One-liners across all four coverage areas: Treasury Companies, Diversified Crypto, Bitcoin Mining, and Macro & Crypto FX.
Bitcoin barely moved this week, yet large parts of the crypto market took a hard hit. The gap between the coin and its tied companies widened sharply, and investors rotated in ways that show where conviction is fading and where it is building. Some tokens rallied on buybacks and upgrades, while others gave back their gains despite strong fundamentals. Meanwhile, the bond market sent a signal that could set the tone for the next move. In this report, we cover 45 assets and highlight which trends matter most for positioning ahead of the Fed meeting.