Weekly Trader's Insights
Commentary from the trading desk on digital asset markets, positioning and key developments.
Archive
23 editions
Weekly Trader's InsightsWarsh Said Nothing New And The Market Repriced Anyway: Without Forward Guidance, The Data Runs Everything31 August 2026Weekly Trader's InsightsA 23 Percent Rally Built On Four Billion Dollars: The Bottom Is In, The Breakout Is Not24 August 2026Weekly Trader's InsightsPayrolls Come In Negative And The Curve Bull Steepens: Wednesday’s CPI Is The Reset10 August 2026Weekly Trader's InsightsThe Market Questions Fed Credibility As Walsh Talks Tough But Holds Rates3 August 2026Weekly Trader's InsightsA Quick Take on the Fed29 July 2026Weekly Trader's InsightsA Bear Flattener Builds As The Fed Meets Against A Market Favoring Hikes27 July 2026Weekly Trader's InsightsInflation Is Rolling Over While The Curve Prices Hikes: The Cleanest Trade On The Board20 July 2026Weekly Trader's InsightsDeja Vu In The Gulf: Strikes Return, Markets Shrug, A Heavy Event Week Begins13 July 2026Weekly Trader's InsightsWeak Payrolls Pull The Fed Back, Bitcoin Outperforms Tech6 July 2026Weekly Trader's InsightsSaylor Breaks His Own Rule: Bitcoin Sales Begin As First Daily Close Below 60k Arrives30 June 2026Weekly Trader's InsightsWarsh Signals Regime Change At The Fed; Iran Deal Remains Fragile22 June 2026Weekly Trader's InsightsIran Memorandum Signed: Oil Falls, Bitcoin Bounces, But Medium-Term Caution Remains15 June 2026Weekly Trader's InsightsWatershed Friday: US Equities, Yields And The Road Ahead8 June 2026Weekly Trader's InsightsIran Fragile Peace, CLARITY Deadline And Bitcoin Under Pressure1 June 2026Weekly Trader's InsightsIran Peace Deal Hits Oil, But Stagflation Risks Deepen25 May 2026Weekly Trader's InsightsOil, Stagflation And Bitcoin On The 100 Day18 May 2026Weekly Trader's Insights85,000 In Sight As Clarity Act Gets A Date11 May 2026Weekly Trader's InsightsStagflation, Clarity Act And Bitcoin Approaching Bull Territory4 May 2026Weekly Trader's InsightsQuiet Data, Louder Signals27 April 2026Weekly Trader's InsightsRisk Rally To Be Faded20 April 2026Weekly Trader's InsightsEscalation, Not Resolution13 April 2026Weekly Trader's InsightsNow or Never for Clarity6 April 2026Weekly Trader's InsightsThe Taco Trade30 March 2026
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