DBM Strategy Pt1 - 6th July 2026

This DBM Strategy Call analyzes a tumultuous week where weak economic data surprisingly fueled market rallies, driven by expectations of Federal Reserve patience. Meanwhile, the dominant AI trade showed "foundational cracks" due to overspending, and geopolitical developments provided disinflationary tailwinds with lower oil prices.

The discussion also highlights Bitcoin's current position below its 200-week moving average, historically signaling significant long-term upside potential despite short-term conditions.

See you in this weeks DBM Strategy Call Pt2 for a deep dive into all the latest in our digital asset factory set up... LIVE 11am UTC Mondays... HERE