Latest analysis
Every crypto story, decoded into clear scenarios — bullish, bearish and most likely — so you know what each move means for you.
Regulation3 min read
UK FCA Proposes 10% Crypto ETN Cap for Mutual Funds: Structural Breakthrough or Minor Liquidity Ripple?
The UK Financial Conduct Authority (FCA) has proposed allowing UCITS and NURS funds to hold up to 10% of assets in crypto exchange-traded notes (ETNs). While structurally significant for institutional integration, conservative fund mandates and the consultation timeline mean immediate liquidity inflows will remain highly constrained.
Our outlookNeutral 65%
Altcoins3 min read
SUI token unlock narrative emerges — but does macro liquidity support an altcoin rally?
The emergence of SUI's token unlock narrative coincides with restrictive global macro indicators, including an ECB rate hike and stalling corporate Bitcoin demand. While localized volatility is expected, broader liquidity constraints suggest any altcoin rally faces heavy resistance.
Our outlookNeutral 50%