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 6
2026-07-20
Market Insights | Issue 5
2026-07-20
Market Insights | Issue 4
2026-07-20
Market Insights | Issue 3
2026-07-20
Market Insights | Issue 2
2026-07-20
Market Insights | Issue 1
2026-07-20
Market Insights | Issue 6
Bitbase Market Insights Issue 6: macro shock overruns crypto, BTC ETFs post $1.0B outflows ending a six-week streak, and Warsh wins a 54-45 Fed vote.
2026-07-20
Market Insights | Issue 5
Bitbase Market Insights Issue 5: the BTC ETF reversal consolidates, MMF assets surge $122.35B, and Kraken's Bitnomial deal lands three CFTC licenses.
2026-07-20
Market Insights | Issue 4
Bitbase Market Insights Issue 4: BTC ETF inflows reverse to outflows, MMF assets fall below $7.70T, and the CFTC Perpetual Futures vacuum persists.
2026-07-20
Market Insights | Issue 3
Bitbase Research Market Insights Issue 3: a third straight week of spot Bitcoin ETF inflows lifts AUM near $102B as TradFi perpetuals join the board.
2026-07-20
Market Insights | Issue 2
Bitbase Research Market Insights Issue 2 (Apr 13–17): the Strait of Hormuz whipsawed markets, yet it was the strongest Bitcoin ETF week since January.
2026-07-20
Market Insights | Issue 1
Bitbase Research Market Insights, inaugural edition (Apr 6–12): Morgan Stanley debuts the first major US bank spot Bitcoin ETF, MSBT, at a 14bp fee.
2026-07-20