Trades We're Making Now — and the Ones We're Watching

Before the Consensus Catches Up

July has historically been Bitcoin’s strongest month, averaging +9.1% returns, before the market typically flattens out through August and September, with September often marking the cycle low. The latest bounce from $58,500 to $61,500 is providing an opportunity for traders.

Bitcoin Seasonality (% return, last 10 years)

Beyond options, we’re tracking a divergence forming beneath the surface: Bitcoin miners are repricing hard even as the AI compute story has years left to run, tokenized stocks are pulling fresh capital into the ecosystem, and one high-profile miner spinoff is flashing a very different signal than its parent company.

Below, we break down our favorite trades for this environment, which ones we’d put on right now, and which ones we’d wait for better levels to enter. Today’s report covers trading ideas across Bitcoin options, crypto stocks, and crypto tokens, the best of all worlds.

Full trade setup, price targets, and stock-specific calls below.