Crypto Research
- Comments
- Market Update
Paxos Approved to Issue Stablecoins in Singapore, Robinhood Hopes to Offer Crypto Futures
CRYPTO MARKET UPDATE RATES HAVE PARED EARLY MORNING LOSSES AFTER MAY JOLTS DATA SHOWED 8.14 MILLION JOB OPENINGS VERSUS 7.91 MILLION EXPECTED. Equities are showing slight gains, with the $SPY increasing to $546 and the $QQQ gaining to $484, helped by Tesla’s better-than-expected Q2 deliveries, leading to #TSLA surging over...
- Market Update
Crypto Starts July With a Bounce, ETH ETF Launch Likely Pushed to Next Week
CRYPTO MARKET UPDATE BTC IS UP 5% SINCE MARKET CLOSE ON FRIDAY, HOVERING JUST ABOVE $63K, WHILE #ETH IS LAGGING, CURRENTLY TRADING BELOW $3500. This ETH underperformance further supports the idea that market expectations for the #ETH ETFs are relatively muted. Meanwhile #SOL is nearly back to the level it...
Funding Fridays
Funding Rebounds to End Q2
WEEKLY RECAP In the final week of Q2, crypto funding bounced back, rising 64% from $78 million to $128 million, while deal count rose modestly...
Market Update
Coinbase and Stripe Partner Up, Animoca Brands Exploring Public Listing
CRYPTO MARKET UPDATE DESPITE MAY PCE DATA COMING IN LINE WITH EXPECTATIONS AT 0.0% MOM, U.S. TREASURY YIELDS ARE MOVING HIGHER ACROSS THE CURVE, AND...
Comments
ETH ETFs Could See $5B in First 5 Months
In today's video, we discuss what OPEC can teach us about the current crypto market, potential tailwinds from less miner selling, our view on aggregate...
- Crypto Strategy
ETH ETFs Could See $5B in First 5 Months (Core Strategy Rebalance)
LESSONS FROM OPEC We have witnessed a significant market panic partially related to formerly locked BTC hitting the order books. The major sources of supply include:Mt. Gox – 141,686 BTCUS Government – 8,100 BTCGerman Government – 50,000 BTC At current prices, this would equate to over $12 billion in supply....
Market Update
VanEck Files for Spot SOL ETF, Miners Consolidate
CRYPTO MARKET UPDATE THE CRYPTO MARKET RALLIED THIS MORNING ALONGSIDE FALLING RATES AND A WEAK DXY. Quarterly GDP growth aligned with market expectations at 1.4%,...
Market Update
Blast Airdrop Goes Live, Bybit Card Integrates with Apple Pay
CRYPTO MARKET UPDATE U.S. EQUITIES ARE RELATIVELY FLAT AS THE #DXY HAS SURGED ABOVE $106, FUELED BY THE YEN'S WEAKNESS, WITH USDJPY HITTING ITS HIGHEST...
Comments
Discussing the ETH ETF Setup
In today's video, we discuss the today's market recovery, analyze yesterday's sell-off, and explore what the market is overlooking in the lead-up to the ETH...
Market Update
Encouraging Move in CB Discount at US Market Open, CORZ announcement leads HPC Miner Cohort Higher
CRYPTO MARKET UPDATE CRYPTO IS REBOUNDING NICELY TODAY FOLLOWING AN INTENSE BITCOIN-LED SELLOFF YESTERDAY, CATALYZED BY IDIOSYNCRATIC SELL PRESSURE FROM FEARS OVER MT. GOX SUPPLY...
