$BTC dead cat bounces to 80k but alts still flatlined. market sentiment stuck at 24—full-blown panic mode.

- spot etf flows 07/04: btc net out -97.7m, grayscale dumped 74m. blackrock and eth? crickets.

- us threatening 50% tariffs on china from 09/04, china says “let’s dance.” eu chiming in with 25% retaliatory tax from 16/05. macro vibes not it.

- wlfi (trump-backed) proposing test airdrop of usd1 stablecoin to all holders. feels like a warmup.

- larry fink (blackrock ceo) says we could drop another 20%, inflation may force fed to hike, not cut. not bullish.

- strategy’s q1 in the red—unrealized btc losses near 6b. tax refund helped a bit (1.69b), but still ouch.

- teucrium dropping first leveraged xrp etf in the us—ticker xxrp, 2x price action. degen tool unlocked.

- pakistan taps cz as crypto strategy advisor. man’s everywhere, even post-binance.

airdrop radar:
– yala v3 testnet now on solana
– fermah testnet (backed by a16z, 5.2m) open
– genlayer testnet (7.5m from north island ventures) live

stay sharp, survive the chop.

#TrumpTariffs #RiskRewardRatio #BTCvsMarkets