Catrix Daily | Jul 7, 2026

Stablecoin buying power just dropped 6.77% in 30 days. Without fuel, who's going to catch this?

AI Forecast
BTC: Slightly Bearish 📉 40/100
ETH: Slightly Bearish 📉 43/100

Dollar strength 4w chg +0.65% (Slight Rise), yield curve z=-1.04, 26w pctile=11.5%. Macro is still in risk-off mode.

Today's Focus: Supply Structure
→ BTC: Stablecoin MCAP +6.77% weekly change, ETF outflows -51,899 BTC (z=-0.80), CME OI -3.1% / 30d (z=-0.84), STH-NUPL -0.14 (Underwater). Every signal is pointing at the same missing ingredient: demand.
→ ETH: cost basis discount -20%. Supply is leaving quietly while most holders are still underwater.

The fuel is gone. But so are a lot of sellers. Which side resets first?
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