Research & Insights
SEPTEMBER 2025
Monthly Research Report
August 2025 brought a more complex backdrop for global markets, with a mix of stable macro fundamentals and shifting capital flows across risk assets. In crypto markets, August underscored a clear divergence, with Bitcoin recording a -6.5% return while Ethereum extended its leadership with billions in spot ETF inflows. Beyond the two majors, sectoral performance highlighted a broadening of capital flows into select altcoins, with infrastructure and DeFi applications outperforming.
Key topics in this report:
- Executive Summary
- Macroeconomic & Market Overview
- Macro Crypto Developments & Regulations
- Performance of Key Cryptocurrencies
- Forward Outlook - September 2025
AUGUST 2025
Monthly Research Report
July 2025 marked a turning point in global financial markets, with macroeconomic indicators signaling a steady transition toward easing monetary conditions. This report details the market dynamics as the total crypto market capitalization did approach and briefly surpass $4 trillion in July 2025, with Bitcoin reaching an all-time high above $122,000.
Key topics in this report:
- Macroeconomic & Market Overview
- Macro Crypto Developments & Regulations
- Performance of Key Cryptocurrencies
- Sebal Capital's Investment Strategies
- Forward Outlook for Late Q3 2025
JULY 2025
Monthly Research Report
June 2025 has witnessed a resilient and dynamic crypto market, set against a backdrop of evolving macroeconomic conditions and increasing regulatory clarity. This report details the market dynamics as Bitcoin reached new all-time highs above $112K and the total digital asset market capitalization remained above the $3 trillion mark.
Key topics in this report:
- Macroeconomic & Market Overview
- Crypto Developments & Regulations
- Performance Of Key Cryptocurrencies
- Sebal Capital's Investment Strategies
- Forward Outlook and Risk Assessment