[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]  Cypress Demanincor [@CDemanincor](/creator/twitter/CDemanincor) on x 45.1K followers Created: 2025-07-22 15:40:13 UTC Market Outlook: WE STAY AHEAD! Since last Friday, the total crypto market cap according to TradingView tapped $XXX trillion, with some data platforms reporting as high as $X trillion. This marked another major milestone for digital assets, reinforcing the bullish sentiment that’s been building over the last several weeks. However, beneath the surface, signs are emerging that the rally may be losing steam. Despite the recent strength, we’ve now seen a second failed attempt by buyers to push prices higher, with sellers beginning to subtly show their hand. Importantly, this shift doesn’t suggest that the broader fundamental landscape has collapsed. Sentiment remains relatively intact, and there’s no evidence of aggressive selling pressure as of time of writing. Rather, the market appears to be pausing awaiting a fresh catalyst before determining its next directional move. All the uncertainties we highlighted in recent Zoom calls are still in play: lingering questions around monetary policy, a fragile risk-on narrative driven by rate cut expectations, and unresolved geopolitical tensions especially in global trade negotiations. Trade Tensions Remain Front and Center A major headline driving market attention is the state of U.S.–China trade talks. Treasury Secretary Scott Bessent confirmed on Tuesday that he will meet with Chinese counterparts in Stockholm next week, hoping to negotiate an extension of the current 90-day tariff suspension, which is due to expire August XX. While Bessent described the talks as “very constructive” and expressed optimism about reaching common ground, it’s clear that these discussions carry weight far beyond just the U.S. and China. Swedish Prime Minister Ulf Kristersson affirmed the geopolitical importance of the upcoming meetings, noting their implications for global trade stability. Talks will likely cover tariff extensions, economic rebalancing (such as urging China to reduce manufacturing excess and build a stronger consumer economy), and sensitive issues like Beijing's purchases of sanctioned Russian and Iranian oil. While these developments are incrementally positive, they don’t resolve the core uncertainty. Any breakdown in discussions or surprise headlines could reverse sentiment and push markets sharply risk-off. Investors should remain alert for announcements out of Stockholm, as any deviation from the current tone could ripple across all risk assets. Europe and Global Trade Frictions Meanwhile, prospects for a U.S.–EU trade deal appear to be fading ahead of the August X deadline. This adds another layer of complexity to the global trade environment, and investors are growing increasingly cautious. As we've outlined in previous updates, best- and worst-case outcomes across U.S. negotiations with China, the EU, and Japan will play a critical role in shaping global risk appetite. So far, sentiment is being supported by hope, not resolution—and that's a fragile foundation. Amid this uncertainty, gold continues to attract capital as a safe-haven asset. And that is something to be mindful of. Its rising appeal reflects a market still hedging against negative trade outcomes, which could weigh on crypto and other risk assets if the situation worsens. Treasury Secretary Bessent added to the intrigue by hinting that a “rash of trade deals” could be announced soon. Whether these materialize or fall flat will determine whether gold continues to rally—or whether crypto reclaims center stage in the risk-on rotation. Earnings: Mixed Signals, Mixed Sentiment Corporate earnings—a key short-term market driver delivered a mixed bag. Coca-Cola beat both earnings and revenue expectations, yet still saw its stock drop 1.6%. Philip Morris plunged XXX% after disappointing revenue, Lockheed Martin dropped over X% following an earnings miss, and GM fell XXX% after warning of heavier tariff-related headwinds in the second half of the year. These losses reinforce the idea that macro uncertainties—like tariffs—are starting to bleed into company outlooks. However, there were pockets of strength. Danaher rose XXX% after beating earnings expectations, signaling that not all sectors are struggling. Still, this uneven reporting season does little to support a sustained risk-on rally. Investors appear hesitant to lean too far in either direction without more clarity. What’s Next? On the data front, tomorrow is relatively quiet with only existing home sales scheduled. This gives markets space to focus on potential trade headlines, which could act either as a tailwind—if agreements emerge—or as a headwind, should talks stall or sour. Technically, buyers are still in control—as long as the total market cap holds above last week’s low near $XXXX trillion. So far, the uptrend remains intact, and there’s reason to remain cautiously optimistic. But if sentiment sours and sellers gain enough traction to push us below that key level, it would be a strong signal that deeper retracements are likely. In that case, I’ll reassess and begin planning where and when to deploy capital for deeper DCA (dollar-cost averaging) entries across high-conviction assets. XXXXX engagements  **Related Topics** [Sentiment](/topic/sentiment) [Post Link](https://x.com/CDemanincor/status/1947683105906581685)
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Cypress Demanincor @CDemanincor on x 45.1K followers
Created: 2025-07-22 15:40:13 UTC
Market Outlook: WE STAY AHEAD!
Since last Friday, the total crypto market cap according to TradingView tapped $XXX trillion, with some data platforms reporting as high as $X trillion. This marked another major milestone for digital assets, reinforcing the bullish sentiment that’s been building over the last several weeks. However, beneath the surface, signs are emerging that the rally may be losing steam. Despite the recent strength, we’ve now seen a second failed attempt by buyers to push prices higher, with sellers beginning to subtly show their hand.
Importantly, this shift doesn’t suggest that the broader fundamental landscape has collapsed. Sentiment remains relatively intact, and there’s no evidence of aggressive selling pressure as of time of writing. Rather, the market appears to be pausing awaiting a fresh catalyst before determining its next directional move. All the uncertainties we highlighted in recent Zoom calls are still in play: lingering questions around monetary policy, a fragile risk-on narrative driven by rate cut expectations, and unresolved geopolitical tensions especially in global trade negotiations.
Trade Tensions Remain Front and Center A major headline driving market attention is the state of U.S.–China trade talks. Treasury Secretary Scott Bessent confirmed on Tuesday that he will meet with Chinese counterparts in Stockholm next week, hoping to negotiate an extension of the current 90-day tariff suspension, which is due to expire August XX. While Bessent described the talks as “very constructive” and expressed optimism about reaching common ground, it’s clear that these discussions carry weight far beyond just the U.S. and China.
Swedish Prime Minister Ulf Kristersson affirmed the geopolitical importance of the upcoming meetings, noting their implications for global trade stability. Talks will likely cover tariff extensions, economic rebalancing (such as urging China to reduce manufacturing excess and build a stronger consumer economy), and sensitive issues like Beijing's purchases of sanctioned Russian and Iranian oil.
While these developments are incrementally positive, they don’t resolve the core uncertainty. Any breakdown in discussions or surprise headlines could reverse sentiment and push markets sharply risk-off. Investors should remain alert for announcements out of Stockholm, as any deviation from the current tone could ripple across all risk assets.
Europe and Global Trade Frictions Meanwhile, prospects for a U.S.–EU trade deal appear to be fading ahead of the August X deadline. This adds another layer of complexity to the global trade environment, and investors are growing increasingly cautious. As we've outlined in previous updates, best- and worst-case outcomes across U.S. negotiations with China, the EU, and Japan will play a critical role in shaping global risk appetite. So far, sentiment is being supported by hope, not resolution—and that's a fragile foundation.
Amid this uncertainty, gold continues to attract capital as a safe-haven asset. And that is something to be mindful of.
Its rising appeal reflects a market still hedging against negative trade outcomes, which could weigh on crypto and other risk assets if the situation worsens. Treasury Secretary Bessent added to the intrigue by hinting that a “rash of trade deals” could be announced soon.
Whether these materialize or fall flat will determine whether gold continues to rally—or whether crypto reclaims center stage in the risk-on rotation.
Earnings: Mixed Signals, Mixed Sentiment Corporate earnings—a key short-term market driver delivered a mixed bag. Coca-Cola beat both earnings and revenue expectations, yet still saw its stock drop 1.6%. Philip Morris plunged XXX% after disappointing revenue, Lockheed Martin dropped over X% following an earnings miss, and GM fell XXX% after warning of heavier tariff-related headwinds in the second half of the year. These losses reinforce the idea that macro uncertainties—like tariffs—are starting to bleed into company outlooks.
However, there were pockets of strength. Danaher rose XXX% after beating earnings expectations, signaling that not all sectors are struggling. Still, this uneven reporting season does little to support a sustained risk-on rally. Investors appear hesitant to lean too far in either direction without more clarity.
What’s Next? On the data front, tomorrow is relatively quiet with only existing home sales scheduled. This gives markets space to focus on potential trade headlines, which could act either as a tailwind—if agreements emerge—or as a headwind, should talks stall or sour.
Technically, buyers are still in control—as long as the total market cap holds above last week’s low near $XXXX trillion. So far, the uptrend remains intact, and there’s reason to remain cautiously optimistic. But if sentiment sours and sellers gain enough traction to push us below that key level, it would be a strong signal that deeper retracements are likely.
In that case, I’ll reassess and begin planning where and when to deploy capital for deeper DCA (dollar-cost averaging) entries across high-conviction assets.
XXXXX engagements
Related Topics Sentiment