Market Commentaries

Collection of Timely Market Analyses in
the Digital Assets Ecosystem

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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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November 10, 2022

The Collapse of an Empire: FTX and Alameda Research

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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.

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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.

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June 16, 2022

Lehman Brothers déjà vu in the Digital Asset Ecosystem

The Fall of Celsius, 3AC and its similarities to Lehman Brothers.

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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.

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