Macro & Policy Drivers
Bitcoin Outlook 2026: What Investors Need to Know
The clean narrative ("stocks down, crypto down") keeps breaking because crypto is being pulled by three different forces at once: 1. Macro is back in…
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Further Analysis & Commentary
Strategy Bitcoin Sale Fears Trigger Fresh Volatility Across Crypto Markets
For years, Michael Saylor's message to investors was blunt: never sell your bitcoin. His company, formerly MicroStrategy, now rebranded as…
ASX Outage Reveals Deeper Failures in Market Infrastructure
When Australia's share market operator can't publish company announcements for more than two hours on a Monday morning, it's not…
Bitcoin Reclaims $90k as Liquidity, ETF Flows and Rate Bets Shift Market Sentiment
Bitcoin has climbed back above US$90,000, ending a month-long selloff that wiped more than US$1 trillion from digital asset valuations…
ASX Set to Rise as Wall Street Rally Lifts Risk Appetite
Australian equities are poised to open stronger on Thursday after Wall Street extended its recovery, supported by renewed confidence that…
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Monthly Investor Memo
September 2025