A daily pass through covered names, focused on what changed, which records moved, and why it deserves attention.
The macro tape flashed extreme fear on June 5 while MSTR and COIN carried the heaviest price damage and MARA stood out as the only major name with a positive 30-day return.
The crypto Fear and Greed index hit extreme fear on June 4 while MARA posted the strongest 30-day price performance in the universe and MSTR absorbed a 26% monthly drawdown.
The crypto Fear and Greed index hit extreme fear on June 3 while MARA posted a 30-day gain of nearly 30%, the sharpest move in the covered universe.
MARA's 34% one-month run is the standout price move in the universe, but a Fear and Greed reading of 23 and a Bitcoin dominance above 56% frame the backdrop for every name on the board.
MARA's 30-day surge stands out against a fear-dominated macro backdrop, while COIN's revenue mix and MSTR's filing cadence keep their own stories moving.
MARA's 90-day run of 73% stands apart from the rest of the crypto-equity universe, where MSTR and COIN each shed more than 10% over the past month against a fear-dominated macro backdrop.
Four categories, four tapes. The treasury holder is flat on the month, the exchange is down sharply, the miner leads the 90-day, and the ETF wrapper tracks Bitcoin tight.