\">$AVAV<\/a> has been a focus name for <a href=\"https:\/\/twitter.com\/epictrades1?ref_src=twsrc%5Etfw\">@epictrades1<\/a> and the Inner Circle all week<\/p>\n<p>David's last buys on the stock were in the mid-$230s and he was trimming above $250 this morning \ud83d\ude0e<\/p>\n<p>Join the team: <a href=\"https:\/\/t.co\/ihjWyUCC4q\">https:\/\/t.co\/ihjWyUCC4q<\/a> <a href=\"https:\/\/t.co\/Lo0LxuMBJF\">pic.twitter.com\/Lo0LxuMBJF<\/a><\/p>\n<p>\u2014 T3 Live (@t3live) <a href=\"https:\/\/twitter.com\/t3live\/status\/1943666819732050432?ref_src=twsrc%5Etfw\">July 11, 2025<\/a><\/p><\/blockquote>\n<p><script async src=\"https:\/\/platform.twitter.com\/widgets.js\" charset=\"utf-8\"><\/script><\/p>\n<h2><strong>8. Fed Rate Cut Odds Still Low<\/strong><\/h2>\n<p>According to the <span style=\"text-decoration: underline;\"><strong><a href=\"https:\/\/www.cmegroup.com\/markets\/interest-rates\/cme-fedwatch-tool.html\">CME's FedWatch tool<\/a><\/strong><\/span>, markets are now pricing in a 4.7% chance of a July rate cut, down from 18.2% a month ago.<\/p>\n<p><a href=\"https:\/\/blog.t3live.com\/wp-content\/uploads\/2025\/07\/Economic-Data-Charts-3.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-77958\" src=\"https:\/\/blog.t3live.com\/wp-content\/uploads\/2025\/07\/Economic-Data-Charts-3.png\" alt=\"\" width=\"2062\" height=\"1160\" srcset=\"https:\/\/blog.t3live.com\/wp-content\/uploads\/2025\/07\/Economic-Data-Charts-3.png 2062w, https:\/\/blog.t3live.com\/wp-content\/uploads\/2025\/07\/Economic-Data-Charts-3-300x169.png 300w, https:\/\/blog.t3live.com\/wp-content\/uploads\/2025\/07\/Economic-Data-Charts-3-1024x576.png 1024w, https:\/\/blog.t3live.com\/wp-content\/uploads\/2025\/07\/Economic-Data-Charts-3-150x84.png 150w, https:\/\/blog.t3live.com\/wp-content\/uploads\/2025\/07\/Economic-Data-Charts-3-768x432.png 768w, https:\/\/blog.t3live.com\/wp-content\/uploads\/2025\/07\/Economic-Data-Charts-3-1536x864.png 1536w, https:\/\/blog.t3live.com\/wp-content\/uploads\/2025\/07\/Economic-Data-Charts-3-2048x1152.png 2048w, https:\/\/blog.t3live.com\/wp-content\/uploads\/2025\/07\/Economic-Data-Charts-3-80x45.png 80w, https:\/\/blog.t3live.com\/wp-content\/uploads\/2025\/07\/Economic-Data-Charts-3-220x124.png 220w, https:\/\/blog.t3live.com\/wp-content\/uploads\/2025\/07\/Economic-Data-Charts-3-178x100.png 178w, https:\/\/blog.t3live.com\/wp-content\/uploads\/2025\/07\/Economic-Data-Charts-3-267x150.png 267w, https:\/\/blog.t3live.com\/wp-content\/uploads\/2025\/07\/Economic-Data-Charts-3-423x238.png 423w, https:\/\/blog.t3live.com\/wp-content\/uploads\/2025\/07\/Economic-Data-Charts-3-738x415.png 738w, https:\/\/blog.t3live.com\/wp-content\/uploads\/2025\/07\/Economic-Data-Charts-3-866x487.png 866w, https:\/\/blog.t3live.com\/wp-content\/uploads\/2025\/07\/Economic-Data-Charts-3-1058x595.png 1058w\" sizes=\"(max-width: 2062px) 100vw, 2062px\" \/><\/a><\/p>\n<p>And traders are now targeting a 61.1% chance of a 25 bps cut in September.<\/p>\n<p>That number could surge if we get another light CPI report on Tuesday.<\/p>\n<h2>9. CPI Has Been Cool&#8230; but Will It Stay Cool Enough?<\/h2>\n<p>As you can see on this gorgeous chart, CPI has been on the decline for years.<\/p>\n<p><a href=\"https:\/\/blog.t3live.com\/wp-content\/uploads\/2025\/07\/Economic-Data-Charts-2.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-77959\" src=\"https:\/\/blog.t3live.com\/wp-content\/uploads\/2025\/07\/Economic-Data-Charts-2.png\" alt=\"\" width=\"1004\" height=\"794\" srcset=\"https:\/\/blog.t3live.com\/wp-content\/uploads\/2025\/07\/Economic-Data-Charts-2.png 1004w, https:\/\/blog.t3live.com\/wp-content\/uploads\/2025\/07\/Economic-Data-Charts-2-300x237.png 300w, https:\/\/blog.t3live.com\/wp-content\/uploads\/2025\/07\/Economic-Data-Charts-2-150x119.png 150w, https:\/\/blog.t3live.com\/wp-content\/uploads\/2025\/07\/Economic-Data-Charts-2-768x607.png 768w, https:\/\/blog.t3live.com\/wp-content\/uploads\/2025\/07\/Economic-Data-Charts-2-80x63.png 80w, https:\/\/blog.t3live.com\/wp-content\/uploads\/2025\/07\/Economic-Data-Charts-2-220x174.png 220w, https:\/\/blog.t3live.com\/wp-content\/uploads\/2025\/07\/Economic-Data-Charts-2-126x100.png 126w, https:\/\/blog.t3live.com\/wp-content\/uploads\/2025\/07\/Economic-Data-Charts-2-190x150.png 190w, https:\/\/blog.t3live.com\/wp-content\/uploads\/2025\/07\/Economic-Data-Charts-2-301x238.png 301w, https:\/\/blog.t3live.com\/wp-content\/uploads\/2025\/07\/Economic-Data-Charts-2-525x415.png 525w, https:\/\/blog.t3live.com\/wp-content\/uploads\/2025\/07\/Economic-Data-Charts-2-616x487.png 616w, https:\/\/blog.t3live.com\/wp-content\/uploads\/2025\/07\/Economic-Data-Charts-2-752x595.png 752w\" sizes=\"(max-width: 1004px) 100vw, 1004px\" \/><\/a><\/p>\n<p>Core CPI has come in below expectations for 4 straight months, so it's possible that a slightly light report has no impact &#8211; because that's what markets are used to.<\/p>\n<p>As for me, the only thing I care about is egg prices.<\/p>\n<p>And those are certainly down from the highs&#8230; just not enough yet.<\/p>\n<h2><strong>10. You Need Some Entertainment After a Zany Week Like This<\/strong><\/h2>\n<p>Contrary to popular belief, the best Wall Street movie is Margin Call.<\/p>\n<p>Here's a pivotal scene in the film &#8211; when the Senior Partners of an imploding Wall Street firm meet to discuss the mess.<\/p>\n<p>Even if you've never seen the rest of the film, you'll understand what's happening.<\/p>\n<p><iframe title=\"BEST of MARGIN CALL #4 - Senior Partners Emergency Meeting\" width=\"500\" height=\"281\" src=\"https:\/\/www.youtube.com\/embed\/7prnY2FOxns?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe><\/p>\n","protected":false},"excerpt":{"rendered":"<p>What a week! We just saw: President Trump threaten Canada and other countries with higher tariffs Nvidia (NVDA) become the first-ever member of the $4 trillion market cap club The S&#038;P 500 hit record highs again A giant crypto rally A 21% gain in the usually miserable cannabis sector Extension in &#8220;The Ultimate Trump Trade&#8221; (we discuss below) And way, way more! So let&#8217;s dig into the 10 things you need to know about markets right freaking now. 1. Bitcoin and Ethereum Are BOOMING Bitcoin, Ethereum, and other cryptocurrencies skyrocketed Thursday as investors went risk-on. Sami Abusaad predicted the boom, and went long Grayscale Ethereum Trust ETF (ETHE) Wednesday for a sweet ride from $21.89 to nearly $25: His initial target for ETHE is $30. Sami also went long iShares Bitcoin Trust ETF (IBIT) on Thursday, with an entry of $63.81. He has not yet assigned a price target but sees incredible upside ahead. Want to learn how Sami makes these incredible picks? Watch this quick webinar, and then go here to get &#8220;ESP.&#8221; 2. The Ultimate Trump Trade Rages On We&#8217;ve talked extensively about the huge outperformance in stocks that benefit from financial market volatility, namely: Robinhood (HOOD): +302% since the election Coinbase (COIN): +98% Interactive Brokers (IBKR): +66% Charles Schwab (SCHW): +31% And all were up this week, even with the broad markets flat. So what are they telling us? That until something in the market and\/or economy really breaks, traders expect this magic combo of upward movement and crazy news flow to continue. So let&#8217;s talk about how people feel about this market&#8230; 3. Sentiment Stayed BULLISH This Week The latest AAII Sentiment Survey shows that 41.4% of investors are bullish, down slightly from 45% last week. This is well off the 19.1% lows from earlier this year. These were the first above-average bullish readings since January 30, 2025. Many investors are concerned about the tariff picture and earnings season. But nothing perks up the mood like higher stock prices. And this newfound bullishness comes at an interesting time because&#8230; 4. Tuesday&#8217;s Gonna Be Big On top of the usual political back-and-forth, next week&#8217;s calendar is filled to the brim, highlighted by Tuesday, which features: The June CPI report Earnings from JP Morgan (JPM), Wells Fargo (WFC), and other major banks FOMC Member Bowman speaking And more: Later in the week we&#8217;ll get the June PPI report, retail sales, Eurozone CPI, and even more earnings from the likes of Netflix (NFLX), Goldman Sachs (GS), and American Express (AXP). So there should be plenty of action. And what&#8217;s the big story for earnings? 5. Earnings Expectations Are Shockingly Low&#8230; AGAIN FactSet says that Q2 EPS growth is estimated at 4.8%. That&#8217;s down from 9.4% expected growth back on March 31. Every single sector has had downward estimate revisions. And this is GREAT news. Why? Because it means expectations are so low that could see a repeat of Q1&#8217;s major upside earnings surprises. 78% of S&#038;P 500 companies beat earnings estimates in Q1. Don&#8217;t be shocked if that happens again. 6. JP Morgan Is Dominating JP Morgan (JPM), reports Tuesday morning, has been a dominant market force in 2025. The stock is up nearly 22% this year, tripling the performance of the S&#038;P 500. And after 5 straight impressive earnings beats, the market is bracing for a sixth. Look at that earnings multiple just grow and grow and grow: 7. Smart Traders Are Saying Less Is More On Thursday, Rick March of the Inner Circle VTF\u00ae made this well-timed post on Twitter\/X: Reading TWTR I seesome really intelligent arguments for the market to come in. Oscillators say overbought. Tariffs, Geopolitics. Only one problem, stocks don&#8217;t break down. In times like these, focus becomes more important. Pick a couple of names that you like the story and the\u2026 \u2014 Rick March (@CrankyRicky) July 10, 2025 One of the names Rick highlighted, AeroVironment (AVAV) rose over 10% on Friday, giving the community a monster win: $AVAV has been a focus name for @epictrades1 and the Inner Circle all week David&#8217;s last buys on the stock were in the mid-$230s and he was trimming above $250 this morning \ud83d\ude0e Join the team: https:\/\/t.co\/ihjWyUCC4q pic.twitter.com\/Lo0LxuMBJF \u2014 T3 Live (@t3live) July 11, 2025 8. Fed Rate Cut Odds Still Low According to the CME&#8217;s FedWatch tool, markets are now pricing in a 4.7% chance of a July rate cut, down from 18.2% a month ago. And traders are now targeting a 61.1% chance of a 25 bps cut in September. That number could surge if we get another light CPI report on Tuesday. 9. CPI Has Been Cool&#8230; but Will It Stay Cool Enough? As you can see on this gorgeous chart, CPI has been on the decline for years. Core CPI has come in below expectations for 4 straight months, so it&#8217;s possible that a slightly light report has no impact &#8211; because that&#8217;s what markets are used to. As for me, the only thing I care about is egg prices. And those are certainly down from the highs&#8230; just not enough yet. 10. You Need Some Entertainment After a Zany Week Like This Contrary to popular belief, the best Wall Street movie is Margin Call. Here&#8217;s a pivotal scene in the film &#8211; when the Senior Partners of an imploding Wall Street firm meet to discuss the mess. Even if you&#8217;ve never seen the rest of the film, you&#8217;ll understand what&#8217;s happening.<\/p>\n","protected":false},"author":2,"featured_media":67239,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[2],"tags":[],"class_list":["post-77949","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-articles"],"_links":{"self":[{"href":"https:\/\/blog.t3live.com\/wp-json\/wp\/v2\/posts\/77949","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/blog.t3live.com\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/blog.t3live.com\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/blog.t3live.com\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/blog.t3live.com\/wp-json\/wp\/v2\/comments?post=77949"}],"version-history":[{"count":10,"href":"https:\/\/blog.t3live.com\/wp-json\/wp\/v2\/posts\/77949\/revisions"}],"predecessor-version":[{"id":77966,"href":"https:\/\/blog.t3live.com\/wp-json\/wp\/v2\/posts\/77949\/revisions\/77966"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/blog.t3live.com\/wp-json\/wp\/v2\/media\/67239"}],"wp:attachment":[{"href":"https:\/\/blog.t3live.com\/wp-json\/wp\/v2\/media?parent=77949"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/blog.t3live.com\/wp-json\/wp\/v2\/categories?post=77949"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/blog.t3live.com\/wp-json\/wp\/v2\/tags?post=77949"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}