Market Commentary

M2 Active Treasury Team

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August 11, 2025

Bitcoin Recovers as ETF Flows Turn Green

Bitcoin rebounds on ETF inflows as macro headwinds ease. ETH, SOL, and SUI show strength amid institutional moves and policy shifts.

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M2 Active Treasury Team

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August 5, 2025

Ethereum ETFs Soar, BitMine Bets Big, and South Korea Goes Stable

Institutional flows into Ethereum ETFs surpass $1.85B, BitMine initiates a $2B ETH treasury, and South Korea formalises its stablecoin strategy. Explore the week’s most relevant developments shaping digital asset markets in the latest M2 Newsletter.

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M2 Active Treasury Team

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July 28, 2025

Institutional Rotation Deepens as ETH Outshines BTC

Ethereum outpaces Bitcoin with $3.5B in ETF inflows. Explore how treasury strategies and market cycles are driving the next wave of altcoin momentum.

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M2 Active Treasury Team

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July 23, 2025

Bitcoin Breaks $120K as Washington Embraces Crypto

Bitcoin hits a record $123K as U.S. policy turns pro-crypto. Explore how institutional inflows, new legislation, and Ethereum ETF records are reshaping global finance.

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M2 Active Treasury Team

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July 14, 2025

Bitcoin Hits $122K as Institutional Demand Climbs, Tariff Uncertainty Keeps Risk Appetite in Check

Bitcoin surges past $122K as institutional inflows hit record levels and Ethereum rallies 17.5%. Explore the key drivers behind crypto’s breakout and why traditional markets are falling behind.

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M2 Active Treasury Team

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July 7, 2025

BTC Eyes All-Time Highs, Solana ETF Sparks Institutional Flows, and Macro Tailwinds Build Across Risk Assets

BTC targets new highs, Solana explodes on ETF launch, and Wall Street piles into crypto—are you ready for what’s next?

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M2 Active Treasury Team

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June 30, 2025

BTC Resilient, Treasury Adoption Grows, and Solana Tests Market Confidence

Bitcoin holds above $106K amid $588M ETF inflows and rising institutional conviction. This week’s edition covers long-term holder signals, corporate treasury moves, Solana’s market test, and key macro data shaping the path to a potential Q3 breakout.

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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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