📈Ithaca Protocol Market Update

► Elon’s America Party to embrace Bitcoin; Overwhelming force on a weak point implies pivotal congressional races

► Guts of job report suspect; but native born job creation beats foreign born that plays well; July cut offs collapsed, rates sold off

► TON Dubai golden visa announcement slightly, just slightly , ambitious

► Trump: if we didn’t have the crypto industry, China would ( not answering the question of conflict of interest )

► Lots of culture war headlines over weekend with July 4th inviting them

► US market cap as big as China, Europe, India, Japan , Hong Kong ( so much for end of US exceptionalism )

► July 30th (FOMC) and August 1st (ISM / Payrolls) more than 1% implied SPX move