Why this report matters. We break down the implications below:
This week's Crypto Kickoff covers one of the most important sentiment shifts of 2026: real-money buyers have quietly returned to Bitcoin while crypto equities have already posted some of the strongest single-week returns of the year. ETF inflows are surging, stablecoin minting is at the 84th percentile, and AI-driven re-rating of Bitcoin miners is creating a powerful secondary tailwind.
But the rally is narrow, technicals are overbought, and the Iran wildcard looms larger than most realize. Inside, we break down: exactly what the options market is telling us about near-term risk, why ETH is lagging, and what that means for positioning, the critical price levels that must hold, and what to watch around the Kevin Warsh confirmation hearing this week.
Bitcoin ETFs just recorded their largest single-day inflow since January. Here is what historically happens next. Subscribers this week know the exact price levels where Bitcoin's trend flips, which miners to own and which to avoid, and the one macro event that could reverse everything.
Crypto equities performance last 7 days
Crypto equities have been the stand out performer (here)
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