July isn’t even halfway through, and BTC and ETH are already delivering solid results! ️ Looking at the performance map by cycle: BTC is up +10.54% so far in July, compared to its historical July average return of +10.03%. ETH is even stronger, up +19.42% so far in July, with a historical July average return of +16.39%. A few key drivers are resonating behind this: - ETF funds flowing back in, with institutional buying providing support; - Institutional whales scooped up over 270K BTC at June lows; - Rising narratives around stablecoins, on-chain finance, and tokenization, giving ETH more flexibility; - Macro inflation easing + dovish Fed expectations, warming up market risk appetite; - Historically, July has been one of the stronger months for BTC and ETH performance. History doesn’t repeat itself exactly, but cycles + capital flows are aligning~ Can the second half of the month keep up the momentum?