October delivered a sharp reality check for the cryptocurrency market. For more than a decade, the month had been associated with strong rallies. This time, it ended with widespread losses, fading momentum, and a shift in sentiment. Beneath the surface, technology advances and regulatory decisions continued to reshape the market, setting the stage for a volatile November. Macro and Market Conditions Bitcoin broke its long-standing “Uptober” streak with its first negative Octo

Macro: The Setup for a Fourth-Quarter Rally September was a month of contradiction. On one hand, the Federal Reserve’s first rate cut since 2023 and a weakening dollar ignited optimism across risk assets. On the other hand, Washington’s budget gridlock triggered a partial government shutdown that slowed the release of critical data and disrupted key regulatory timelines, including pending spot ETF approvals. Between those two forces—monetary easing and political dysfunction—t

Summary : August broke the seasonal trend as crypto markets turned red despite post-halving history. Ethereum outperformed Bitcoin thanks...

July brought a collision of politics, capital markets, and crypto-native reflexivity. Traditional finance responded to Trump-era economic...

June 2025: The Month Markets Started Taking Crypto Seriously (Again) The global economy in June offered a contradictory picture: U.S....

Summary This edition dives into the most important stories and narratives from May 2025. We cover the macro backdrop driving markets...

Introduction: Navigating the New Crypto Order April has laid bare the truth investors can no longer ignore: markets are no longer steered...

Executive Summary Decentralized Finance (DeFi) has emerged from experimental protocols in 2018 to a mature ecosystem with billions in...

February 2025 witnessed major developments in the crypto industry, with the U.S. government taking unprecedented steps to integrate...

Summary Bitcoin started the year strong, reaching a new all-time high of $108,000 before retracing to $103,000, maintaining a stable...

TL;DR Key Insights from December: Despite a ~3% decline in December, Bitcoin ended the year with an impressive 120% gain, solidifying its...