Fed Rate Cut Uncertainty Drives Selective Recovery in the "Red September"

Spt 07,2025

Executive Summary Bitcoin defied historical "Red September" patterns, trading above $110K as 89% probability of Fed rate cuts shifted market sentiment, while Ethereum ETFs faced $447M outflows amid institutional rebalancing. Solana's meme coin ecosystem exploded with Pump.fun generating $72M in buybacks and 23,640 new tokens daily, as DeFi security incidents surged 15% with $163M stolen across 16 attacks, highlighting growing systemic risks in an increasingly complex crypto landscape. For the w

Institutional Rotation Drives Ethereum Surge Amid Fed Policy Shifts

Spt 08,2025

Executive Summary: Ethereum ETFs dominated with record-breaking inflows of $4.2 billion throughout the week, more than doubling Bitcoin's performance as institutions rotate toward yield-generating assets. Jerome Powell's Jackson Hole speech triggered $900M in crypto liquidations but ultimately reinforced expectations for September rate cuts, while whale selling activity intensified with $2.7B BTC liquidation fueling ETH accumulation. XRP surged past $3 before consolidating, suggesting selective

Clarity in US Regulatory Framework Drives Derivatives-Led Crypto Market

Aug 25,2025

AscendEX Weekly News Digest (Week 34 of 2025: August 15-22) Executive Summary US regulatory clarity emerges as SEC Chair Paul Atkins signals most crypto tokens are not securities through "Project Crypto" initiative, while Bitcoin ETF outflows of $1.17B over five consecutive days reflect institutional profit-taking following BTC's $124K all-time high. Ethereum maintains outperformance with 67% perpetual futures volume dominance, suggesting continued "alt season" rotation despite derivative-drive

AscendEX Sunday Briefing (2.11-2.18)

Feb 26,2024

Something to remember: “One does not beg the sun for mercy, and one does not hunt for sand in the dessert” The Week Ahead What’s driving markets? Grayscale outflows continue, but cumulative inflows taking into account the other ETF issuers have more than offset the selling. Bitcoin market dominance dropped 2% last week while the broader crypto market capitalization climbed 9.62%. Multiple FOMC members are set to deliver speeches throughout the upcoming week, where the market will be watching cl

AscendEX Sunday Briefing (1.21-1.28)

Jan 26,2024

Something to remember: “There is a time to go long, a time to go short and a time to go fishing.” The Week Ahead What’s driving markets? Coming to terms with disappointing first-week price action in a world with Bitcoin spot ETFs, the market trickled down 1.5% as centralized exchange volume experienced a nearly 40% drop while BTC dominance remained stable. As Grayscale continues the process of converting its Bitcoin Trust (GBTC) into an ETF, they have been liquidating spot BTC via Coinbase. Tra