Newsletter
Weekly Market Intelligence
One email per week. The most important moves across Crypto, Macro, Commodities, FX, Geopolitics, and Market Structure — and how they connect. No spam, only substance.
Free · Cancel anytime · Every Monday
What you get
The Week in Markets
Key moves across all six verticals. What happened, why it matters, and what to watch next.
Cross-Market Analysis
How a Fed decision moved the dollar, which repriced gold, which shifted crypto flows. We connect the dots.
Research Highlights
Early access to our long-form research — from sanctions architecture to energy policy to crypto regulation.
Sample issue
April 4, 2026
S2D Weekly: Gold Breaks $4,700 as Hormuz Crisis Deepens
- Gold surged past $4,700/oz — safe-haven flows accelerate as Strait of Hormuz tensions escalate.
- Fed holds at 4.25% but language shifts dovish. Markets now price two cuts by September.
- Brent crude spikes 8% intraweek on tanker route disruptions. Shadow fleet activity hits 14-month high.
- BTC reclaims $94k as macro hedging narrative strengthens. Whale accumulation at Q4 2024 levels.
S2D Capital · Research & Intelligence