Crypto Research
- Market Update
- Comments
ETH ETFs Could See $5B in First 5 Months
In today's video, we discuss what OPEC can teach us about the current crypto market, potential tailwinds from less miner selling, our view on aggregate demand for BTC, and why we think ETH ETF flows will surprise investors to the upside. https://vimeo. com/970242747/b1569d3e4a? share=copy
- Crypto Strategy
ETH ETFs Could See $5B in First 5 Months (Core Strategy Rebalance)
LESSONS FROM OPEC We have witnessed a significant market panic partially related to formerly locked BTC hitting the order books. The major sources of supply include:Mt. Gox – 141,686 BTCUS Government – 8,100 BTCGerman Government – 50,000 BTC At current prices, this would equate to over $12 billion in supply....
Comments
Discussing the ETH ETF Setup
In today's video, we discuss the today's market recovery, analyze yesterday's sell-off, and explore what the market is overlooking in the lead-up to the ETH...
Market Update
Encouraging Move in CB Discount at US Market Open, CORZ announcement leads HPC Miner Cohort Higher
CRYPTO MARKET UPDATE CRYPTO IS REBOUNDING NICELY TODAY FOLLOWING AN INTENSE BITCOIN-LED SELLOFF YESTERDAY, CATALYZED BY IDIOSYNCRATIC SELL PRESSURE FROM FEARS OVER MT. GOX SUPPLY...
Liquid Ventures
Nuco.Cloud
CLOUD COMPUTING OVERVIEW The creation of the internet has had a significant impact on how enterprises are run and managed. Prior to the internet, companies...
- Funding Fridays
Funding Rebounds to End Q2
WEEKLY RECAP In the final week of Q2, crypto funding bounced back, rising 64% from $78 million to $128 million, while deal count rose modestly from 18 to 20. The funding total was dominated by Infrastructure, which comprised 88% of the total and also made up 55% of the total...
Market Update
ETH Outperforming for Second Straight Week, 3iQ Launches Spot SOL ETF
CRYPTO MARKET UPDATE TODAY'S FLASH S&P PMIS SURPRISED TO THE UPSIDE, LEADING TO A BRIEF UPTICK IN RATES, WHICH HAS SINCE LARGELY RECEDED. Despite this,...
Crypto Strategy
LDO Risk/Reward Looks Good Here, Immediate-term Macro Picture Still Uncertain (Core Strategy Rebalance)
FLOWS AND SENTIMENT STILL SUBDUED Last week, we received a better-than-expected CPI print, but the DXY continued to move higher due to global weakness and...
Market Update
LayerZero Launches Token, SEC Closes Investigation into Ethereum 2.0
CRYPTO MARKET UPDATE DESPITE SLIGHTLY HIGHER THAN EXPECTED JOBLESS CLAIMS (238K VS. 235K EXP.) AND WEAK HOUSING STARTS DATA, RATES ARE RISING TODAY, WITH THE...
Comments
Discussing the Recent Market Rinse
Today, we discuss the recent market rinse, how it is not necessarily inconsistent with what we are seeing in the equity market, and the metrics...
