1Konto Market Brief

Latest Top Discussions

Oil Drops Below $78, Tech and Bitcoin Still Reprice Lower

Jun 23 • 1Konto and Edwin Handschuh

Hormuz Deal Cuts Oil Premium, Crypto Liquidity Still Drains

Jun 16 • 1Konto and Edwin Handschuh

Oil Relief Buys Powell Time, ETF Redemptions Keep Crypto Fragile

Jun 9 • 1Konto and Edwin Handschuh

Bitcoin Breaks $70K as ETF Outflows Overpower Rates Relief

Jun 2 • 1Konto and Edwin Handschuh

May 2026

Treasury Yields Retreat, Bitcoin Waits for ETF Flows

May 26 • 1Konto and Edwin Handschuh

30-Year Yield Nears 5.2%, Bitcoin ETF Outflows Accelerate

May 19 • 1Konto and Edwin Handschuh

CPI Spike Freezes Fed Cut Path, Stablecoin Rails Gain Ground

May 12 • 1Konto and Edwin Handschuh

Hormuz Oil Scare Fades, Nasdaq Breaks Higher

May 5 • 1Konto and Edwin Handschuh

April 2026

Hormuz Oil Shock Boxes In Powell, Bitcoin and Tech Rally Lose Margin for Error

Apr 28 • 1Konto and Talha Chaudhry

Oil Spike Pressures Equities, Delays the Fed, and Tests Bitcoin’s Resilience

Apr 21 • 1Konto and Edwin Handschuh

Gulf Disruption Rewires Oil Trade, Strategy Adds $1B in Bitcoin, Shorts Get Cornered

Apr 15 • 1Konto and Talha Chaudhry

Hormuz Deadline Jolts Markets, Bitcoin Flows Return as Artemis Heads Home

Apr 7 • 1Konto and Talha Chaudhry

March 2026

Hormuz Shipping Hit, Oil Spike Tests Powell’s Patience and Bitcoin’s Floor

Mar 31 • 1Konto and Talha Chaudhry

Private Credit Stress as Apollo Tests Liquidity Limits, Risk Assets Confront a Funding Reality Check

Mar 24 • 1Konto and Talha Chaudhry

Citi Cuts Crypto Targets, Oil Shock Clouds the Path for Risk Assets

Mar 17 • 1Konto and Talha Chaudhry

Washington’s Missile Depletion Gamble Meets Iran’s Survival Strategy, Sending Oil Risk Higher as Bitcoin Finds a Floor

Mar 10 • 1Konto and Talha Chaudhry

Oil Shock Risk as U.S. Policy Escalation Keeps Energy Bid; Bitcoin’s $68K Pivot Becomes a Liquidity Test

Mar 3 • 1Konto and Talha Chaudhry

February 2026

Tariff shock hits risk; Trump’s 10% global levy takes effect, Bitcoin rebounds to $65.9K as the dollar stays bid

Feb 24 • 1Konto and Talha Chaudhry

Risk-off Break Wincent flags AI-led software rout, Bitcoin breaks $67,000 as “software beta” returns

Feb 17 • 1Konto and Talha Chaudhry

Macro shock risk: White House hints at weaker payrolls, rates bid as crypto fails to catch the cut tailwind

Feb 10 • 1Konto and Talha Chaudhry

ETF outflows pin Bitcoin at $77k as gold nears $5,000, safe-haven flows bypass crypto

Feb 3 • 1Konto and Talha Chaudhry

January 2026

Safe-Haven Stress: Central Banks Reprice Risk as Geopolitical Tensions Rise, Gold Outperforms Bitcoin

Jan 27 • 1Konto and Talha Chaudhry

Macro de-risking: Japan 40-year JGB yield breaks 4% on fiscal fears, Bitcoin and equities sell off as duration shock hits risk assets

Jan 20 • 1Konto and Talha Chaudhry

Powell Investigation and Soft CPI Reshape Rates Outlook, Bitcoin Tests Path to $100K

Jan 13 • 1Konto and Talha Chaudhry