Crypto Scenario Insights

Macro tailwinds or liquidity trap? Assessing the crypto market rebound

What happened

Crypto markets show resilience following cooling U.S. jobs data, yet persistent ETF outflows and a bearish market structure suggest the current recovery remains fragile.

What we think

The market is currently in a fragile state where macro tailwinds are fighting against heavy institutional selling pressure. The most likely outcome is continued range-bound volatility between $60,000 and $65,000.

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Macro tailwinds or liquidity trap? Assessing the crypto market rebound

We explain what happened and what could follow. We do not forecast prices.

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