Hey Trader,
Welcome to the weekly Velaris Trading Newsletter – your source for real market insight, no fluff, no noise.
Here’s this week’s newsletter breakdown:
Brief Overview
Weekly Market Recap
Week 29 marked a major turning point in the crypto market, triggered by the sharp drop in Bitcoin dominance and an explosive rotation into altcoins—something Don had already called out on Sunday. Despite strong price surges and growing institutional interest in Ethereum, Don warned of overheated sentiment and strategically took profits.
What’s Coming in Week 30
Week 30 kicks off the hottest earnings week of the summer, with key macroeconomic data releases and potentially a decisive moment for Bitcoin following the explosive altseason. As institutional capital flows into ETH and traditional markets hit new all-time highs, discipline remains crucial—early signs of overheating are clearly visible.
What does week 30 bring?
Monday, July 21
Leading Indicators – A key signal for economic turning points. Slowing momentum could fuel recession fears.
Earnings: Cleveland-Cliffs (CLF), Domino’s Pizza (DPZ), NXP Semiconductors (NXPI), Roper Tech (ROP), Ryanair (RYAAY), Verizon (VZ)
Tuesday, July 22
No major economic data
Earnings: Capital One (COF), Coca-Cola (KO), Danaher (DHR), Intuitive Surgical (ISRG), Philip Morris (PM), RTX Corp (RTX), SAP SE (SAP), Texas Instruments (TXN)
Wednesday, July 23
Existing Home Sales – Weak numbers may indicate declining consumer demand
MBA Mortgage Applications Index
Earnings: Alphabet (GOOGL), AT&T (T), Boston Scientific (BSX), GE Vernova (GEV), General Dynamics (GD), Prologis (PLD), IBM, Tesla (TSLA), T-Mobile (TMUS)
Thursday, July 24
Initial Jobless Claims – Key signal for labor market stress
New Home Sales – Reflects housing activity and consumer confidence
S&P Global US Manufacturing & Services PMI – Expecting moderate expansion
Earnings: Blackstone (BX), Comfort Systems (FIX), Decker’s (DECK), Deutsche Bank (DB), Digital Realty (DLR), Honeywell (HON), Intel (INTC), Newmont (NEM), Union Pacific (UNP), Valero (VLO)
Friday, July 25
Durable Goods Orders – Weak numbers could hurt growth outlook
Earnings: Aon (AON), AutoNation (AN), Centene (CNC), Charter Communications (CHTR), HCA Healthcare (HCA), Phillips 66 (PSX)
IMPORTANT: The expectations of the respective economic data may change in the course of the week. They will be updated in the Discord and will be discussed in more detail.
Weekly Market Wrap
Week 29 was a turning point in crypto. Front and center: the massive breakdown in Bitcoin dominance (BTC.D), triggering a rotation into altcoins. Don identified this move early—supported by a weekly bearish divergence and strong seasonal patterns. The reaction was explosive: TOTAL2 broke resistance, and ETH followed.
As always: when the market tips into euphoria, the pro is already selling. Don took profits systematically and publicly warned against FOMO. Sentiment was too bullish, funding rates too high, RSI overheated. Even USDT.D flashed early bullish divergences—a classic warning sign for short-term corrections. Still, the rally may not be over yet.
Ethereum became the center of institutional focus: following initial BlackRock signals around staking and ETF inclusion, a strategic ETH positioning seems to be underway. Don still trimmed positions—not due to weakness, but to keep capital flexible for future re-entries.
Traditional equities also showed strength: SPX and NASDAQ hit new all-time highs—but not without warning signs. Weekly and monthly bearish divergences remain in place. Despite the optimism, Trump remains the biggest wild card: new tariff threats toward Russia and the EU, and internal attacks on Jerome Powell. Nvidia benefited from the noise—hitting new highs following China-friendly comments. But overall, volatility remains elevated.
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Crypto & Market Outlook
This week is a true stress test for the markets: tech earnings (Tesla, Alphabet, Intel, SAP) meet top-tier macro data. Wednesday through Friday will be key—if Durable Goods, PMI, and labor data disappoint, it could mark the moment markets start pricing in reality.
For Bitcoin, the $120K level acts as resistance. At the same time, BTC.D has reached a key support zone. A short-term bounce here could weigh on altcoins—but it’s not guaranteed. ETH remains structurally bullish, but short-term overbought. ETF flows may continue next week.
Key Catalysts to Watch:
Alphabet & Tesla Earnings (July 23) – Two sector leaders that could set the tone for all of tech
PMI Data & Durable Goods Orders (July 24–25) – Early signs of economic slowdown
BTC.D at Support – Crucial for timing the next altcoin rotation
ETH Staking ETF Narrative – Will institutional messaging accelerate?
Trump Headlines – Markets react more selectively now, but China/Russia news still move prices
Conclusion
Week 30 is a textbook “make-or-break” scenario.
Markets are at highs, and euphoria is in the air. The question is: what comes next?
Key Takeaways:
BTC.D at critical support – rotation may pause
ETH shows institutional strength – but is overbought
Earnings + Macro = Market decision point
Funding & Open Interest = Flush risk increasing
Calm and liquidity are your biggest weapons
Don’t get blinded now.
The next trade is coming.
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To a successful week ahead — and stay tuned for more weekly insights into the crypto and financial markets.
Stay focused. Stay rational.
Kind regards,
Don - Founder of Velaris Trading
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