Bitcoin demand returns, giving bulls fuel to turn $72K to support north Bitcoin buy-side activity in the spot and futures markets supports the current rally toward $72,000, while short-term holders eased up on selling, increasing the chances of bulls taking control of BTC's price direction.
Ceasefire Lifts Animal Spirits north Risk appetites have been excited by the two-week cease fire in the Middle East. Stocks and bonds have rallied strongly. The precious metals are higher. May WTI is off more than 15%. June Brent is about 13% lower. The US dollar is weaker against all the G10 and emerging market currencies that [...]
On the Edge of the Abyss north The dollar is mostly narrowly mixed against the G10 currencies. Leaving aside the Swedish krona, which has fallen nearly 0.75% on the back of an unexpected soft March CPI, the other G10 currencies are +/- less than 0.2%. Investors remain on edge ahead the US ultimatum deadline, which is in the [...]
Cease-Fire Hopes Blunt US Ultimatum north The US deadline on Tehran for re-opening the Strait of Hormuz has subtly shifted until tomorrow. The holiday-thinned market initially bought dollars and oil and took risk off in response to the continued attacks and the escalation of US rhetoric. However, negotiations, apparently led by [...]
Solana Ecosystem Roundup: March 2026 north March brought a dense run of developments across regulation, real-world assets, enterprise infrastructure, payments, consumer apps, and protocol design. SOL received a clearer regulatory designation in the U.S., RWA activity on Solana reached new highs across holders, value, and lending. [...]
Week Ahead: Its Still Mostly about the War north The Middle East war remains the dominant fundamental condition. There continues to be some indication that market participants are hopeful of a resolution soon. The May WTI contract settled near $111.55 last week, which appears to build in the risk of near-term escalation, but the June [...]