.svg)
Market Commentary
Macro & Global Markets
Price Action — Weekly Ranges
Derivatives & Microstructure
U.S Spot ETFs — Institutional Flows
Conclusion & Positioning
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.