Crypto Scenario Insights
What happened
The crypto market remains anchored in a neutral regime, with a 50% probability of sideways consolidation as institutional infrastructure growth balances macro headwinds from Tokyo and Washington.
What we think
Our aggregate house view remains 50% Neutral, reflecting a market caught between robust institutional infrastructure and tightening macroeconomic conditions.
Read the analysis
Crypto Market Outlook — Sideways Consolidation Dominates Amid Macro Shifts and Spot ETF Volume Stabilization
We explain what happened and what could follow. We do not forecast prices.