Crypto Research
- Comments
- Market Update
Polygon Investing in Custom ZK Chips, State Street & Galaxy Launch Active Crypto ETFs
MARKET UPDATE Equity indices are relatively flat in Tuesday’s trading, with the $SPY and $QQQ decreasing about 0.10%. Crypto is showing slight declines, with #BTC trading around $57k and #ETH trading in the mid $2,300s. #TON has been a top performer this week as founder and CEO Pavel Durov has...
- Market Update
Flows Turn Capitulatory Ahead of CPI, Fractal Launches Latest BTC Scaling Solution
CRYPTO MARKET UPDATE Following an overnight recovery, crypto prices have once again aligned with equities, which have drifted lower since the U.S. market open. #BTC is hovering around $55,000, #ETH is just below $2,300, and #SOL is trading just under $130. Before the broader market pullback over the past couple...
Funding Fridays
Slow Start for September
WEEKLY RECAP Funding totals were low in a short week following the Labor Day holiday. Total funding fell by 66% from $193 million to $67...
Market Update
Derisking Continues After NFP Data, Celestia Releases 1GB Block Roadmap
MARKET UPDATE Risk assets are selling off following the release of Non-Farm Payrolls data this morning, showing 142k payrolls added in August compared to 165k...
Comments
Caution in the Near-term Still Warranted, Q4 Setup Remains Compelling (Core Strategy Rebalance)
In today's video, we discuss the increasing near-term risks as demonstrated by the disconnect between real yields and bitcoin, and by a rising MOVE index....
- Crypto Strategy
Caution in the Near-term Still Warranted, Q4 Setup Remains Compelling (Core Strategy Rebalance)
THIS WEEK’S ECONOMIC DATA SKEWS TOWARD HARD-LANDING For this week’s note, we will begin by revisiting our market map for the near-term outlook on crypto. Over the past few months, the market has oscillated between expectations of a hard landing, soft landing, and no landing. However, since Powells’s speech at...
Market Update
HNT Strength Persists Following $200k Burn, Broder Crypto Market Falls on Mixed Econ Data
CRYPTO MARKET UPDATE Jobless claims came in consistent with recent trends, while the ADP report fell well below market expectations, posting 99k jobs versus the...
Market Update
Crypto Bounces, Polygon Migrates to POL
MARKET UPDATE U.S. TREASURY YIELDS ARE DROPPING FOLLOWING SOFTER-THAN-EXPECTED JOLTS DATA, SHOWING 7.67 MILLION JOB OPENINGS IN JULY VERSUS 8.1 MILLION EXPECTED. The US10Y has...
Comments
Election and Rates Cited as Key Risks Stunting New Order Growth, Prediction Markets / Polling Shift Toward Trump
In today's video, we explore the risk-off move in crypto, analyze what the ISM Manufacturing report suggests about market risks in the coming months, highlight...
Market Update
Risk-Off Move Ahead of Jobs Data, Prediction Markets Shift Towards Trump
CRYPTO MARKET UPDATE September is off to a bumpy start for markets. The ISM manufacturing PMI came in at a contractionary 47.2, below the expected...
