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August 7, 2026
Market Commentary — Week 32, 2026
A weak jobs report rebalances the Fed and institutional flows return in force (BTC ETFs +USD 763.60MM). BTC and ETH recover ~3%. The CLARITY Act falls short of a vote before the recess; it shifts to September.
July 31, 2026
Market Commentary — Week 31, 2026
The Fed holds rates with a restrictive bias (9-3, three dissenters seek a hike). Crude reverses from USD 100. BTC falls and separates from a booming equity market, but July closes as the sector's best month in a year.
July 24, 2026
Market Commentary — Week 30, 2026
BTC ETFs record their strongest week in months (+USD 274MM) and semiconductors rebound, but Brent crosses USD 100 and contains price. BTC touches a seven-week high and closes flat. FOMC on July 28–29.
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July 17, 2026
Market Commentary — Week 29, 2026
June CPI surprises to the downside (-0.4%), the largest decline since April 2020. Fed hike odds fall from 40% to 17%. BTC ETFs revert to negative (-56.80MM). Semiconductor correction: a new risk focus.
July 3, 2026
Market Commentary — Week 27, 2026
Warsh: “inflation risks have come down.” June jobs 57K vs 115K. BTC ETFs reverse +223.50MM Thursday. Brent touches USD 71. BTC +3.5%, ETH +9.6%, SOL +12%. Glassnode: LTH accumulating.
June 26, 2026
Market Commentary — Week 26, 2026
PCE 4.1%. BTC ETFs -1,342MM. MOU advances in Switzerland but Iranian drones Friday. SOL +5.0%. BTC conviction: institutional infrastructure more robust than ever.
June 19, 2026
Market Commentary — Week 25, 2026
MOU signed at Versailles (implementation uncertain). FOMC dot plot pivots to hikes. BTC consolidates -1.4%. ETH +1.7%. SOL +2.2% with positive flows. BTC ETFs decelerate to -227MM.
June 12, 2026
Market Commentary — Week 24, 2026
Stabilization: BTC +7.9%, ETFs decelerate ~70%. Trump cancels strikes, signals deal. CPI 4.2% but core moderates. ETH Monday +82MM. Warsh FOMC next week.
June 5, 2026
Market Commentary — Week 23, 2026
Year’s deepest correction: BTC -18%, ETH -22%, SOL -22%. May jobs 172K (double consensus). Strategy sells 32 BTC for dividends. Thursday ETFs turn positive.
May 29, 2026
Market Commentary — Week 22, 2026
Trump announces Hormuz blockade lifting; 60-day MOU. BTC ETFs -1,290MM in 3 sessions. S&P/Nasdaq ATH. PCE 3.8%.
May 22, 2026
Market Commentary — Week 21, 2026
Moody’s downgrades U.S. from Aaa to Aa1 (first time in >100 years). BTC ETFs -1,151MM (year’s largest; IBIT -939MM). Warsh first week as Chair. Iran stalled. SOL only positive.
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May 15, 2026
Market Commentary — Week 20, 2026
Warsh confirmed as Fed Chair 54-45. April CPI 3.8% (highest since May 2023). BTC ETFs -705MM (year’s largest outflow). SOL only positive +58MM. CLARITY Act advances.
May 8, 2026
Market Commentary — Week 19, 2026
Project Freedom paused on negotiation progress. Rubio: Operation Epic Fury concluded. 14-point MOU in negotiation. Dow crosses 50,000. CLARITY Act advances. BTC ETFs +777MM.
May 1, 2026
Market Commentary — Week 18, 2026
FOMC holds rates 8-4 (largest dissent since 1992). Powell’s final presser. Trump rejects Iran proposal, Brent touches USD 126. BTC ETFs -467MM but price resilient.
April 24, 2026
Market Commentary — Week 17, 2026
Ceasefire extended indefinitely. S&P 500 and Nasdaq new ATHs. BTC ETFs +809.30MM (2026 record). Strategy surpasses BlackRock with 815,061 BTC.
April 17, 2026
Market Commentary — Week 16, 2026
Hormuz declared open. S&P 500 crosses 7,100 (ATH). Core CPI and PPI below expectations. ETFs positive across BTC, ETH, and SOL simultaneously.
April 10, 2026
Market Commentary — Week 15, 2026
U.S.-Iran ceasefire brokered by Pakistan. Oil plunges. S&P 500 seven-session streak. BTC ETFs +531MM, best week of 2026.
April 3, 2026
Market Commentary — Week 14, 2026
Dated Brent hits USD 141 (highest since 2008), Iran April 6 deadline without agreement, payrolls +178K on Good Friday. BTC ETFs +22.20MM, ETH -42.10MM.
March 27, 2026
Market Commentary — Week 13, 2026
Record BTC options expiry (USD 14.16B), Iran deadline extended to April 6, BTC and ETH ETFs with outflows. Cautious sentiment.
March 20, 2026
Market Commentary — Week 12, 2026
BTC touches USD 75,912 on Tuesday in short squeeze, pulls back to ~USD 69,907. Fed holds rates (11-1) with hawkish dot plot. February PPI +0.7% doubles expectations. Iran strikes Qatar infrastructure; Israel commits to reopening Hormuz. BTC ETFs accumulate +USD 145.1MM net weekly.
July 4, 2022
The Tough Road To A Spot Bitcoin ETF
A Spot Bitcoin ETF has been unsuccessful so far. Learn why and the future of a Spot Bitcoin ETF in this Solidus Intelligence Report.
June 14, 2022
How the Digital Assets Ecosystem has Changed Since the Last Bear Market (Spanish)
As in traditional markets, where contagions also occur, in the Digital Assets Ecosystem it is also necessary to be alert to systemic risks.
June 16, 2022
Lehman Brothers déjà vu in the Digital Asset Ecosystem
The Fall of Celsius, 3AC and its similarities to Lehman Brothers.
May 16, 2022
Terra's Implosion in the Middle of a Free Falling Market
Terra's demise and it's consequences are analyzed by our Intelligence Team.