Key takeaways from our latest issue of Eyes on the Market:

1) Crypto fell with tech: Total market cap -2.04%, BTC -2.28% (ending a 4-week green streak), ETH -0.65%. Nasdaq -2.26%, S&P -0.40%.

2) CLARITY Act odds fell back to the high-30s after senators opposed the merged ethics draft. August 7 is the hard deadline before Senate recess.

3) Polymarket's odds for a hold decision on the upcoming FOMC went down from 93% a week ago to 72% today.

4) Liquidations spiked 166% to $662M on 27 July (highest since June 25), long/short flipped to 51.46% short-tilted and Open Interest dropped by 3.44%.

5) BTC ETFs snapped a 7-day inflow streak: $477M in outflows July 23–27. ETH ETFs held up better, only 1 outflow day in the same window.

6) BTC's selloffs have historically been greater than equities during risk-off moves. This week, that gap compressed to roughly 1x.

Dive into the full article: https://x.com/DWFLabs/status/2082088759852671189?s=20