.svg)
Market Commentary
Macro & Global Markets
Price Action — Weekly Ranges
Derivatives & Microstructure
U.S Spot ETFs — Institutional Flows
Conclusion & Positioning
August 7, 2026
Market Commentary — Week 32, 2026
A weak jobs report rebalances the Fed and institutional flows return in force (BTC ETFs +USD 763.60MM). BTC and ETH recover ~3%. The CLARITY Act falls short of a vote before the recess; it shifts to September.
July 31, 2026
Market Commentary — Week 31, 2026
The Fed holds rates with a restrictive bias (9-3, three dissenters seek a hike). Crude reverses from USD 100. BTC falls and separates from a booming equity market, but July closes as the sector's best month in a year.
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.
.jpg)
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.