The Week On-chain Yields Anchor, Capitulation Grinds Elevated yields keep Bitcoin anchored near cycle lows while gold and oil rally. On-chain, price sits below both key cost bases in a shallow capitulation. Perpetual demand improves but US spot lags and volatility compresses. The bottoming process is underway, exhaustion is not.
Market Pulse BTC Market Pulse: Week 34 Bitcoin holds near $63.6k as weak spot liquidity, ETF outflows and loss realization keep conditions subdued. Stabilising capital flows suggest selling pressure may be easing, but conviction remains limited.
The Week On-chain Trigger Happy Bitcoin is wound tight between converging cost-basis levels on the quietest tape since 2019. Sellers are tiring and buyers are absent, yet leverage has already pulled the trigger on a recovery the data does not yet support.
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Market Pulse BTC Market Pulse: Week 33 Bitcoin has stabilised near $65k, with stronger taker demand, robust institutional inflows and easing downside hedging. However, subdued spot liquidity and weak on-chain activity suggest the recovery remains tentative.
The Week On-chain Priced For Nothing, Reacting To Everything Global markets broke to records while Bitcoin stood still. This edition traces that stillness: a theft the market slept through, bottom signals arriving through boredom rather than capitulation, and an options market priced for nothing while sentiment reacts to everything.
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Market Pulse BTC Market Pulse: Week 32 Bitcoin has slipped to ~$62.6k as spot demand remains weak and derivatives stay defensive. Stronger on-chain activity, resilient holders and ETF inflows offer support, but conviction remains muted.
The Week On-chain Paid to Wait Treasuries out-yield the crypto carry trade for only the second time on record, and the downstream surfaces have gone quiet with it: spot volume at its lowest since 2019, exchange flows becalmed, the offer side of the book thinned out. The drawdown is shallow, and short of its predecessors' clock.
Market Pulse BTC Market Pulse: Week 31 Bitcoin rebounded from $64K to $65.1K but remains range-bound. Softer leverage, ETF outflows and muted on-chain activity signal cautious consolidation despite resilient holders.
Strategy Watch #6 Our monthly analysis of strategy performance and capital flows in digital assets. We examine fund returns, structured product trends, and allocator shifts to reveal how institutional demand and exposure are evolving across crypto markets.
The Week On-chain Optimism Meets Overhead Shorts have folded, hedges are off, and ETF flows have flipped positive, the strongest positioning shift of the year. The rally it fuels is now arriving at the supply walls that define this bear market, and what happens at the Short-Term Holder Cost Basis decides what the squeeze becomes.
Market Pulse BTC Market Pulse: Week 30 $BTC is consolidating near $64.5K, supported by strong profitability and stable derivatives. Rising hot capital and sell-side pressure, however, leave the market increasingly sensitive to volatility.
Market Vectors The Altcoin Vector #63 This week's professional-grade insights into crypto's most volatile frontier. Identify high-conviction setups across altcoin markets with this exclusive weekly report.
The Week On-chain Green Shoots Bitcoin's bottom is still building, but its character is shifting. Long-term holder capitulation is cooling, buyers absorbed the June lows, and price is climbing back toward the levels that capped it
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Market Pulse BTC Market Pulse: Week 29 BTC recovered toward $64K, but weak spot participation and subdued on-chain activity suggest the move lacks broad conviction. Institutions are returning, while options remain defensive.
Market Vectors The Altcoin Vector #62 This week's professional-grade insights into crypto's most volatile frontier. Identify high-conviction setups across altcoin markets with this exclusive weekly report.
The Week On-chain Bottom Building in Progress Bitcoin remains in deep value after five months below key investor cost bases. Long-term holder capitulation is accelerating while ETF flows stay negative. Derivatives have de-risked but the options surface retains a defensive tilt. The bottoming process is advancing, but not yet complete.
Market Pulse BTC Market Pulse: Week 28 Bitcoin's easing into consolidation. Selling has cooled, futures longs are piling back in, and options traders aren't as spooked about downside anymore. ETF outflows are drying up too. Hot capital is creeping back though, which could stir up volatility even as profits climb.
Market Vectors The Altcoin Vector #61 This week's professional-grade insights into crypto's most volatile frontier. Identify high-conviction setups across altcoin markets with this exclusive weekly report.
The Week On-chain Accumulation Beneath the Surface $BTC has fallen below $60K as institutional outflows and defensive options positioning continue to weigh on sentiment. Beneath the surface, however, long-term holders and patient buyers are beginning to absorb supply, hinting at the early stages of a bottoming process.
Market Pulse BTC Market Pulse: Week 27 $BTC fell from around $63K to a local low near $58K before stabilising around $60K. Defensive positioning persists across spot, derivatives and ETFs, while on-chain activity suggests the market remains in consolidation.
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Strategy Watch #5 Our monthly analysis of strategy performance and capital flows in digital assets. We examine fund returns, structured product trends, and allocator shifts to reveal how institutional demand and exposure are evolving across crypto markets.
