GBTC Outflows Continue to Subside, Jupiter Volumes Skyrocket Ahead of Big Airdrop

Jan 29, 2024

This week is shaping up to be a significant one on the macro front, with the JOLTS report on Tuesday, the FOMC meeting and Treasury Quarterly Refunding Announcement (QRA) on Wednesday, PMIs on Thursday, and jobs data on Friday. Despite a downward trend in rates today, possibly hinting at the Fed’s tone this week, DXY is climbing, largely due to a weakening Euro. In the equities market, major indices are showing relatively flat performance so far. Meanwhile, gold is experiencing a slight uptick, and BTC is advancing towards $43k, following a weekend of steady prices and improving market sentiment due to slowing GBTC outflows. ETH is moving higher but lagging the rest of the market as it approaches the $2300 level. SOL N/A%  is notably outperforming, once again challenging $100, driven by increased inflows into its ecosystem following a recent memecoin launch and in anticipation of a massive airdrop scheduled for Wednesday (more on this below). Other assets displaying outsized strength today include INJ, PYTH, TIA, and DOGE.

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MARKET UPDATE Crypto is broadly lower today as geopolitical conflict continues to weigh on risk assets, with BTC -1.29% falling to $60k and ETH -3.60% approaching the low $2,300s. Aptos (APT N/A% ) is one of the few gainers in the top 100 tokens as they have strengthened their presence in Japan via an acquisition of HashPalette, a Japanese NFT service provider and developer of Palette Chain. AAVE -4.91% is also showing slight gains following...

CRYPTO MARKET UPDATE Crypto prices have rebounded slightly following yesterday's sharp selloff, with BTC -1.29% climbing back above $61,000 and SOL -2.71% moving above $145, while ETH -3.60% is lagging, trading around $2,400. Among today's outperformers is SUI -6.78% , which appears resilient despite a $115 million token unlock yesterday. Oil is partially retracing its early rally, gold is lower on the day, and yields are moving higher, suggesting at least a temporary reversal of...

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