Eric Makoski

Eric Makoski

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Newsletter

Bitcoin breaks from stocks as ETF inflows return

Treasury buybacks, renewed ETF demand and regulatory optimism drove crypto sharply higher, setting up a pivotal week for inflation and rates.

US SEC's crypto rulebook proposal: What it means (and doesn't) for you

The US SEC has proposed a new crypto rulebook as markets react to the announcement. The proposal could reshape the regulatory landscape, while questions remain over the durability of recent price moves.

Fear without capitulation: Bitcoin holds firm

Markets enter a pivotal week with the Federal Reserve, oil and geopolitics in focus.

Markets reset as H2 begins: Bitcoin, inflation, and tokenisation

Bitcoin came under pressure as inflation, regulation, and institutional adoption reshaped the market heading into H2.

VIP Desk: Payrolls week becomes crypto’s next macro test

Crypto enters June caught between regulatory progress and fading momentum. With the CLARITY Act advancing and payrolls week ahead, markets remain focused on macro conditions and rate-cut expectations.

VIP Desk: April US spot Bitcoin ETF inflows hit US$2.44B

April marked the strongest US spot Bitcoin ETF inflows since October 2025. US$2.44B over nine straight days. Institutional appetite is real but macro-sensitive; May flows will prove if it's structural.