August 11, 2025
Back to Risk-ON after a textbook shock, stabilisation and rotation week.Last week saw a sharp market shake-up, followed by a quick recovery. Monday’s ETF jitters triggered fast selling, but by mid-week, trading flows settled, confidence returned, and ETH climbed back above $4k. Bitcoin’s market share dropped to its lowest level since January as altcoins, especially those tied to staking, yield tokensation, and infrastructure, took the lead. Stocks and crypto both started this week in a positive mood, helped by strong tech earnings. Now, attention turns to a busy few days ahead with the US-China tariff deadline, key US inflation data, and a Trump-Putin meeting on the calendar.