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Market Commentary
Macro & Global Markets
Price Action — Weekly Ranges
Derivatives & Microstructure
U.S Spot ETFs — Institutional Flows
Conclusion & Positioning
September 25, 2026
Market Commentary — Week 39, 2026
Demand confirmed: BTC ETFs take in USD 2,251MM and BTC clears resistance. But the ceiling is macro: the Fed leans to hike (Oct >70%) and yields jump to highs. Strategic caution.
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.