Technicals Suggest Another Leg Higher in BTC Dominance, ConsenSys Sues the SEC

Apr 26, 2024

Major equity indices are rallying on the back of solid earnings, with both the ^SPX 0.17%  and QQQ 0.14%  up over 1%. Meanwhile, crypto markets are churning lower, which is understandable as we should not expect crypto to rally alongside equities during an earnings-driven market. Crypto remains an apparently undecided market ahead of next week’s FOMC meeting and the Quarterly Refunding Announcement (QRA), evidenced by another day of ETF outflows and a persistent discount on Coinbase. Fears over a hot Core PCE were quelled with today’s report, which showed a 0.3% monthly growth—aligned with analyst expectations and likely below market expectations following yesterday’s GDP print. Naturally, yields are moving lower on the day, but the DXY N/A% is maintaining its strength, likely attributable to the Bank of Japan’s reluctance to hike rates yesterday evening. BTC -0.46% has fallen to $63.5K, while ETH -1.10% , currently trading just over $3,100, is down slightly less on a relative basis following the Consensys lawsuit yesterday. SOL -2.56% has dropped to $142. Among the top 50 coins, the “dino coins” appear to be holding up the best, with LTC -1.28% and ETC -3.04% both up approximately 3%.

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CRYPTO MARKET UPDATE Crypto prices have rebounded slightly following yesterday's sharp selloff, with BTC -0.46% climbing back above $61,000 and SOL -2.56% moving above $145, while ETH -1.10% is lagging, trading around $2,400. Among today's outperformers is SUI -4.20% , 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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