AI-powered market analysis and insights

Oil's above $100, the Strait of Hormuz is blockaded, and gold bugs are doing victory laps. Bitcoin, meanwhile, is having an existential moment.

BlackRock's staked Ether ETF adds real yield to spot exposure. Meanwhile, IBIT stayed net positive through a near-50% Bitcoin drawdown. Institutionals are built different.

A $1T deficit, oil tankers getting hit, and inflation making a comeback tour. The macro setup for crypto hasn't looked this spicy in years.