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 26
2026-11-11
Market Insights | Issue 25
2026-11-07
Market Insights | Issue 18
2026-11-07
Market Insights | Issue 17
2026-11-07
Market Insights | Issue 16
2026-11-07
Market Insights | Issue 15
2026-11-07
Market Insights | Issue 14
2026-11-07
Market Insights | Issue 13
2026-11-07
Market Insights | Issue 10
2026-11-07
Market Insights | Issue 9
2026-11-07
Market Insights | Issue 26
Issue 25's buyer kept buying back preferred from USD Cash, now $132.7m. The Fed held with two dissents for a hike, and the first GENIUS Act final rule arrived.
2026-11-11
Market Insights | Issue 25
Issue 24's buyer was selling stock; the next two filings sold $36.7m and bought back $368.7m of preferred. The thirty-year set a 2026 high, then broke 5.50%.
2026-11-07
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.
2026-11-07
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.
2026-11-07
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.
2026-11-07
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.
2026-11-07
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.
2026-11-07
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.
2026-11-07
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.
2026-11-07
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.
2026-11-07