DOW NEW ATH $52K — JOLTS BLOWOUT 7.59M FLIPS FED HAWKISH — SAYLOR BLINKS $1.25B BTC SALE — Q2 CLOSE

Original author：Guru Crypto Garage

Original source：https://www.youtube.com/embed/KAgJmUlKEPo

The second quarter is in the books and it went out with fireworks. The Dow Jones printed a brand new all-time high at $52,319, the S&P 500 closed at 7,499.36 (+0.79%), the Nasdaq ripped +1.52% to 26,213, and the Russell 2000 added +0.46% to 3,024. On the quarter, the S&P gained roughly +15%, the Nasdaq roughly +21%, and the Dow roughly +13% — the best quarter for the S&P and Nasdaq since Q2 2020. Technology led (+2.76%) while Utilities lagged (-1.48%). The VIX fear gauge fell nearly 7% to 16.45, but the 10-year Treasury yield jumped to 4.42% and WTI crude settled at $69.50 (-1.8%) after Doha disappointed. But the real story was the labor data. JOLTS job openings hit 7.594M vs. 7.296M expected — the 5th straight beat — driving September Fed rate HIKE odds above 60% (up from 20% a month ago). Cleveland Fed's Hammack said AI demand is inflationary and hikes may be needed. Fed Chair Warsh speaks at Sintra tomorrow at 9AM ET alongside Bailey, Lagarde and Macklem — the next big stress test. On earnings, Nike beat with adjusted EPS of $0.20 vs. $0.12 and revenue of $10.97B, but China fell 12% to $1.30B and the headline $0.72 GAAP EPS included a $0.52 IEEPA tariff accrual; shares fell 2.39% AH to $40.07. Constellation Brands beat ($3.43 vs $3.22, +3.79% AH) and McCormick beat (+1.82% AH). In crypto, Bitcoin sits at $59,324 after a $58,518 session low — a full bear stack below the 20, 50 and 200-day moving averages, RSI 31.9, Fear & Greed at 15. Strategy authorized a sale of up to $1.25B in Bitcoin with mNAV negative since June 27, and June ETF outflows hit a record $4.06B. The seismic structural story: Visa and Mastercard launched a JOINT global stablecoin today, going head-to-head with Tether (USDT) and USD Coin (USDC). Ethereum reclaimed the #2 spot from Tether ($190B vs $184.7B), Kraken is taking a 15% stake in Aave for $71M at a $385M valuation, and Binance flipped to withdrawal-only mode in the EU. On AI, AMD ripped +7.7% to a fresh ATH near $578 (Wells Fargo PT $615) and is up 144% YTD vs. NVIDIA's 4% — ahead of the July 22 Advancing AI event. Figure 03 humanoid robots deployed at BMW Spartanburg today. Google's DeepMind lost Transformer inventor Noam Shazeer to OpenAI and AlphaFold Nobel winner John Jumper to Anthropic in 48 hours, sending Alphabet down 7%. On the power wall, Constellation Energy locked a 176MW Walmart nuclear PPA and Vistra closed a $4B Cogentrix deal. Ahead: ADP + ISM Manufacturing + Warsh Wednesday, NFP Thursday (105K consensus), markets closed Friday for July 4th, HYPE unlock July 6, and SpaceX joining the Nasdaq-100 July 7. GuruCryptoGarage dot guru — Free Always will be Our way of giving back. #Bitcoin #BTC #Crypto #Ethereum #ETH #Stablecoins #USDT #USDC #Visa #Mastercard #AMD #NVIDIA #SpaceX #Nike #NKE #Saylor #Strategy #JOLTS #FederalReserve #Warsh #RateHike #Q2Close #StockMarket #DowJones #SP500 #Nasdaq #AI #Robotics #FigureAI #DeFi #Aave #Hyperliquid #Nuclear #Macro #GuruCryptoGarage