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2. 8. 2026

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August 2026 · Financial · Overview

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Market regime live

Risk regime · reading the tapeNeutral

The one thing today

The dollar's retreat to 120.7 is the biggest tailwind — a break below 120 would confirm risk-on, while a bounce above 121 would remove that support.

50Neutral

BearishNeutralBullish

Crypto and equities are both stuck in neutral, but macro tailwinds from a softer dollar and falling crude are keeping the floor under risk assets. Gold holds near $4,044 as a hedge, and yields are steady, so no inflation scare is brewing. The market is waiting for a catalyst — either a breakout in stocks or a shift in crypto momentum — to set the next direction.

2. 8. 2026·as of 07:15·crypto + stocks

Cross-asset · what's driving risk

US DollarTailwind

120.7

▼ 0.2% · dollar easing, risk tailwind

US 10YSteady

4.68%

▲ 1bp · yields steady

GoldHedge

$4,044

live spot · debasement / haven bid

Crude · WTIDisinflat.

$84.3

▼ 8.2% · eases inflation

Crypto regimeMixed

BTC dominanceBalanced

56.2%

balanced book

Altcoin seasonBitcoin season

24 / 100

12 of top 50 beat BTC 30d

Fear & GreedFear

fear · balanced mood

Perp funding · OIMild long

+0.004%/8h

≈ +4% APR · balanced carry

Stocks regimeNeutral

Trend · SPXNo feed

—est

est · 200DMA unavailable

BreadthMixed

≈ 60%est

est · share of S&P > 200DMA

VIXCalm

17.1

▼ 17.3% · vol contained

HY creditNo feed

—est

est · OAS unavailable

⚑︎What would change my mindconfirmations & flip-risks

✓Neutral momentum is justified: dollar easing and crude disinflation support risk, but no breakout yet.

⚠︎If the dollar reverses above 121, the risk tailwind fades and could pressure both crypto and equities.

⚠︎A VIX spike above 20 or a sudden crude rally above $90 would signal renewed macro stress and flip the read defensive.

Top crypto

The Club · ONDO up to $0.394 (1.41x vs entry)

Multi-year hold. 91% deployed · $652 dry powder · 13 assets.

Open Crypto

Top stocks

Fed's Musalem: 'Mr Market spoke this week, and I took signal from it'

Investors should expect continued volatility in rate-sensitive assets as the Fed's communication strategy shifts; any perceived hawkish tilt could pressure equities, especially high-duration tech.

Open Stocks

→What's expectedacross both books, next 1–2 weeks

◆FOMC rate decisionNov 7

◆US October CPINov 13

◆BTC halving narrative / ETF flows updateongoing

Generated from today's sources qualitative read, no buy/sell calls