Latest / DeepMarket: Crypto Daily
2026-06-18：The Warsh Reset: Fed's Hawkish Repricing Overpowers Geopolitical De-Risking as Institutional Capital Rotates to On-Chain Yield
A new Fed regime has entered the chat, and crypto is trying to figure out what happens when the old playbook disappears. Kevin Warsh’s stripped-down Fed statement, a higher 2026 rate path, and a three point six percent inflation forecast have shaken the liquidity story, yet the market is not behaving like a simple risk-off panic. Bitcoin ETF money is leaving, but long-term holders are absorbing supply. Solana is quietly pulling in ETF capital while the giants bleed. AAVE is suddenly being judged with old-school cash-flow math. And Ethereum, despite outflows, may have the cleanest technical…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.