Crypto Market Breaking Higher Ahead of CPI, MSTR Purchases $800M in BTC

Mar 11, 2024

Bitcoin broke out above $70k during the overnight hours, now floating above $72k, marking another new ATH. This price action was closely mirrored by ETH’s resurgence above $4k, currently trading around $4050. AVAX is outperforming on the day, following the announcement that South Korean game publisher Nexon Group will transition its popular MMO RPG, MapleStory, onto the Avalanche network as MapleStory Universe. Meanwhile, NEAR -0.06%  also continues to outperform, likely fueled by anticipation of NEAR co-founder’s upcoming appearance on a panel alongside NVIDIA CEO Jensen Huang at next week’s conference. Despite the backdrop of rising rates ahead of an anticipated hot CPI print on Wednesday, the crypto market is showing remarkable strength. MSTR and COIN are both experiencing upward momentum this afternoon as well, following the announcement that MSTR closed $800 million in convertible notes and used the proceeds to purchase more BTC (more details below). These flows transpired last week alongside another $2.2 billion in net inflows from BTC ETFs (chart below). However, miners continue to find themselves under pressure, underperforming against BTC due to the elevated rate environment. Major equity indices such as the QQQ and SPX are witnessing slight declines, down 0.30% and 0.20%, respectively, on the day, while gold continues to show strength, up approximately 0.20% today.

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MARKET UPDATE Crypto is broadly lower today as geopolitical conflict continues to weigh on risk assets, with BTC 0.48% falling to $60k and ETH -2.59% 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 -6.08% is also showing slight gains following...

CRYPTO MARKET UPDATE Crypto prices have rebounded slightly following yesterday's sharp selloff, with BTC 0.48% climbing back above $61,000 and SOL -3.51% moving above $145, while ETH -2.59% is lagging, trading around $2,400. Among today's outperformers is SUI -5.53% , 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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