📈Ithaca Protocol Market Update

► Diversified strategies outperforming most since 2008

► Supreme Court hands Trump a win regarding tariff powers, July 9th back in spotlight

► SPX skew as high as post-Dec FOMC, Liberation Day and BoJ turmoil last August

► Fed’s Waller teasing July cut (it may seem too obvious but only smell of altcoin season wafted post-Sep rate cut + election)

► Retail and corporates keep buying; systematics expected buyers next week

► Crypto should have been doing better in this backdrop; time for some pre-EthCC drift?