A weekly report for crypto funds, asset managers and digital asset operators. On-chain, macro, institutional flows and market structure, synthesized into one document with a bull, base and bear framework.
Excerpts below are taken from the published Week 21 issue (May 18, 2026). Each tab is one section of the report.
Week 21 · BTC spot ≈ $77,347 on May 18, lowest open of the month
Week 21 · Source: Glassnode
About 140% above the stable-cycle baseline. A steady drag on momentum until the figure compresses.
Week 21 · Sources: BitGo, Nexo, CryptoQuant
Compressed but positive. A thin cash-and-carry yield that has stayed positive through the pullback.
Week 21 · ETFs, custodians and corporate treasuries
The worst weekly outflow since early February, and the end of a six-week inflow streak. Institutions rotated from adding into strength to selling into weakness in a single week.
Week 21 · Fed, rates, dollar and geopolitics
Week 21 · Next one to two weeks · Probabilities are subjective and revised weekly
Every scenario lists its price path, its probability and the catalysts that would confirm it.
The report is built around one question: where does Bitcoin stand this week, and what would change that.
Glassnode, Nexo, BitGo, Hayes, CryptoQuant and CME FedWatch are read, compared and condensed, with the disagreements left visible.
Every support and resistance comes with the cost-basis line, supply cluster or demand zone that explains it.
A bull, base and bear view for the next one to two weeks, so a discussion starts from stated odds.
ETF flows, basis, funding, options and liquidation clusters on adjacent pages, so positioning is read in context.
Sources are cited on the page they support, and market prints are web-verified against live data.
A consistent PDF you can forward to a committee or open in a client meeting, delivered with the email.
The report is aimed at professionals who allocate to, advise on, or operate around Bitcoin.
At crypto funds and family offices.
Use it to anchor the weekly allocation conversation.
At digital asset firms and funds.
Use it as the sourced starting point for your own notes.
At exchanges, custodians and market makers.
Use it to put flows and structure beside the macro picture.
Advising on or allocating to Bitcoin.
Use it as a citable weekly reference for client discussions.
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