We analyse whether BTC can return to those levels.
Executive Summary
Institutional Bid for BTC Remains Intact
Market Signals
Bitcoin’s False Breakout as Macro Becomes a Headwind
General Macro Update
Fed Policy Held Hostage by Energy Shock as Inflation Risks Re-Emerge
Energy Shock Reprices Global Rates and Reshapes Policy Expectations
Crypto in the News
SEC Approves Nasdaq Tokenisation Framework: A Structural Shift in US Market Infrastructure
FTX Recovery Trust’s Fourth Distribution: $2.2 Billion Payout Marks Late-Stage Bankruptcy Resolution
Morgan Stanley Advances Spot Bitcoin ETF Filing as Institutional Adoption Remains Early
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