Willy Woo, New Zealand native living in Hong Kong, has built a 21st century media empire. It runs primarily on Twitter, Telegram and Substack, a newsletter platform, where he helps readers divine bitcoin’s price fluctuations using on-chain data. His newsletter, “The Bitcoin Forecast,” routinely tops Substack’s leaderboard and his tweets sometimes break news from China’s crypto industry. But like all news on social media, it’s worth taking his predictions with a grain of salt.
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Digital assets posted a third consecutive quarter of losses in Q2 2026, the longest losing streak since the 2022 bear market, as institutional capital rotated into AI equities and Bitcoin ETFs recorded their largest quarterly outflow since launch. Our report examines what drove the divergence, where structural adoption continued regardless, and what Q3 signals to watch.
Digital assets posted a third consecutive quarter of losses in Q2 2026, the longest losing streak since the 2022 bear market, as institutional capital rotated into AI equities and Bitcoin ETFs recorded their largest quarterly outflow since launch. Our report examines what drove the divergence, where structural adoption continued regardless, and what Q3 signals to watch.
Why it matters:
Digital assets posted a third consecutive quarter of losses in Q2 2026, the longest losing streak since the 2022 bear market, as institutional capital rotated into AI equities and Bitcoin ETFs recorded their largest quarterly outflow since launch. Our report examines what drove the divergence, where structural adoption continued regardless, and what Q3 signals to watch.
