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From Scottie · July 31, 2026
See BowTied Bull in a Scottie brief
Scottie read BowTied Bull, The Pomp Letter, and 10x Research Market Updates for a reader with the priorities shown below. Start with the rundown, open the full brief, or check every issue behind it.
3sources
11issues read
5stories included
1 of 3 BowTied Bull issues included
What shaped this brief
Reader priorities
A risk-tolerant investor following crypto alongside technology stocks, rates, oil, and broader speculative capital flows.
These are illustrative priorities, not a customer’s data.
Sources in this brief
- BowTied BullThe publication this guide is about
- The Pomp LetterAdds macro, technology, and crypto arguments for long-horizon investors.
- 10x Research Market UpdatesAdds current crypto positioning and trade-focused market analysis.
Scottie
Scottie example brief
July 31, 2026 · Executive brief
01 / The rundown
- Bitcoin is holding steady despite a 15 basis point rise in 10-year yields and a 5% monthly pullback in tech equities.
- Capital is rotating out of commoditized AI stocks and into industrials and crypto options positioning ahead of the FOMC meeting.
- Rising correlations between stocks and bonds are pushing macro investors toward delta-neutral on-chain yield strategies.
Read the complete brief 5 stories · 3 action items
02 / The briefing
01 / main
Bitcoin Holds Firm Against Rising Yields and Tech Sell-Offs
The takeaway: Bitcoin traded flat over the past week even as macro headwinds mounted across traditional markets. The 10-year Treasury yield rose while tech equities broke technical support, yet crypto prices displayed notable stability.
Concrete details
- The US 10-year Treasury yield rose 15 basis points over the past week, pricing in roughly 0.5 additional rate hikes.
- The Nasdaq dropped 1.5% over the week and is down 5% over the past month, breaking key technical support.
Why it matters for this reader: As an investor following speculative capital flows, watching Bitcoin decouple from tech equity weakness provides a valuable signal for your cross-asset positioning.
Original sources10x Research Market Updates
02 / main
AI Valuation Pressure Drives Capital Toward Crypto Options
The takeaway: Margin compression in AI software is pushing capital away from private model developers. Ahead of the upcoming FOMC meeting, macro traders are building specialized options structures to capture value shifting toward crypto assets.
Concrete details
- South Korea's Kospi benchmark dropped 42%, dragged down by tech equities tied to the AI sector.
- Traders are using options structures extending into September to manage cross-asset risk ahead of the FOMC week.
Why it matters for this reader: Understanding capital rotation out of overvalued tech names helps you time options trades and target crypto equities before Fed announcements.
Original sources10x Research Market Updates
03 / main
Tech Profits Rotate Into Industrials and Pre-IPO Liquidity
The takeaway: A sell-off in AI and semiconductor shares is driving capital into industrial equities and liquidity events. Market participants are watching post-exit spending from August share unlocks to determine where tech capital lands next.
Concrete details
- Industrial stocks such as Caterpillar and GE Vernova have outperformed the broader market since June.
- SpaceX shares unlock in early August, releasing employee capital that investors expect will flow into new assets by October.
Why it matters for this reader: Tracking where institutional tech investors redeploy capital gives your speculative equity strategy early visibility into sector momentum.
Original sourcesBowTied Bull
04 / main
Broken Stock-Bond Correlations Push Investors to On-Chain Yields
The takeaway: The classic 60/40 portfolio is failing as positive stock-bond correlations eliminate traditional diversification benefits. With government bond funds taking major losses, investors are evaluating delta-neutral on-chain strategies to harvest reliable returns.
Concrete details
- The iShares 20+ Year Treasury Bond ETF (TLT) has fallen nearly 50% over the last five years.
- On-chain yield strategies harvest delta-neutral funding rates and trading fee spreads in real time.
Why it matters for this reader: For your fixed-income and rate tracking, transparent on-chain yields offer a structured alternative to opaque private credit funds.
Original sourcesThe Pomp Letter
05 / main
Tim Draper Backs Real Estate Tokenization Platform Mogul
The takeaway: Venture capitalist Tim Draper has backed mogul, a platform that tokenizes property ownership on the blockchain. Created by former Goldman Sachs executives, the project brings institutional real estate yield strategies directly to individual investors.
Concrete details
- Mogul has launched over 100 tokenized properties with an average annual internal rate of return of 18.8%.
- Venture investor Tim Draper, who bought 29,656 BTC in 2014, is backing the new real estate platform.
Why it matters for this reader: As a crypto investor tracking venture activity, seeing top VC backing for asset tokenization highlights growing momentum in real-world assets.
Original sourcesThe Pomp Letter
Action items
- Review your Bitcoin options strategy ahead of the FOMC meeting to hedge against tech sector repricing.
- Evaluate delta-neutral on-chain yield products as an alternative to traditional long-duration bond funds.
- Track capital movements following the August SpaceX share unlock to identify emerging speculative equity trends.
See every issue behind this brief
Bitcoin Holds Steady Despite Macro Headwinds
- Bitcoin Shrugs Off the Bad News – What Do Traders Think This Means?10x Research Market Updates · Included
July crypto bear market
- July 2026 Q&A and UpdateBowTied Bull · Read, not included
AI Repricing Could Reallocate Capital to Crypto
- As the AI Trade Gets Repriced, Bitcoin (and these crypto stocks) May Capture Some of the Value10x Research Market Updates · Included
- 4 Charts That Show The A.I. Bubble Is A MythThe Pomp Letter · Included
Mega-Cap Tech and Semiconductor Sell-Off
- Mega Cap Tech Sell Off Means Money is Going Somewhere...BowTied Bull · Included
Diminishing Effectiveness of the 60/40 Portfolio
- 60/40 is dead. What can you do now?The Pomp Letter · Included
Crypto market drivers
- One Liners: Crypto Market Drivers — 6 Charts That Matter Now10x Research Market Updates · Read, not included
AI trade outlook
- The AI Trade Isn’t Over, So Investors Will BTFDThe Pomp Letter · Read, not included
Oil and Fed updates
- Oil & Fed, AI Debt and General Investing ConceptsBowTied Bull · Read, not included
Subscriber meetups in Europe
- Join me in London & Berlin — 10x Research subscriber meetups (Aug 3 & 6)10x Research Market Updates · Read, not included
TikTok crypto advertising
- This Is The Biggest Threat For Investors Over Next 20 YearsThe Pomp Letter · Read, not included
About BowTied Bull
Should you add BowTied Bull to Scottie?
Place crypto opportunities inside the wider market for risk assets and liquidity.[1][2][3]
Who it’s for
A risk-tolerant investor following crypto alongside technology stocks, rates, oil, and broader speculative capital flows.[1][2]
What you’ll find in it
The issues linked below include “First Issue Ever: Straight From Degen Island.”, “Mega Cap Tech Sell Off Means Money is Going Somewhere…”, and “Oil & Fed, AI Debt and General Investing Concepts”. Open them to judge the publication in its own words.
- Byline
- BowTiedBull[1]
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Scottie read 3 BowTied Bull items and included 1 for the brief. At least one story appeared in more than one source, so Scottie grouped the shared coverage and kept each original link.
Read three issues from BowTied Bull
Read the publication in its own words. Scottie keeps these original links attached; it does not replace the writing.
- First Issue Ever: Straight From Degen Island.Public issue[2]
- Mega Cap Tech Sell Off Means Money is Going Somewhere…Public issue[3]
- Oil & Fed, AI Debt and General Investing ConceptsMon, 27 Jul 2026[4]