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JPMorgan called Q1 2026 the year institutions would dominate crypto flows. The data tells a different story — flows came in at one-third of the estimate.
JPMorgan said institutions would dominate 2026 crypto flows. Q1 came in at one-third of the estimate. Coinbase Premium Index tells the full story.
IEA: data centers will consume 945 TWh by 2030 — equal to Japan's entire annual electricity use. Microsoft $16B, Amazon $20B+.
Copper as a recession indicator is broken. AI data centers, EVs and renewables all demand it at once. S&P Global projects a 10M-tonne deficit by 2040.
Brent up 40%, Hormuz closed, everyone drawing 1970s analogies. But oil intensity has more than halved since 1973. Powell said "we don't know" 17 times.
VIX, DXY, yields, Fear & Greed and the key assets. Everything you need in 60 seconds.
BTC dominance, funding rates, the Coinbase Premium Index and on-chain flows.
Rate probabilities from CME FedWatch, dot-plot updates and Powell speech analysis.
The day's key releases with previous, consensus and a significance flag.
Long-form macro analysis, 1,500–3,000 words. Primary source, always linked.
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