Markets open with a risk-on sentiment ahead of major earnings and economic data. Nasdaq, S&P, Dow, and Russell all trending higher. European markets outperform on trade optimism.🌍 Macro Highlights:US-China trade talks expected to extend 90-day truceNvidia rallies on strong demand from China and AI-related optimismBig Tech earnings this week (Apple, Amazon, Microsoft, Meta) could boost AI capex sentimentMara (Marathon Digital) reports earnings today – key for BTC mining sectorBitcoin awaiting July 30th strategic reserve report from U.S. governmentPayPal drops on softening spending; Visa unaffectedJOLTS and consumer confidence data in focusBonds up, gold up, USD up, Euro down📈 Crypto & Equities:BTC range-bound, Ethereum and Solana bouncingCoinbase, Mara, Riot, and other miners slightly higherNvidia, AMD, Dell benefit from AI capex betsMarket watching closely for signs of Fed rate cuts in September

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