Crypto Scenario Insights
What happened
Our house view remains 52% neutral as Bitcoin stabilizes after a $727M ETF outflow streak and decentralized AI tokens rally following US policy shifts.
What we think
The crypto market is anchored in a neutral state (52% probability), characterized by low capital velocity and selective narrative rotations.
Read the analysis
Crypto Market Outlook — Neutral Bias Persists Amid AI Narrative Rotation and Stabilizing ETF Flows
We explain what happened and what could follow. We do not forecast prices.