Market Insights
A recurring market-commentary column tracking price action, capital flows, and the macro-to-crypto signals that shape each cycle.
Market Insights
A recurring market-commentary column tracking price action, capital flows, and the macro-to-crypto signals that shape each cycle.
Market Insights | Issue 16
2026-07-27
Market Insights | Issue 15
2026-07-22
Market Insights | Issue 14
2026-07-20
Market Insights | Issue 13
2026-07-20
Market Insights | Issue 12
2026-07-20
Market Insights | Issue 11
2026-07-20
Market Insights | Issue 10
2026-07-20
Market Insights | Issue 9
2026-07-20
Market Insights | Issue 8
2026-07-20
Market Insights | Issue 7
2026-07-20
Market Insights | Issue 16
Brent topped $100 and July hike odds tripled to 38%. The ETF streak hit seven days then broke on IBIT's largest-ever outflow. Money funds fell a second week.
2026-07-27
Market Insights | Issue 15
Bitbase Market Insights Issue 15 (July 13-19, 2026): June CPI cooled to 3.5% and lit a relief rally, but the energy slump behind it reversed the same week.
2026-07-22
Market Insights | Issue 14
Bitbase Market Insights Issue 14 (Jul 6-12, 2026): the spot-Bitcoin-ETF outflow turn broadened with BlackRock back in front, as Strategy sold bitcoin.
2026-07-20
Market Insights | Issue 13
Bitbase Market Insights Issue 13 (Jun 29-Jul 5, 2026): a cold jobs report and a dovish Fed chair drove Bitcoin back above $63,000 in a V-shaped recovery.
2026-07-20
Market Insights | Issue 12
Market Insights Issue 12: Bitcoin breaks below $60K to a 20-month low as a hot May PCE validates the Fed's hawkish pivot and spot-ETF outflows extend.
2026-07-20
Market Insights | Issue 11
Bitbase Research Market Insights 11: Warsh's hawkish Fed hold flipped the dot plot to a hike and spot BTC ETFs bled −$227.5M, gating any BTC bottom.
2026-07-20
Market Insights | Issue 10
Bitbase Research Issue 10: selling eased and Bitcoin steadied near $59K-$64K, but buyers stayed away as SpaceX's record $75B IPO drew off demand.
2026-07-20
Market Insights | Issue 9
Bitbase Research Issue 9: Bitcoin hit a $59,100 cycle low on June 6, driven by a record 13-session ETF outflow and Strategy's first BTC sale in years.
2026-07-20
Market Insights | Issue 8
Bitbase Market Insights #8: CME ends the weekend gap with 24/7 trading, a nine-session Bitcoin ETF outflow, HYPE's record, plus Polymarket and Kalshi.
2026-07-20
Market Insights | Issue 7
Bitbase Market Insights #7: the largest FOMC dissent in 33 years, Warsh's Fed chairmanship, a $1.26B Bitcoin ETF outflow, and HYPE's record high.
2026-07-20