NOCASHFLOW

HAFTALIK STRATEJİK ANALİZ

Likidite, Makro Temalar ve Kripto Rotasyonu
21 Haziran 2026, Pazar
ÖNÜMÜZDEKİ HAFTA
Tarih Saat Gelişme Ülke Önceki Beklenti Açıklanan
23 Haz Sal 3:15 AM
French Flash Manufacturing PMI
 EUR 48.9 50.1 —
23 Haz Sal 3:15 AM
French Flash Services PMI
 EUR 42.9 45.7 —
23 Haz Sal 3:30 AM
German Flash Manufacturing PMI
 EUR 49.9 50.2 —
23 Haz Sal 3:30 AM
German Flash Services PMI
 EUR 47.8 49.0 —
23 Haz Sal 9:45 AM
Flash Manufacturing PMI
 USD 55.3 54.6 —
23 Haz Sal 9:45 AM
Flash Services PMI
 USD 50.9 51.0 —
25 Haz Per 8:30 AM
Core PCE Price Index MoM
 USD 0.2% 0.3% —
25 Haz Per 8:30 AM
Final GDP QoQ
 USD 1.6% 1.6% —
25 Haz Per 8:30 AM
Final GDP Price Index QoQ
 USD 3.5% 3.5% —
25 Haz Per 8:30 AM
Unemployment Claims
 USD 229K 226K —
26 Haz Cum 10:00 AM
Revised UoM Consumer Sentiment
 USD 48.9 50.0 —
26 Haz Cum 10:00 AM
Revised UoM Inflation Expectations
 USD 4.6% — —
LİKİDİTE REJİMİ
US Federal Reserve Net Liquidity (3-Year Weekly)
$5.54T $5.84T $6.14T $6.44T Jun 23Mar 24Dec 24Sep 25Jun 26
MAKRO SKOR TAHTASI
DOLAR ENDEKSİ (DXY)
100.85
▲ +0.76%
ABD 10 Yıllık Tahvil
4.45%
Consolidated
2s10s MAKAS
0.25%
▲ +0.25%
Yüksek Getirili Kredi Makası
2.63%
-17.0 bps
MOVE Endeksi
65.4
▼ -7.46%
VIX Endeksi
16.4
▼ -11.06%
ABD Enflasyon Patikası (CPI, Core CPI, Core PCE YoY - 5-Year)
0.0% 2.4% 4.7% 7.1% 9.5% 2.0% Target 2021-072022-092023-112025-012026-04
HİSSELER & EMTİALAR
Varlık Fiyat 24s 7g 30g Trend
AAPL Apple
 298.01 ▲ +0.70% ▲ +0.81% ▼ -0.32%
MSFT Microsoft
 379.40 ▲ +0.13% ▼ -2.80% ▼ -8.91%
GOOGL Alphabet (Google)
 368.03 ▲ +1.17% ▲ +2.87% ▼ -5.01%
AMZN Amazon
 244.39 ▲ +2.90% ▲ +1.19% ▼ -5.76%
NVDA NVIDIA
 210.69 ▲ +2.95% ▲ +2.84% ▼ -4.39%
META Meta
 577.22 ▲ +1.70% ▲ +1.64% ▼ -4.12%
TSLA Tesla
 400.49 ▲ +1.04% ▲ +0.34% ▼ -0.90%
Varlık Fiyat 24s 7g 30g Trend
XAU Gold
 $4,172.90 ▼ -1.21% ▼ -1.00% ▼ -7.91%
XAG Silver
 $64.91 ▼ -2.03% ▼ -4.35% ▼ -14.42%
HG Copper
 $6.34 ▼ -0.59% ▼ -1.45% ▲ +0.74%
NG Natural Gas
 $3.20 ▼ -1.08% ▲ +2.50% ▲ +6.46%
CC Cocoa
 $4,362.00 ▲ +5.26% ▲ +17.57% ▲ +11.65%
KC Coffee
 $256.10 ▼ -7.83% ▲ +0.85% ▼ -5.20%
BZ Brent Oil
 $80.59 ▲ +0.93% ▼ -7.72% ▼ -23.26%
S&P 500 SEKTÖRLERİ
Technology
XLK
▲ +3.04%
Consumer Discret.
XLY
▲ +1.45%
Industrials
XLI
▲ +0.73%
Utilities
XLU
▲ +0.67%
Communication
XLC
▲ +0.23%
Real Estate
XLRE
▼ -0.25%
Materials
XLB
▼ -0.40%
Consumer Staples
XLP
▼ -0.45%
Health Care
XLV
▼ -0.87%
Financials
XLF
▼ -0.89%
Energy
XLE
▼ -1.65%
BTC vs NDX vs GOLD (YTD Performance)
BTC (YTD: -27.8%) NDX (YTD: +20.6%) GOLD (YTD: -3.3%)
-34.1% -19.1% -4.1% +11.0% +26.0% JanFebMarMayJun
TÜRKİYE MASASI
BIST 100
14,734
▼ -0.63%
USD/TRY
46.4424
▲ +0.05%
BIST 100 ($ Denom.)
$317.26
▼ -0.68%
KRİPTO MASASI
STABLECOIN ARZI & PAYI
Stablecoin Toplam Değeri & USDT/USDC Shares (3-Year Weekly)
$113.0B $185.7B $258.5B $331.3B 0% 33% 67% 100% Jun 23Mar 24Dec 24Sep 25Jun 26
SPOT BITCOIN ETF AKIŞLARI
Spot ETF Haftalık Net Akış
Week ending 2026-06-21
Haftalık Toplam
-227.5M
IBIT (BlackRock)
-44.7M
FBTC (Fidelity)
+9.6M
Spot ETF Haftalık Net Akış Geçmişi ($ Milyon)
07 Jun14 Jun21 Jun +$1238M0-$1238M
HAFTANIN KAZANANLARI & KAYBEDENLERİ
JUP +32.55% UNI +21.83% AAVE +13.28% HYPE +12.45% SOL +9.98% SUI -5.55% AVAX -4.32% DOGE -3.72% RENDER -3.12% TON -1.69%
KRİPTO İZLEME LİSTESİ
Varlık Fiyat 1s 24s 7g
BTC 
 $64,081.00 ▼ -0.00% ▲ +0.46% ▲ +0.12%
ETH 
 $1,725.75 ▼ -0.01% ▲ +0.08% ▲ +3.93%
XRP 
 $1.1400 ▼ -0.14% ▼ -0.02% ▲ +0.45%
SOL 
 $74.1600 ▲ +0.13% ▲ +3.95% ▲ +9.98%
TRX 
 $0.327052 ▲ +0.11% ▲ +0.82% ▲ +2.81%
DOGE 
 $0.083206 ▼ -0.03% ▲ +0.32% ▼ -3.72%
HYPE 
 $67.8500 ▼ -0.34% ▼ -2.18% ▲ +12.45%
LINK 
 $7.9300 ▲ +0.07% ▲ +0.54% ▲ +1.27%
AVAX 
 $6.2500 ▼ -0.06% ▲ +2.55% ▼ -4.32%
SUI 
 $0.708092 ▲ +0.11% ▲ +0.76% ▼ -5.55%
TON 
 $1.6900 ▼ -0.79% ▲ +4.63% ▼ -1.69%
UNI 
 $3.0400 ▼ -0.44% ▲ +1.38% ▲ +21.83%
AAVE 
 $74.2600 ▲ +0.03% ▲ +1.35% ▲ +13.28%
PEPE 
 $0.000003 ▼ -0.03% ▲ +0.67% ▲ +1.68%
RENDER 
 $1.6800 ▼ -0.20% ▼ -1.80% ▼ -3.12%
JUP 
 $0.222671 ▼ -0.41% ▲ +9.23% ▲ +32.55%
KRİPTO SEKTÖR ROTASYONU
Sektör7g Ortalama Getiri
Layer 1 Protocols ▲ +0.47%
DeFi Protocols ▲ +12.12%
AI & Decentralized Compute ▼ -3.12%
Meme Tokens ▼ -1.02%
BITCOIN DÖNGÜ PANELİ
Mayer Multiple
0.835
Spot / 200d SMA
200WMA Mesafe
+3.0%
WMA: $62,245
ATH'den Düşüş
-48.6%
ATH: $124,753
BTC Spot Fiyat
$64,100
Real-time
Bitcoin Monthly Return Heatmap (2024-2026)
JanFebMarAprMayJunJulAugSepOctNovDec2024 +0.8% +43.7% +16.6% -15.0% +11.3% -7.1% +3.1% -8.7% +7.4% +10.9% +37.4% -3.1% 2025 +9.6% -17.6% -2.2% +14.1% +11.1% +2.4% +8.1% -6.5% +5.4% -4.0% -17.5% -3.2% 2026 -10.2% -14.8% +1.9% +11.8% -3.6% -12.9%*
* Current month is marked.
KORELASYON MATRİSİ
Macro & Crypto Assets Correlation Matrix (30-Day Rolling Daily Returns)
BTCBTCNDXNDXGOLDGOLDDXYDXYUS10YUS10Y +1.00 +0.31 +0.32 -0.45 -0.26 +0.31 +1.00 +0.38 -0.28 -0.56 +0.32 +0.38 +1.00 -0.56 -0.17 -0.45 -0.28 -0.56 +1.00 +0.55 -0.26 -0.56 -0.17 +0.55 +1.00
VADELİ YAPI & KONUMLANMA
COINBASE PREMIUM INDEX — 180D
BTC/USD · Coinbase - Küresel Borsalar Farkı (24s Barlar)
-0.2531%
▼ ABD satış baskısı
-0.036%
24s Yüksek
-0.253%
24s Düşük
24 Dec28 Jan05 Mar10 Apr16 May21 Jun +0.253%0-0.253%
Okuma Kılavuzu: Pozitif değerler ABD kurumsal alım baskısını gösterir. Sürekli pozitif premium BTC için yükseliş sinyalidir.
KORKU & AÇGÖZLÜLÜK
23 AŞIRI KORKU
Futures Term Structure
BTC Futures Basis0.00%
ETH Futures Basis0.00%
7D Avg Funding Rates
BTC 7D Avg▼ -0.01%
ETH 7D Avg▼ -0.00%
Open Interest w/w Change
BTC OI Change114.47M
ETH OI Change40.79M

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