Crypto Scenario Insights
What happened
The cryptocurrency market remains anchored in a neutral posture (52% probability), driven by stabilizing spot Bitcoin ETF flows, an AI-related token rotation following US regulatory actions, and a disciplined derivatives…
What we think
The crypto market is in a holding pattern, defined by a dominant 52% neutral outlook. While structural developments—such as SpaceX's $1.3B Bitcoin disclosure and Morpho's $175M institutional raise—provide a long-term fun…
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Crypto Market Outlook — Sideways Consolidation as AI Rotation Fails to Spark Broader Volume Expansion
We explain what happened and what could follow. We do not forecast prices.