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Newsletter · By Ryan Allis · English · Paid tier available · Official site

Indexed issues, last 90 days
13
Latest publication
Sep 29, 2026
Audience
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Earliest in this view
Jul 7, 2026

Latest issues

  1. Issue · Sep 29, 2026

    BTC ETFs Flip Positive for 2026 (opens the original)

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    Where Crypto Capital Flows Meet Market Intelligence.🗓️ Tuesday, September 29, 2026 | Est. read time: 7 minutesTL;DRBitcoin closed near $84,449 (CoinGecko, Sept 27 close), hitting an eight-month high above $86,500 on Monday.BTC ETFs turned positive for 2026 after $2.8B in inflows (Sep 18 - Sep 25) erased a $5.8B YTD deficit. Net inflows are now +800M for the year. BitMEX permanently shut down on Sept 23 after twelve years. The exchange that invented crypto perpe

  2. Issue · Sep 22, 2026

    SEC Fills CLARITY Vacuum (opens the original)

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    Where Crypto Capital Flows Meet Market Intelligence.🗓️ Tuesday, September 22, 2026 | Est. read time: 7 minutesTL;DRBitcoin closed at $81,169 (CoinGecko, Sep 20 close), up nearly 5.7% w/w after both twin catalysts landed.CLARITY Act failed cloture 49-50 on Sep 15. Four Republicans defected. Effectively dead for 2026.Fed hiked 25bp to 3.75-4.00% on Sep 16 in a unanimous 12-0 vote. First hike since July 2023. Dot plot shows 1

  3. Issue · Sep 15, 2026

    Two Catalysts. One Big Week (opens the original)

    Excerpt · Neutral tone

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    Where Crypto Capital Flows Meet Market Intelligence.🗓️ Tuesday, September 15, 2026 | Est. read time: 7 minutesTL;DRBitcoin closed near $76,819 (CoinGecko, Sep 13 close), down 4.4% w/w after touching $76.5K midweek.August CPI ran core 0.1pp hot: 0.3% MoM vs 0.2% expected. Headline 0.4% MoM, 3.4% YoY (in line).September Fed hike odds jumped to over 86% on CME FedWatch.CLARITY Act cloture vote to

  4. Issue · Sep 8, 2026

    21 Banks. One Stablecoin. (opens the original)

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    Where Crypto Capital Flows Meet Market Intelligence.🗓️ Tuesday, September 8, 2026 | Est. read time: 7 minutesTL;DRBitcoin climbed back to $80,350 (BTC close per Coinglass), after touching $76K midweek. All four majors closed green (as of Sunday, Sep 6).21 major banks committed to a joint USD stablecoin on Sept 1, including BofA, Citi, Goldman, Deutsche, UBS, and Wells Fargo. Target: H1 2027.August NFP blowout: 162K jobs<st

  5. Issue · Sep 1, 2026

    Jackson Hole Sinks Bitcoin (opens the original)

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    Where Crypto Capital Flows Meet Market Intelligence.🗓️ Tuesday, September 1, 2026 | Est. read time: 7 minutesTL;DRBitcoin reversed from $80,258 midweek (Aug 27), closing the week near $77K to $78K, per Coinglass, after Warsh’s hawkish Jackson Hole speech elevated September rate-hike odds.Spot BTC ETFs snapped a nine-day $3.04B streak (Aug 17-27) with a $201.81M outflow on Aug 28; ETH inflow streak extended to ten days, bringing in roughly $1.52B.

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