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September 18, 2026
Market Commentary — Week 38, 2026
A loaded macro week —CLARITY fails, the Fed hikes for the first time since 2023, the BoJ hits a 31-year high— yet BTC breaks USD 80,000. ETFs turn to buying Friday. Strategic caution.
September 11, 2026
Market Commentary — Week 37, 2026
Core CPI surprises to the upside, lifting Sep 16 hike odds to ~86–90%. Yields at highs, oil above USD 100. BTC ETF outflows; ETH reverses to strong inflow. Focus: Sep 15–16.
September 4, 2026
Market Commentary — Week 36, 2026
BTC reclaims USD 78,000 and tests USD 82,000, but a strong jobs print (162K) hardens the Fed's case and returns it below USD 80,000; September hike odds ~60%. ETF flows hold. Focus: September 15–16.
August 28, 2026
Market Commentary — Week 35, 2026
ETF flows sustain (BTC +USD 1,126MM, ETH +USD 713.60MM) but decelerate. BTC was rejected at its structural resistance (~USD 80–83K) and lost its first support after Warsh's restrictive turn; September hike odds jump to ~50%. Solana leads with +15.4% and a record inflow.
August 21, 2026
Market Commentary — Week 34, 2026
Digital Assets recorded their largest weekly advance in nearly two years. Treasury liquidity injection signals favorable to Digital Assets from Washington. The second-largest such event on record.
August 14, 2026
Market Commentary — Week 33, 2026
The July CPI confirms the moderation of inflation, but BTC ETFs revert to outflows (-USD 329MM) and price retreats: in a lower-liquidity month, flow dominated over macro.
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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.
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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.
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June 14, 2022
How the Digital Assets Ecosystem has Changed Since the Last Bear Market (Spanish)
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June 16, 2022
Lehman Brothers déjà vu in the Digital Asset Ecosystem
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May 16, 2022
Terra's Implosion in the Middle of a Free Falling Market
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