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