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Market Commentary
Macro & Global Markets
Price Action — Weekly Ranges
Derivatives & Microstructure
U.S Spot ETFs — Institutional Flows
Conclusion & Positioning
July 24, 2026
Market Commentary — Week 30, 2026
BTC ETFs record their strongest week in months (+USD 274MM) and semiconductors rebound, but Brent crosses USD 100 and contains price. BTC touches a seven-week high and closes flat. FOMC on July 28–29.
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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.