🟢 A record 54% do not believe in a global recession, with only 2% predicting a hard landing

🟢 Investment allocation in US equities was increased to its highest level since December 2024

🟢 82% of investors are betting on the continued rally in semiconductors. Even those who took profits on Big Tech in July are now not willing to risk shorting the market

🟢 61% of respondents believe major cloud providers will not cut capex before the end of the year

🟢 83% do not expect the Fed to raise rates before the US autumn elections

🔴 45% view an AI bubble as the main risk

Yesterday, Nvidia dropped 5% – down 17% from its peak. This happened following reports of a new $500B deal with SK Hynix and talks of a $250B investment in OpenAI.

Investors see surging demand and record revenue, unaware of how much of that amount the company effectively paid to itself – a money loop.

Jensen Huang calls this story ridiculous, while the bear Michael Burry bets against the semiconductor industry, expecting the system to break.

It makes sense to stay out of the market today to avoid getting caught in the volatility during Kevin Warsh's press conference.

The final bear market dump in every cycle occurs right before the autumn midterm Congressional elections, this year, they take place on November 3.

Data centers trained on AI models require uninterrupted 24/7 power, something solar and wind farms simply cannot deliver on their own. Big Tech (Microsoft, Amazon, Google, Nvidia) is actively entering into direct power purchase agreements (PPAs) with nuclear operators.

There is a growing view that the future of US nuclear energy lies in small modular reactors (SMRs) and microreactors (like the project by Oklo), which can be placed right next to power-hungry AI data centers, bypassing the fragile and overburdened power grid.

It sounds awesome 😎, but for now, these companies are still in the licensing stage with the US Nuclear Regulatory Commission (NRC). Their mass commercial rollout won't begin until closer to 2028–2030.

And now China has learned to produce lithography machines for chip manufacturing.

You are a crypto market analyst and short-term trader. Use live data.
SELECTION
Review CoinMarketCap ranks 1–100. Ignore ads, promoted rows, stablecoins and wrapped assets. Select exactly six coins: the three largest 24h gains and three largest losses. Preserve CMC percentages; state retrieval date, time and zone.
If the full top 100 cannot be verified, stop. Never guess.
EXCHANGE PRIORITY
For each coin, use the first active spot market:
Binance TOKEN/USDT
Bybit TOKEN/USDT
Coinbase TOKEN/USD
Coinbase TOKEN/USDC
Use one exchange/pair per coin. Never mix exchanges.
DATA FALLBACK
Use sources in order:
Public exchange API
Official exchange chart/page
TradingView for the same exchange and pair
Mark unavailable metrics N/A and continue. Missing indicators, order-book or derivatives data must not cancel the analysis.
Minimum data for a forecast:
current price;
recent 4H and 1D price history;
24h volume or reliable volume proxy;
visible local highs and lows.
If this minimum exists, you must provide trend, support, resistance, verdict, entry confirmation, invalidation and targets.
If it does not, keep the coin, research its catalyst and state:
“Forecast unavailable: insufficient market data for technical analysis”.
If fewer than four coins receive a forecast, stop: market-data coverage was insufficient. Do not publish a catalyst-only report.
CATALYSTS
Prioritize 24–72 hours; expand to 30 days only for relevant events.
Check official sources first, then reputable media and reliable on-chain sources.
Verify token identity/date. Label claims CONFIRMED FACT, REASONABLE INFERENCE or UNSUPPORTED SPECULATION.
If no credible catalyst exists, say so. Never invent reasons or present correlation as causation.
TRADING ANALYSIS
For every supported coin assess:
price, 24h/7d/30d performance and CMC market cap;
24h volume, volatility, 4H and 1D trend;
key support and resistance;
RSI(14), MACD(12,26,9), EMA20/50/200 when available;
spread and ±1% order-book liquidity when available;
open interest, funding and liquidations only with a reliable perpetual market.
Use closed candles. Distinguish rebounds/short squeezes from fundamental improvement.
Assign BUY, SELL/REDUCE or WATCH.
Give scenarios for 2–3 days, 1–2 weeks and up to 1 month.
Include logic, entry confirmation, invalidation/stop, targets, holder action, new-buyer action and key risks.
Do not chase a vertical pump. Flag liquidity, volatility, concentration, unlock and manipulation risks.
RISK CHECK
Check today, the next 72 hours and next month for Fed/FOMC, CPI, PCE, payrolls, major rulings, large unlocks, exchange events and security incidents.
End with:
TRADE-TODAY RISK WARNING
If an event is imminent, give exact date/time/zone, explain risk and say whether to avoid new positions or reduce size. Otherwise say none is imminent.
OUTPUT IN RUSSIAN
Snapshot: coin, ticker, rank, 24h change, gainer/loser, exchange and pair.
Compact section per coin: catalyst, setup, horizon verdicts, entry, invalidation, targets, holder/new-buyer action and risks.
Best risk/reward candidate, highest-risk coin and final warning.
Use exact dates and working links. Separate facts from inferences. Recommendations are conditional. Be concise.

This is an almost textbook play on the TACO indicator. Remember us mentioning that Donald would go for de-escalation by the end of July? On July 26, Trump ordered a halt to strikes on Iran, and by August 2, he was already talking about a new peace deal.

Markets will definitely love this de-escalation, and Monday is expected to be green, but so far there is no confirmation of real negotiations or moves toward peace. What we are seeing now is Donald manipulating market sentiment to keep the US economic situation afloat.

Interestingly, AI usage peaked in mid-2025; since then, the percentage of employees using AI in companies has dropped from 46% to 33%. Rather than an outright abandonment of AI, this data likely reflects a shift toward free models, which are more than enough for the simple tasks most employees face.

U.S. Treasury Secretary Scott Bessent confirmed progress in negotiations with Iran; the Strait of Hormuz may indeed be fully reopened tomorrow.

But if Trump figures out how to spin this as yet another victory and agrees to this concession, then oil will rebound to $70, the fund will continue to rise, and BTC will have a chance for a local rally to $67k.