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2026-07-03CoinEx Daily: Bitcoin Firms on Fed Cut Bets and Renewed ETF Demand
Daily View Bitcoin traded firmer, rebounding above the low-$60,000 area as ETF inflows resumed and large wallet activity pointed to continued accumulation, though today’s roughly $2.13 billion options expiry may keep near-term price action volatile. Macro conditions turned more supportive after sharply weaker U.S. payroll growth strengthened expectations for easier Fed policy, while softer oil outlooks and the potential for lower yields helped risk assets even as the dollar and rates remain key drivers. Overall crypto market sentiment improved from recent caution to a more balanced risk-on tone, with institutional adoption headlines and renewed Bitcoin demand offsetting lingering concerns around positioning and broader market fragility. uni
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CoinEx Monthly: When the Dot Moves
June was a deep macro-driven derisking for crypto. Bitcoin fell 20.5% to $58,500 and Ether dropped 21.9% to $1,560, while U.S. spot Bitcoin ETFs recorded $4.5 billion in net outflows, the worst monthly print on record and almost double May's $2.4 billion. The macro trigger was Warsh's first FOMC, which held rates but pivoted the dot plot from "no cuts in 2026" to one hike later this year even as the Iran ceasefire took Brent back to roughly $70 without producing the inflation relief bonds wanted.
2026-07-03
June Failed The ETF Rotation Test: What Crypto ETF Flows Say Now
June weakened the ETF rotation thesis: BTC/ETH ETF outflows became the main story, while SOL and HYPE showed selective new-wrapper attention but did not offset core pressure.
2026-07-03
SOL Market Outlook: How Traders Can Read Solana's Next Move
SOL's rebound is more credible when relative strength, Solana liquidity depth, and derivatives volatility regimes confirm each other rather than when traders rely on one price or funding signal.
2026-07-02
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