Crypto Scenario Insights
What happened
Bitcoin reclaimed $60,000 following dovish-leaning remarks from Fed Chair Kevin Warsh. While treasury-linked stocks like MSTR and ASST saw volatility, the broader market remains anchored by sustained ETF outflows.
What we think
Bitcoin's reclaim of $60,000 is primarily a reaction to macro-economic rhetoric rather than a change in institutional capital allocation.
Read the analysis
Bitcoin Recovers $60k: Macro Relief or Temporary Liquidity Bounce?
We explain what happened and what could follow. We do not forecast prices.