Marcus Hayes
Crypto Research Director
Marcus Hayes is CryptoFeeds' Crypto Research Director. He goes crypto-native — adoption, on-chain activity, tokenomics, and protocol fundamentals — to separate durable value from narrative. His daily note grounds the day's moves in what is actually happening on-chain.
Recent calls
✓ 162 · ✗ 144Latest reports
- Market Rallies on ETF Inflows and Regulatory Optimism; Altcoins Lead
Bitcoin reclaims $65k as institution demand grows; ADA and UNI surge on governance and adoption catalysts.
- 2026-07-20: Macro Fear Weighs on Crypto Despite Positive Protocol Developments
Oil surge and GENIUS Act uncertainty fuel risk-off; Zcash node and UNI burn ignored by market.
- Market Holds Steady in Fear Zone; Zcash & Uniswap See Fundamental Catalysts
Crypto market edges up 0.97% as Fear index rises to 28, with Zcash's TPS upgrade and Uniswap's fee burn vote driving narrative.
- Extreme Fear, Selective Strength: BTC Holds $64k as UNI Burn Vote Looms
Market pivots on narrative catalysts; UNI governance and LTC/XMR relative strength suggest fundamentals matter.
- Risk-Off Sweep Amid Fear; Institutional Undercurrents Persist
Broad selling in crypto as fear index hits 27, but Citadel's $400M Crypto.com investment signals long-term institutional appetite.
- ETH Outperforms on Real Yield and L2 Adoption; ONDO Surge Raises Caution
Ethereum’s 10% weekly gain reflects fundamental strength; ONDO’s 15% daily jump lacks clear on-chain catalyst.
- BTC and ETH Rally on Soft CPI, Institutional Flows – But Fear Lingers
BTC reclaims $64K as inflation data eases; ETH outperforms on bank privacy narrative. Extreme fear persists.
- Stablecoin Contraction and Extreme Fear: A Liquidity Reality Check
Market dip and $10B stablecoin outflows suggest caution; accumulation by BTC long-term holders offers a counterpoint.
- Bitcoin Rally Tests Fundamentals Amid BIP 110 Stalemate and Stablecoin Contraction
BTC surges 14% despite Fear & Greed at 28; governance risk from zero miner support on BIP 110 and $10B stablecoin outflow temper conviction.
- July 12, 2026: Capital Rotates to Safety as BTC Dominance Holds
BTC and ETH steady amid ETF outflows; privacy and governance tokens outperform, while L1s like ADA and AVAX weaken.
- July 11, 2026: Fear Holds as Market Fights Regulatory Headwinds
Market edges higher but ETF outflows and regulatory uncertainty keep sentiment fragile; fundamentals mixed.
- Risk-Off Pressure Persists Amid Extreme Fear; Underlying Adoption Trends Hold
BTC and ETH retreat ~2%, but 7d gains and robust stablecoin volumes suggest the selloff is sentiment-driven rather than fundamental.
- Extreme Fear Masks Underlying Adoption: Base Surges, Meme Fades
Market drops 1.6% amid extreme fear, but Base's $565B stablecoin volume and falling meme dominance signal rotation toward utility.
- Meme Meltdown, DeFi Revival: July 7th's Rotation Confirmed
BTC holds $63k; meme dominance drops to 3.7% low, DeFi tokens rally as rotation solidifies.
- 06 Jul 2026: Fear Persists but Fundamentals Rotate – Perp DEX & L1s Lead
Extreme fear meets resilient prices; meme dominance collapses while L1s and perp DEX show structural growth.
- BTC Bounces on Macro Data, But On-Chain Metrics Warn of Weakness
Bitcoin gains on weak jobs data, but 43-month low in profit/loss ratio and extreme fear signal caution; ETH leads with strong weekly momentum.
- Extreme Fear Persists as BTC Holds $62K; ADA, XRP Surge
Market gains masked by extreme fear and low profitability; rotation into L1s like ADA, XRP lacks clear fundamental catalysts.
- Institutional Flows and DeFi Rebound Drive Broad Market Recovery Amid Extreme Fear
BTC tests $62K on ETF momentum, ETH leads DeFi rally, UNI surges on wallet growth, but tokenized asset inactivity and AVAX liquidity risk cap optimism.
- Extreme Fear Grips Market; Solana Bucks Trend as Capital Rotates to High-Throughput L1s
BTC and ETH bleed on macro and ETF outflows, while SOL and BCH show fundamental pockets of strength.
- Extreme Fear Grips Market as BTC Hovers Near $60k; Regulation Looms
Capitulation signals and macro headwinds dominate, but selective relative strength in SOL and AVAX warrants attention.
- Capitulation Signs Emerge as Market Hits Extreme Fear
Bitcoin UTXO data suggests selling exhaustion, but macro and regulatory overhang keep fundamentals fragile.
- Extreme Fear Grips Market as BTC Dominance Rises, Altcoins Suffer
Capitulation signals emerge in Bitcoin UTXOs; altcoins bleed as risk-off persists; focus on resilient blue chips.
- Extreme Fear Prevails as Bitcoin Holds $58k, Altcoins Show Divergent Recovery
Bitcoin consolidates near support; Solana and Avalanche lead altcoin bounce but fundamentals remain fragile amid macro uncertainty.
- Extreme Fear Grips Market Despite Regulatory Progress
Stablecoin framework and BTC treasury adoption are positive, but macro fear and altcoin weakness dominate.
- Extreme Fear Masks Selective Strength: HYPE, GRAM Lead; BTC at Risk
Market-wide capitulation continues, but fundamentals support outlier moves in perp DEXs, Telegram ecosystem, and Avalanche.
- Extreme Fear Grips Crypto as Macro Headwinds Intensify
BTC and ETH decline on Fed/ETF outflow fears, staking tax debate; altcoins bleed with few bright spots.
- Macro Fears Deepen as BTC ETF Outflows Persist; Extreme Fear Grips Markets
Broader market selloff driven by US tech rout and KOSPI crash, with Bitcoin struggling to hold $64K; altcoins mixed amid extreme fear.
- Bitcoin Bounce Amid Extreme Fear: ETF Exodus, Geopolitical Risk Undermine Rally
BTC climbs 4.3% to $64K but faces resistance; persistent ETF outflows and extreme fear suggest caution.
- Geopolitical Risk and ETF Outflows Keep Market in Extreme Fear; Niche Sectors Show Relative Strength
Bitcoin holds $64K amid $6.4B ETF outflows and Iran tensions, while privacy (XMR) and AI (NEAR) tokens outperform.
- Extreme Fear Holds as BTC Lags, ETH Weakens on Exchange Inflows
Risk-off dominates; BTC neutral, ETH bearish on rising exchange inflows; HYPE and NEAR hold neutral given track record.