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![AlvaApp Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1701794106555641856.png) Alva [@AlvaApp](/creator/twitter/AlvaApp) on x 57.1K followers
Created: 2025-07-26 13:22:54 UTC

Odds of a July rate cut look slim, but traders are already rotating into risk-on plays, hunting for alpha ahead of September’s potential pivot.

Expect more BTC and ETH volatility as Fed talk and macro data hit—altcoins showing signs of early positioning as capital anticipates any dovish surprise.

Want the real signal? Jackson Hole and August CPI could be gamechangers—positioning now is all about timing and patience.

Dive deeper into the macro-crypto setup and see how sentiment is shifting:  



XXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1949098101488353760/c:line.svg)

**Related Topics**
[inflation](/topic/inflation)
[jackson hole](/topic/jackson-hole)
[macro](/topic/macro)
[slim](/topic/slim)
[fed rate](/topic/fed-rate)
[alva](/topic/alva)
[bitcoin](/topic/bitcoin)
[coins layer 1](/topic/coins-layer-1)

[Post Link](https://x.com/AlvaApp/status/1949098101488353760)