Cooler Inflation Sparks Rebound as Hike Risk Persists
A 3.5% CPI print, three hawkish FOMC dissents, and renewed Iran strikes drove a broad rebound across digital assets in July. Every CF Benchmarks index rose, fund flows turned positive at $409 million after eight weeks of outflows, and crypto diverged from tech as the Nasdaq fell 3.2%.
Mark Pilipczuk
Hawkish Fed & Geopolitical Fragility Broaden Drawdown
A hawkish Fed, a 4.2% CPI print, and fragile Iran diplomacy drove a broad, steep drawdown across digital assets in June. Every CF Benchmarks index fell, fund outflows hit a 2026 high near $4.1 billion, and investors stayed defensive as rate-cut hopes faded and the war premium lingered.
Mark Pilipczuk
Fragile Peace, a Fractured Fed, and a Tentative Bounce
Our market recap offers a concise overview of key blockchain categories and their recent price action within the broader market context, providing valuable insights for investors and industry practitioners.
Mark Pilipczuk
War, the Fed, and a Market on Edge
Our market recap offers a concise overview of key blockchain categories and their recent price action within the broader market context, providing valuable insights for investors and industry practitioners.
Gabriel Selby
Regulatory Gridlock and Geopolitical Shock
Our market recap offers a concise overview of key blockchain categories and their recent price action within the broader market context, providing valuable insights for investors and industry practitioners.
Mark Pilipczuk
Policy Paralysis, Fed Fog & Shutdown Risks Extend Sell-Off
Our market recap offers a concise overview of key blockchain categories and their recent price action within the broader market context, providing valuable insights for investors and industry practitioners.
Gabriel Selby
Data Delays & Defensive Tilts
Our market recap offers a concise overview of key blockchain categories and their recent price action within the broader market context, providing valuable insights for investors and industry practitioners.
Gabriel Selby
Sell-Off Intensifies Amid Fed Uncertainty
Our market recap offers a concise overview of key blockchain categories and their recent price action within the broader market context, providing valuable insights for investors and industry practitioners.
Gabriel Selby
Policy Progress & Portfolio Pressures
Our market recap offers a concise overview of key blockchain categories and their recent price action within the broader market context, providing valuable insights for investors and industry practitioners.
Gabriel Selby
Fed Easing & SEC Progress Counter Seasonal Weakness
Our market recap offers a concise overview of key blockchain categories and their recent price action within the broader market context, providing valuable insights for investors and industry practitioners.
Gabriel Selby
Smart Contract and DeFi Tokens Lead Amid Mixed Macro Influences
Our market recap offers a concise overview of key blockchain categories and their recent price action within the broader market context, providing valuable insights for investors and industry practitioners.
Gabriel Selby
Regulatory Wins Fuel Broad-Based Rally
Our market recap offers a concise overview of key blockchain categories and their recent price action within the broader market context, providing valuable insights for investors and industry practitioners.
Gabriel Selby
Bitcoin Consolidates as GENIUS Act Progresses
Our market recap offers a concise overview of key blockchain categories and their recent price action within the broader market context, providing valuable insights for investors and industry practitioners.
Gabriel Selby
ETF Inflows Lift Bitcoin as New Tax Bill Lifts Spending
Our market recap offers a concise overview of key blockchain categories and their recent price action within the broader market context, providing valuable insights for investors and industry practitioners.
Gabriel Selby
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