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Market Commentary
Macro & Global Markets
Price Action — Weekly Ranges
Derivatives & Microstructure
U.S Spot ETFs — Institutional Flows
Conclusion & Positioning
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.
August 28, 2026
Market Commentary — Week 35, 2026
ETF flows sustain (BTC +USD 1,126MM, ETH +USD 713.60MM) but decelerate. BTC was rejected at its structural resistance (~USD 80–83K) and lost its first support after Warsh's restrictive turn; September hike odds jump to ~50%. Solana leads with +15.4% and a record inflow.
August 21, 2026
Market Commentary — Week 34, 2026
Digital Assets recorded their largest weekly advance in nearly two years. Treasury liquidity injection signals favorable to Digital Assets from Washington. The second-largest such event on record.