Crypto Research
- Market Update
- Comments
- Crypto Strategy
How the US Could Adopt BTC as a Strategic Reserve Asset, Look for ETH to Bottom Within Next Few Trading Days
POLITICAL PREDICTION MARKETS PROVIDE PARTIAL RATIONALE FOR PAUSE IN RALLY We see the recent pause in the July rally driven by two factors:General Degrossing Across All Asset Markets: The past couple of days have seen degrossing across all asset markets, including the crypto markets. This is less crypto-specific and more...
Market Update
Overnight Liquidations Pull Market Lower, AAVE Weighs Fee Switch
CRYPTO MARKET UPDATE CRYPTO WAS CERTAINLY LOOKING STRONG RELATIVE TO EQUITIES YESTERDAY UNTIL ASIAN MARKET HOURS COMMENCED. Shortly after the HK market opened, we saw...
Market Update
ETH ETFs Post First-Day Inflows, Fold to Go Public Via SPAC
CRYPTO MARKET UPDATE RATES ARE BROADLY LOWER, WITH A NOTABLY STRONGER RALLY AT THE FRONT END OF THE CURVE AS THE MARKET APPEARS TO BE...
Comments
Recent Jump in Implied Vols Suggests More Upside Expected
In today's video, we compare the current rally to the one back in May through the lens of the options market. Elevated implied vols suggest...
- Market Update
BTC ETF Inflows Surge, ETH ETF Volumes Impress
CRYPTO MARKET UPDATE DESPITE BEING THE LAUNCH DAY FOR #ETH ETFS, CRYPTO BROADLY MOVED LOWER IN THE EARLY MORNING HOURS TODAY, POSSIBLY DUE TO MOVEMENT OUT OF THE MT. GOX TRUSTEE WALLETS. Mt. Gox sent approximately $130 million in #BTC to Bitstamp, leaving about 90k #BTC remaining in the trustee...
Market Update
Market Reacts to Biden Dropping Out of Race, Exchanges Receive Approval to List ETH ETFs
CRYPTO MARKET UPDATE POLITICAL DEVELOPMENTS CONTINUE TO DOMINATE INVESTOR SENTIMENT FOLLOWING PRESIDENT BIDEN'S WITHDRAWAL FROM THE PRESIDENTIAL RACE ON SUNDAY AFTERNOON. The initial market reaction...
Funding Fridays
Data-Centric Projects Trending
WEEKLY RECAP Weekly funding fell by 34% from $126 million to $83 million, while deal count rose approximately 22% from 18 to 22. Infrastructure was...
Comments
Discussing the Possibility of BTC as a Strategic Reserve
In today's video, we discuss the possibility of the US adding BTC as a strategic reserve asset, key data that points to animal spirits returning...
Market Update
Bitcoin Rallies on Strategic Reserve Rumors, Galaxy Acquires Additional Staking Assets
CRYPTO MARKET UPDATE U.S. EQUITIES ARE CONTINUING THIS WEEK’S SELL-OFF, WITH THE $SPY AND $QQQ BOTH DECLINING APPROXIMATELY 0.28%, WHILE THE #DXY AND TREASURY YIELDS...
