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Bitcoin Market Monitor
The Bitcoin Miners
Bitcoin’s Corporate Demand Is Narrowing
Bitcoin Treasuries Report, January 2026
Jan 14
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3
1
Bitcoin’s Problem Is Demand, Not Macro
Supportive markets haven’t translated into sustained inflows
Jan 12
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6
1
Volatility in Bitcoin ETF Flows
Also The Crypto Market Is Re-Composing & Mixed Signals From the Federal Reserve
Jan 9
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10
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Bitcoin Is Running Ahead of ETF Demand
Bitcoin ETFs Report, January 2026
Jan 7
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7
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When Does Bitcoin’s Price Actually Matter?
Calibrating Momentum Risk and Continuation Odds
Jan 5
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Bitcoin Is Fairly Priced Relative To The Stock Market
Nov 27, 2024
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Bitcoin's Road to $150,000
Jan 20, 2025
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25
5
Bitcoin's price after the halving: updating the model
Mar 11, 2024
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Bitcoin On-Chain Activity is Flashing Warning Signs
Jan 15, 2025
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Bitcoin Market Monitor - January 2026
Your monthly read on Bitcoin’s cycle, from macro to flows.
Jan 4
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Bitcoin’s Multi-Year Outperformance Streak Has Stalled
Also 2025 Is Bitcoin’s Least Volatile Year of the Past Decade & The Federal Reserve Is Done Shrinking Its Balance Sheet
Jan 2
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Bitcoin, Gold, and the Limits of Diversification in 2025
Bitcoin Portfolio Impact Report, December 2025
Dec 31, 2025
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6
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How Does Bitcoin’s Tight Range Usually Resolve?
What history says about duration, breakouts, and payoff asymmetry.
Dec 29, 2025
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4
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Bitcoin ETFs Lack a Sustained Inflow Streak
Also Looser Financial Conditions Bias Bitcoin Returns to the Upside & Bitcoin Trades Like a Risk-On Asset, Not Like Gold
Dec 26, 2025
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10
Late-Cycle Signals Are Flashing Caution for Bitcoin
Bitcoin On-Chain Activity Report, December 2025
Dec 24, 2025
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Bitcoin’s Macro Backdrop Is Improving and Flows Are Close to Turning
Financial conditions are easing, ETF outflows are fading, and the odds are shifting toward recovery
Dec 22, 2025
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6
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Bitcoin Is Building a Base as ETF Flows Stabilize
Also Ethereum’s Discount Reflects Weak Demand, Not Opportunity & Inflation Numbers You Can’t Fully Trust
Dec 19, 2025
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Bitcoin In A Fragile Flow Regime
Bitcoin Correlations Report, December 2025
Dec 17, 2025
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Ecoinometrics
Bitcoin Macro Intelligence for Professional & High-Net-Worth Investors: Institutional-grade research on Bitcoin’s macro trends, ETF flows, and market regimes.
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