📈 Crypto & Equity Momentum Setups

• $BTC bounce has momentum. $70k is back on the table if continuation holds. 1

• $WYFI is trying to repair the tape after a heavy dump. Nearly $29’s in pre is solid, but reclaiming $30 today is the key constructive trigger. 2

• $SKHX dip-buying is showing up fast. The stock is +17% from the intraday lows yesterday, with Korean buyers likely stepping in to BTFD. 3

• $NOK has started moving with +5% in pre. Earnings in a couple days are the next catalyst and could extend the move. 4

• $MU did not nail the exact bottom, but the bounce is already meaningful: from $850’s to $925’s in 3 days. Momentum has flipped short term. 5

• $AAPL pullback from $335 to $324 is not enough yet. A healthier reset into $310-$315 would make the setup cleaner. 6

• $MRVL was a one-day-early call, but the oversold trade worked. The move from $177’s to $210’s was a sharp trough-to-peak rebound driven by near-term oversold conditions. 7

🇰🇷 Korea Market Flow Read

• Korean equities on July 21 are rebounding, but the real signal is under the hood. Retail is starting to capitulate. Domestic institutions are buying. Foreign capital continues buying after yesterday. Investor deposits are moving sharply, while R2 clearly declined. Funding pressure is easing, not just price bouncing. 8

🛢️ Geopolitics & Cross-Asset Fallout

• Missiles landing in Iran do not only hit the battlefield. One leg breaks the Abu Dhabi AI narrative; the other lifts U.S. refinery margins. Trump may decide where the first missile goes, but cannot control where the butterfly effect turns into a storm. 9

🧱 Commodities & Macro Pressure

• Copper looks like a coiled beach ball underwater. It is nearly at all-time highs despite a 30-50% metals correction, dollar strength, a “Hawkish Fed,” and a weakening Chinese economy. That resilience signals heavy underlying bid, not weakness. 10