Independent analysis on digital asset markets, regulation, and emerging trends

Access is available to asset managers, allocators, family offices, and buy-side professionals.

NEWEST

See all

Macro

Insight

Markets

Report

Crypto Week Ahead: FOMC Crossfire, Peace Dividend, ETF Reckoning

Oil is falling, the Fed is pausing, and ETF flows are stirring back to life, but Bitcoin’s bounce still sits on fragile ground as geopolitics, macro policy, and institutional positioning collide in a high-stakes week.

Jun 15, 2026

•

10 min read

Bitcoin Reclaims $65K as Iran Peace Deal Eases Oil Shock, But ETF Demand Keeps Fading

Bitcoin ETF trading volume has fallen 78% from its October 2025 peak to $960 million per day even as BTC reclaimed $65,000 on U.S.–Iran peace deal relief. Galaxy Research's bottom-signal framework shows only 4 of 13 historical indicators have triggered, with a base case floor of $40K–$46K. The week ahead centres on Kevin Warsh's first Fed decision and May retail sales data.

Jun 15, 2026

•

4 min read

Crypto's Dangerous Summer: What to Watch, What to Fear?

From central banks to Apple’s AI moment, three interconnected catalysts could decide whether crypto stabilizes or slips further.

Jun 9, 2026

•

7 min read

Bitcoin Suffers Worst Week Since 2024 as ETF Outflows Hit Record Pace

Bitcoin spot ETFs shed $1.72 billion in the week of June 1–5, extending net redemptions to four consecutive weeks at a 30-day average of -2,450 BTC per day — the fastest sustained outflow pace since launch. BRN's analysis finds the drawdown reflects a structural shift in institutional demand rather than a single-event shock, with $5.7 billion in long liquidations, $1.3 billion per day in realized losses, and CEX spot volume at its lowest level since October 2023 complicating near-term recovery.

Jun 8, 2026

•

5 min read

Bitcoin’s Selloff is Bigger Than Saylor as AI Stocks Pull Capital Away From Crypto

The market is blaming a small sale, but the real pressure is structural. As ETF redemptions accelerate and AI stocks dominate returns, Bitcoin is losing the capital allocation battle that once fueled its momentum.

Jun 8, 2026

•

6 min read

The War Premium for Stablecoins

How the Iran conflict reshaped stablecoin demand, issuer revenue, and market structure — and what it means for institutional allocators.

Jun 5, 2026

•

3 min read

The Week That Could Break Bitcoin's Stalemate, Or Deepen It

With ETF sentiment deteriorating and macro data looming, Bitcoin faces a narrow path higher and a wide-open downside.

Jun 2, 2026

•

8 min read

Crypto Market Remain Split as Bitcoin Funds Bleed and HYPE Continues to Draw Demand

Bitcoin spot ETFs recorded $1.42 billion in net outflows for May 25–29, the third consecutive billion-dollar redemption week, as the macro-hedge bid tied to geopolitical risk premium unwinds. BRN finds 8.33 million BTC now underwater, with spot selling accelerating and whale distribution pressuring rebounds, while XRP, SOL and HYPE funds continued to attract inflows.

Jun 1, 2026

•

4 min read

AI Tokens Are Rallying Again in 2026 as Investors Search Beyond Bitcoin

AI tokens are back in focus as capital rotates beyond Bitcoin, but this cycle hinges less on hype and more on whether real compute demand, usage, and fees can justify fast-rising valuations.