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 21
2026-09-14
Market Insights | Issue 20
2026-09-10
Market Insights | Issue 19
2026-09-10
Market Insights | Issue 18
2026-09-10
Market Insights | Issue 17
2026-09-10
Market Insights | Issue 16
2026-09-10
Market Insights | Issue 15
2026-09-10
Market Insights | Issue 14
2026-09-10
Market Insights | Issue 13
2026-09-10
Market Insights | Issue 12
2026-09-10
Market Insights | Issue 21
August CPI reaccelerated and the two-year added 24 basis points. The largest repricing landed the day before the print, not on it.
2026-09-14
Market Insights | Issue 20
A Fed governor said his statements are conditionals, not commitments. The market priced the commitment anyway, and the next morning's payrolls took it back.
2026-09-10
Market Insights | Issue 19
Congress sat for 67 seconds, the Fed convened the world on payments without saying the word, and all that moved was 14 basis points at the front end.
2026-09-10
Market Insights | Issue 18
Oil broke $90 upward, the 30-year hit a 19-year high, and bitcoin still had its best week since 2023. The chain ran forwards and the last link disobeyed again.
2026-09-10
Market Insights | Issue 17
Bitbase Market Insights, issue 17: oil broke $90 on day one and the hike bid went with it. The Fed held 9-3, July CPI cooled, money funds refilled.
2026-09-10
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.
2026-09-10
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.
2026-09-10
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.
2026-09-10
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.
2026-09-10
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.
2026-09-10