Weekly Pulse
When Re-Engagement Meets Reality — BTC Dominance Holds as Liquidity Stays Constrained
Week 2 of Jan saw consolidation, not breakout. Bitcoin's dominance held firm while flat liquidity constrained broad market gains. Institutional flows were tactical, with crypto mirroring the cautious macro stance seen in commodities.
When Re-Engagement Meets Reality — BTC Dominance Holds as Liquidity Stays Constrained
January Re-Engagement Begins — BTC Holds Above 90k as Flows Improve, Leverage Returns Selectively
Market focus: ETF inflows vs. stablecoin liquidity. This balance dictates trend sustainability or continued rotation and volatility.
January Re-Engagement Begins — BTC Holds Above 90k as Flows Improve, Leverage Returns Selectively
Year-Turn Calm, Positioning Resets Ahead of January Liquidity
Markets transition into year-turn with liquidity rebuilding. Price moves are driven by positioning resets rather than conviction, requiring ETF/stables flow confirmation for durability.
Year-Turn Calm, Positioning Resets Ahead of January Liquidity
OSL Research Daily Brief | February 3,2026
Crypto markets face short-term pressure with significant outflows and mining risks, while HK's stablecoin progress and institutional accumulation signal long-term optimism.
OSL Research Daily Brief | February 3,2026
How to Choose an Ethereum L2 in 2026? An In-depth Efficiency Comparison of Arbitrum, OP, and ZK
A 2026 comparison of Ethereum L2s—Arbitrum, Optimism, and ZK Rollups—examining efficiency, fees, speed, finality, and real-world user experience.
How to Choose an Ethereum L2 in 2026? An In-depth Efficiency Comparison of Arbitrum, OP, and ZK
Understanding the 2025 Institutional Great Migration: How Bitcoin Transformed into 'Wall Street's New Gold'
Explore how the 2025 institutional great migration is reshaping Bitcoin into 'Wall Street's New Gold,' altering its asset properties, market dynamics, and future.
Understanding the 2025 Institutional Great Migration: How Bitcoin Transformed into 'Wall Street's New Gold'
Macro Perspective: Cautious Sentiment, But Bitcoin Demand Remains Strong
Despite short-term selling by long-term holders—about 2.57M BTC over four months—Bitcoin’s price remains resilient, showing that strong demand continues to absorb supply, keeping the macro trend upward.
Macro Perspective: Cautious Sentiment, But Bitcoin Demand Remains Strong
Fed Expands Liquidity as Hong Kong Unveils New Crypto Rules
The Fed’s $29.4B liquidity injection boosted risk assets, while Hong Kong eased regulations for licensed crypto platforms. Policy and macro shifts aligned, lifting overall market sentiment.
Fed Expands Liquidity as Hong Kong Unveils New Crypto Rules
Rate Cut Probability Sharply Contracts; This Week's Fed Minutes and Data to Set the Tone for Crypto
The probability of a Federal Reserve rate cut has sharply declined, with market focus centered on this week's FOMC Minutes.
Rate Cut Probability Sharply Contracts; This Week's Fed Minutes and Data to Set the Tone for Crypto
