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 11
2026-06-23
Market Insights | Issue 10
2026-06-23
Market Insights | Issue 9
2026-06-23
Market Insights | Issue 8
2026-06-23
Market Insights | Issue 7
2026-06-23
Market Insights | Issue 6
2026-06-23
Market Insights | Issue 5
2026-06-23
Market Insights | Issue 4
2026-06-23
Market Insights | Issue 3
2026-06-23
Market Insights | Issue 2
2026-06-23
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.
2026-06-23
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.
2026-06-23
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.
2026-06-23
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.
2026-06-23
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.
2026-06-23
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.
2026-06-23
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.
2026-06-23
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.
2026-06-23
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.
2026-06-23
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.
2026-06-23