
Analyzing the impact of the Iran ceasefire, implications for the Fed, and why Bitcoin outperformed
Weekly Market Commentary
Apr 10, 2026

We are keeping a neutral outlook on crypto markets for Q2 2026 as the rapid trading regime shifts in recent weeks have made directional views highly unreliable.
Monthly Outlook
Apr 6, 2026

How Iran Is Repricing Crypto Shocks, AI Bottlenecks, and the Next Chapter of Tokenization
Weekly Market Commentary
Apr 3, 2026



