CoinEx News: The week's main driver is a packed US data calendar, capped by the June jobs report — pulled early to Thursday, July 2 because US markets close July 4. That data matters more than usual because the Fed has flipped the debate: at its June 17 meeting it dropped its earlier rate-cut projection for a hike-leaning path. Alongside it, the 60-day US-Iran ceasefire is fraying after a June 27 attack on a Gulf tanker drew a second night of US airstrikes, even as both sides say talks continue.

The swing factor is the Fed path — strong jobs data, or an oil spike if the truce breaks, would harden the "higher-for-longer" rate view that has weighed most on BTC and ETH. For BTC and ETH, that removes the rate-cut cushion markets had counted on earlier this year, leaving this week's data as the near-term driver of whether the current range holds.