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