Market Commentary

M2 Active Treasury Team

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March 7, 2025

Tariffs, Crypto Volatility, and Global Economic Pressures

US tariffs, weak jobs data, and crypto swings drive market unease. Bitcoin surged to $95K before retreating. What’s next after the US Crypto Reserve news?

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M2 Active Treasury Team

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February 14, 2025

Markets Drift, But Big Players Keep Accumulating Bitcoin

Markets stall as inflation lingers, but institutions keep accumulating Bitcoin. Goldman bets on ETFs, Tesla shows gains, and BTC’s store-of-value case strengthens.

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M2 Active Treasury Team

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April 21, 2025

Global Macro Shifts, Bitcoin Stability, and Solana ETF Debut

Bitcoin holds steady, Solana leads gains with ETF momentum, and ECB cuts rates as macro and crypto markets digest key signals in a pivotal April 2025 week.

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M2 Active Treasury Team

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April 4, 2025

Recession Risk Returns: Trump Tariffs Rattle Markets, Risk-Off Mood Sets In

Markets plunge as Trump’s sweeping tariffs reignite recession fears. Stocks, crypto, and oil fall; bond yields dip; Bitcoin and FDUSD show vulnerability.

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M2 Active Treasury Team

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May 5, 2025

Market Commentary: Institutional Rotation & Crypto Realignment and more

This week’s market commentary (May 5, 2025) explores U.S. GDP contraction, Bitcoin ETF inflows, stablecoin infrastructure advancements, the UAE’s digital Dirham initiative, and institutional moves in tokenized assets.

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M2 Active Treasury Team

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February 7, 2025

Crypto Navigates Macro Shocks & Institutional Tailwinds

Bitcoin weathers macro shocks amid rising institutional demand, U.S. state-level adoption, DeFi resilience, and BlackRock’s European expansion.

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M2 Active Treasury Team

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March 14, 2025

Markets in Flux: Trade Tensions Trigger Crypto Selloff and Broader Risk Repricing

Amid escalating U.S. trade tensions and record crypto ETF outflows, Bitcoin and Ethereum plunge alongside equities. Discover how macroeconomic shifts and risk-off sentiment are reshaping portfolios and investor strategy.

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M2 Active Treasury Team

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February 28, 2025

Crypto Faces Risk-Off Pressure Amid Security Breaches, Macro Headwinds

Crypto markets plunge as security breaches, Solana token unlocks, and macro pressures drive risk-off sentiment and record Bitcoin ETF outflows.

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M2 Active Treasury Team

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April 11, 2025

Turbulence Meets a Glimmer of Relief

Global markets plunged amid rising tariffs and trade tensions, with equities and bonds hitting YTD lows. Meanwhile, crypto markets showed strength—Bitcoin network activity surged, stablecoin supply jumped 84%, and DeFi protocols saw record deposits despite broader volatility.

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