Key takeaways from our latest issue of Eyes on the Market:

1) Crypto held up better than equities this week. Market cap +1.7% to $2.31T while the S&P and Nasdaq fell.

2) BTC volatility stayed near 1-year lows even through the shock. A compression that historically doesn't last. Positioning (OI, funding) and ETF flows are both cautiously building but nowhere near danger zone territory yet.

3) Oil markets aren't fully buying the peace talks: funding, backwardation, and elevated vol all suggest more caution than equities are pricing in.

4) Crypto is showing healthier, more independent market structure. Promising, but one good week isn't a confirmed trend.

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