Record-Setting BTC Inflows, Coinbase to Issue $1B in Convertible Notes

Mar 13, 2024

BTC surged in the overnight hours, nearing $74k, following a day of record inflows into spot ETF products. It’s now trading around $72.5k. ETH is showing relative weakness this morning, dipping just below $4k. This may be due to capital rotating into Layer 2 solutions and other Ethereum-related assets following the successful Denunc upgrade. Ethereum-adjacent assets such as AAVE, SYN, MATIC, MKR, and ARB 0.25% , are outperforming thus far today. SOL -1.45%  has continued its gradual climb, now trading just north of $152. NEAR 0.32%  is also showing relative strength ahead of next week’s NVIDIA AI conference. In traditional markets, rates are on the rise following a disappointing 10-year auction yesterday, with anticipation building ahead of a significant 30-year auction today. Equities are seeing gains across most sectors, although major indices are being weighed down by tech stocks; the SPX is down about 0.20%, and the QQQ is down about 0.70%. Despite the uptick in rates, traditional gold has edged slightly higher, up about 0.30% for the day.

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MARKET UPDATE Crypto is broadly lower today as geopolitical conflict continues to weigh on risk assets, with BTC 0.21% falling to $60k and ETH -2.50% 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 -2.30% is also showing slight gains following...

CRYPTO MARKET UPDATE Crypto prices have rebounded slightly following yesterday's sharp selloff, with BTC 0.21% climbing back above $61,000 and SOL 4.40% moving above $145, while ETH -2.50% is lagging, trading around $2,400. Among today's outperformers is SUI -0.36% , 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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