\ud83d\udd10G\u00dcN SONU P\u0130YASA RAPORU \u2014 14 TEMMUZ 2026
\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501<\/p>\n\n\n\n
\ud83c\udf10 G\u00dcN\u00dcN \u00d6NE \u00c7IKAN HABERLER\u0130<\/p>\n\n\n\n
ABD Haziran CPI beklentilerin tamam\u0131n\u0131 a\u015ft\u0131: man\u015fet y\u00fczde -0,4 ayl\u0131k (beklenti -0,1), y\u00fczde 3,5 y\u0131ll\u0131k (beklenti 3,8); \u00e7ekirdek y\u00fczde 0,0 ayl\u0131k (beklenti 0,2), y\u00fczde 2,6 y\u0131ll\u0131k (beklenti 2,8). 2000’den bu yana ilk ayl\u0131k negatif okuma \u2014 ABD’nin yakla\u015f\u0131k 6 y\u0131l\u0131n en iyi enflasyon raporu.<\/p>\n\n\n\n
Warsh, Temsilciler Meclisi’ndeki ifadesinde “her \u015feyin yolunda oldu\u011funu d\u00fc\u015f\u00fcnm\u00fcyorum” diyerek enflasyonla sava\u015f s\u00f6z\u00fcn\u00fc yineledi; “y\u00fcksek enflasyona s\u0131f\u0131r tolerans” mesaj\u0131n\u0131 korudu. <\/p>\n\n\n\n
BofA FMS’ye g\u00f6re yat\u0131r\u0131mc\u0131lar\u0131n y\u00fczde 83’\u00fc Kas\u0131m ara se\u00e7imlerinden \u00f6nce faiz art\u0131r\u0131m\u0131 beklemiyor.<\/p>\n\n\n\n
Pazartesi spot Bitcoin ETF’lerinden 424,66 milyon dolarl\u0131k \u00e7\u0131k\u0131\u015f ya\u015fand\u0131 \u2014 Temmuz’un en b\u00fcy\u00fck tek g\u00fcnl\u00fck \u00e7\u0131k\u0131\u015f\u0131; k\u0131sa s\u00fcreli pozitif giri\u015f d\u00f6nemi tersine d\u00f6nd\u00fc.<\/p>\n\n\n\n
Bank of America 2. \u00e7eyrekte 9,1 milyar dolar k\u00e2r, hisse ba\u015f\u0131na 1,21 dolar a\u00e7\u0131klad\u0131. IBM ise beklenti alt\u0131 bilan\u00e7o sonras\u0131 1987’den bu yana en b\u00fcy\u00fck g\u00fcnl\u00fck d\u00fc\u015f\u00fc\u015f\u00fc ya\u015fad\u0131: y\u00fczde 23.
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Kuveyt’teki ABD askeri \u00fcsleri yeniden f\u00fcze ve \u0130HA sald\u0131r\u0131lar\u0131yla hedef al\u0131nd\u0131; \u0130ran Cumhurba\u015fkan\u0131 Pezeshkian “topraklar\u0131m\u0131z\u0131n her kar\u0131\u015f\u0131n\u0131 savunaca\u011f\u0131z” a\u00e7\u0131klamas\u0131n\u0131 yapt\u0131. <\/p>\n\n\n\n
Trump ise Netanyahu’ya Suriye ve L\u00fcbnan’dan asker \u00e7ekmesi talimat\u0131n\u0131 verdi.
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Trump’\u0131n CLARITY Act i\u00e7in “Graham’\u0131n an\u0131s\u0131na ge\u00e7meli” \u00e7a\u011fr\u0131s\u0131n\u0131n ard\u0131ndan Kongre koridorlar\u0131nda yasan\u0131n ivme kazand\u0131\u011f\u0131na dair sinyaller g\u00fc\u00e7lendi.<\/p>\n\n\n\n
Traderler bu ay Fed faiz art\u0131r\u0131m\u0131na y\u00f6nelik bahislerini belirgin \u00f6l\u00e7\u00fcde azaltt\u0131 \u2014 CPI sonras\u0131 FedWatch’ta Temmuz art\u0131r\u0131m olas\u0131l\u0131\u011f\u0131 h\u0131zla geriledi.<\/p>\n\n\n\n
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\u20bf B\u0130TCO\u0130N<\/p>\n\n\n\n
CPI verisi a\u00e7\u0131klan\u0131r a\u00e7\u0131klanmaz 56 milyon dolar\u0131n \u00fczerinde short tasfiyesi ger\u00e7ekle\u015fti; BTC anl\u0131k olarak yukar\u0131 hamle yapt\u0131 64.400 dolar band\u0131nda seyir s\u00fcr\u00fcyor. Warsh’\u0131n “yolunda de\u011fil” mesaj\u0131 piyasan\u0131n CPI iyimserli\u011fini tam olarak fiyatlamas\u0131n\u0131 frenliyor \u2014 g\u00fcvercin veri, \u015fahin Fed ba\u015fkan\u0131 \u00e7eli\u015fkisi devam ediyor. Haziran CPI’\u0131n\u0131n enerji fiyatlar\u0131n\u0131n gerilemesinden b\u00fcy\u00fck \u00f6l\u00e7\u00fcde beslendi\u011fi de\u011ferlendiriliyor; \u0130ran ablukas\u0131n\u0131n petrole etkisi Temmuz verisini yukar\u0131 ta\u015f\u0131rsa bu temkinlili\u011fin hakl\u0131 \u00e7\u0131kaca\u011f\u0131n\u0131 piyasa biliyor. Temmuz 28-29 FOMC \u00f6ncesi elindeki son b\u00fcy\u00fck makro kart oynanm\u0131\u015f oldu; \u015fimdi g\u00f6zler Warsh’\u0131n yar\u0131nki Senato ifadesine \u00e7evrildi.<\/p>\n\n\n\n
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\ud83d\udd37 ETHEREUM & ALTCO\u0130NLER<\/p>\n\n\n\n
ETH, d\u00fc\u015f\u00fck enflasyonun reel getirileri a\u015fa\u011f\u0131 \u00e7ekme etkisiyle BTC’den daha g\u00fc\u00e7l\u00fc bir CPI tepkisi verdi \u2014 tarihsel olarak ETH makro verilere BTC’den daha keskin tepki g\u00f6steriyor. Glamsterdam y\u00fckseltmesi beklentisi bu zemine ekleniyor.<\/p>\n\n\n\n
XRP, balina i\u015flemlerindeki gerilemeye ra\u011fmen CLARITY Act ivmesinden olumlu etkileniyor \u2014 d\u00fczenleyici netlik XRP i\u00e7in yap\u0131sal bir kataliz\u00f6r. Sekt\u00f6r genelinde IBM’in bilan\u00e7osunun yaratt\u0131\u011f\u0131 teknoloji hissesi bask\u0131s\u0131 kripto ile teknoloji aras\u0131ndaki korelasyonu test ediyor.<\/p>\n\n\n\n
\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501<\/p>\n\n\n\n
\ud83d\udccb KR\u0130PTO PARALARDA \u00d6NE \u00c7IKAN HABERLER<\/p>\n\n\n\n
Haziran CPI’\u0131n\u0131n beklenti alt\u0131 gelmesi Temmuz 28-29 FOMC’da faiz sabit kalma ihtimalini g\u00fc\u00e7lendirdi; ancak 2 y\u0131ll\u0131k ABD Hazine getirisi son haftan\u0131n zirvesinden gerilerken Warsh’\u0131n s\u0131f\u0131r tolerans s\u00f6ylemi faiz art\u0131r\u0131m senaryosunu tamamen d\u0131\u015flam\u0131yor.<\/p>\n\n\n\n
IBM’in y\u00fczde 23’l\u00fck \u00e7\u00f6k\u00fc\u015f\u00fc 1987’den bu yana en b\u00fcy\u00fck g\u00fcnl\u00fck d\u00fc\u015f\u00fc\u015f\u00fc oldu; bu \u00f6l\u00e7ekte bir teknoloji hissesi sars\u0131nt\u0131s\u0131 kurumsal risk i\u015ftah\u0131na olumsuz yans\u0131yabilir.<\/p>\n\n\n\n
BlackRock ve Morgan Stanley bug\u00fcn bilan\u00e7o a\u00e7\u0131kl\u0131yor \u2014 BlackRock’un IBIT varl\u0131k b\u00fcy\u00fckl\u00fc\u011f\u00fc ve b\u00fcy\u00fcme yorumlar\u0131 kripto i\u00e7in yak\u0131ndan izlenecek.<\/p>\n\n\n\n
Warsh’\u0131n yar\u0131n ki Kongre ifadesi esnas\u0131nda kripto varl\u0131k sahipli\u011fi ve olas\u0131 \u00e7\u0131kar \u00e7at\u0131\u015fmalar\u0131 konusunda sert sorularla kar\u015f\u0131la\u015fmas\u0131 bekleniyor \u2014 bu tart\u0131\u015fma kripto d\u00fczenlemesi g\u00fcndemini do\u011frudan besliyor.<\/p>\n\n\n\n
CLARITY Act i\u00e7in A\u011fustos re\u00e7esi \u00f6ncesi Kongre’de son birka\u00e7 \u00e7al\u0131\u015fma g\u00fcn\u00fc kald\u0131; Trump’\u0131n deste\u011fiyle yasan\u0131n \u00f6n\u00fcn\u00fcn a\u00e7\u0131l\u0131p a\u00e7\u0131lmayaca\u011f\u0131 bu hafta netle\u015fecek.<\/p>\n\n\n\n
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\ud83d\udd13 TOKEN K\u0130L\u0130T A\u00c7ILMALARI \u2014 15 TEMMUZ<\/p>\n\n\n\n
TRUMP \u2014 Official Trump | 15 Temmuz (linear)<\/strong> OP \u2014 Optimism | 15 Temmuz (linear)<\/strong> Connex (CONX) \u2192 ~21M USD (cliff) Toplam unlock: ~4,5 milyon dolar | Yar\u0131n i\u00e7in e\u015fi\u011fi a\u015fan b\u00fcy\u00fck cliff yok; haftan\u0131n unlock bask\u0131s\u0131 geride kald\u0131.<\/p>\n\n\n\n \u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501<\/p>\n\n\n\n \ud83d\udd2d \u00d6NG\u00d6R\u00dc VE \u00d6N\u00dcM\u00dcZDEK\u0130 G\u00dcNLERDEK\u0130 OLAYLAR<\/p>\n\n\n\n Bug\u00fcn piyasa i\u00e7in iki z\u0131t g\u00fc\u00e7 ayn\u0131 anda devredeydi: yumu\u015fak CPI risk i\u015ftah\u0131n\u0131 a\u00e7t\u0131, Warsh’\u0131n \u015fahin tonu ise i\u015ftah\u0131n kapanmas\u0131n\u0131 engelledi. Bu \u00e7eli\u015fki Temmuz 28-29 FOMC’a kadar devam edecek. <\/p>\n\n\n\n \u0130ran ablukas\u0131n\u0131n Temmuz enerji fiyatlar\u0131na yans\u0131mas\u0131 bir sonraki CPI’\u0131 yukar\u0131 ta\u015f\u0131rsa Warsh’\u0131n bug\u00fcnk\u00fc temkini hakl\u0131 \u00e7\u0131km\u0131\u015f olacak \u2014 bu senaryo BTC i\u00e7in ek bask\u0131 anlam\u0131na geliyor. Tersi durumda, ard\u0131\u015f\u0131k iki yumu\u015fak CPI Fed’in faizi sabit tutmas\u0131n\u0131 garanti alt\u0131na al\u0131r ve y\u0131l sonu toparlanmas\u0131 i\u00e7in zemin haz\u0131rlan\u0131r.<\/p>\n\n\n\n Bu hafta yak\u0131n takipte: \ud83d\udd10G\u00dcN SONU P\u0130YASA RAPORU \u2014 14 TEMMUZ 2026\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501 \ud83c\udf10 G\u00dcN\u00dcN \u00d6NE \u00c7IKAN HABERLER\u0130 ABD Haziran CPI beklentilerin tamam\u0131n\u0131 a\u015ft\u0131: man\u015fet<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"colormag_page_container_layout":"default_layout","colormag_page_sidebar_layout":"default_layout","footnotes":""},"categories":[245],"tags":[270],"class_list":["post-5411","post","type-post","status-publish","format-standard","hentry","category-raporlar","tag-gun-sonu-raporu"],"_links":{"self":[{"href":"https:\/\/fxknews.com\/index.php?rest_route=\/wp\/v2\/posts\/5411","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/fxknews.com\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/fxknews.com\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/fxknews.com\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/fxknews.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=5411"}],"version-history":[{"count":1,"href":"https:\/\/fxknews.com\/index.php?rest_route=\/wp\/v2\/posts\/5411\/revisions"}],"predecessor-version":[{"id":5412,"href":"https:\/\/fxknews.com\/index.php?rest_route=\/wp\/v2\/posts\/5411\/revisions\/5412"}],"wp:attachment":[{"href":"https:\/\/fxknews.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=5411"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/fxknews.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=5411"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/fxknews.com\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=5411"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
~2,6 milyon TRUMP \u2014 yakla\u015f\u0131k 3,1 milyon dolar. Dola\u015f\u0131mdaki arz\u0131n yakla\u015f\u0131k y\u00fczde 0,26’s\u0131. Insider da\u011f\u0131l\u0131m\u0131 (linear). Sat\u0131\u015f bask\u0131s\u0131: D\u00dc\u015e\u00dcK \ud83d\udfe2
Her ay devam eden rutin linear emisyon; tek ba\u015f\u0131na piyasa etkisi yok.<\/p>\n\n\n\n
~1,6 milyon OP \u2014 yakla\u015f\u0131k 1,4 milyon dolar. Ekosistem fonlar\u0131 ve katk\u0131c\u0131 da\u011f\u0131l\u0131m\u0131. Sat\u0131\u015f bask\u0131s\u0131: D\u00dc\u015e\u00dcK \ud83d\udfe2
K\u00fc\u00e7\u00fck \u00f6l\u00e7ekli rutin serbest b\u0131rakma.<\/p>\n\n\n\n
TAC \u2192 ~18M USD (cliff + lineer)
Starknet (STRK) \u2192 ~7M – 17.6M USD (cliff)
Kula (KULA) \u2192 ~13.9M USD
Filecoin (FIL) \u2192 ~8.3M USD
Sei (SEI) \u2192 ~5.3M USD (cliff)
Alaya AI (AGT) \u2192 ~1.3M USD (cliff)
Cyber (CYBER) \u2192 ~0.33M USD (cliff)
Onyxcoin (XCN) \u2192 periodic cliff<\/p>\n\n\n\n
Yar\u0131n 17:00 TS\u0130 \u2014 Warsh Senato Bankac\u0131l\u0131k Komitesi ifadesi + PPI verisi:<\/strong> Kripto varl\u0131k sahipli\u011fi sorular\u0131n\u0131n yan\u0131tlar\u0131 ve para politikas\u0131 tonu BTC y\u00f6n\u00fcn\u00fc belirleyebilir<\/p>\n\n\n\n
Bug\u00fcn \u2014 BlackRock ve Morgan Stanley bilan\u00e7olar\u0131:<\/strong> IBIT b\u00fcy\u00fckl\u00fc\u011f\u00fc ve kurumsal kripto g\u00f6r\u00fcn\u00fcm\u00fc<\/p>\n\n\n\n
16 Temmuz \u2014 TSMC, Netflix, UnitedHealth bilan\u00e7olar\u0131:<\/strong> Teknoloji sekt\u00f6r\u00fc risk i\u015ftah\u0131<\/p>\n\n\n\n
28-29 Temmuz \u2014 FOMC toplant\u0131s\u0131:<\/strong> Sezonun en kritik makro olay\u0131; bu hafta a\u00e7\u0131klanan t\u00fcm veriler o toplant\u0131n\u0131n \u00e7er\u00e7evesini \u015fekillendiriyor<\/p>\n","protected":false},"excerpt":{"rendered":"