Crypto ETF Weekly Summary
This week’s ETF outflows and price declines reflect macro-driven de-risking and leverage unwinds rather than structural deterioration in crypto network fundamentals.
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Weekly Performance Summary
Market OverReaction to Kevin Warsh incoming Fed Chairman
The nuanced narrative around Warsh’s stance on digital assets complicates the picture. While his monetary policy views are widely interpreted as hawkish relative to recent Fed easing, some past comments suggest he sees Bitcoin as more akin to a store of value (similar to gold) rather than a threat to the financial system. This has
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