Crypto Research
- Funding Fridays
- Market Update
VanEck Files for Spot SOL ETF, Miners Consolidate
CRYPTO MARKET UPDATE THE CRYPTO MARKET RALLIED THIS MORNING ALONGSIDE FALLING RATES AND A WEAK DXY. Quarterly GDP growth aligned with market expectations at 1.4%, and durable goods orders slightly exceeded expectations. The most important piece of macro data this week will be Core PCE, due tomorrow. Among the majors,...
- Market Update
Blast Airdrop Goes Live, Bybit Card Integrates with Apple Pay
CRYPTO MARKET UPDATE U.S. EQUITIES ARE RELATIVELY FLAT AS THE #DXY HAS SURGED ABOVE $106, FUELED BY THE YEN'S WEAKNESS, WITH USDJPY HITTING ITS HIGHEST LEVEL SINCE 1986. Crypto assets are giving back some of yesterday’s gains, with #BTC trading at $61.2k and #ETH hovering near $3,350. #AVAX is showing...
Market Update
Mt. Gox Repayments to Begin in July, Riot Withdraws its Bitfarms Bid
CRYPTO MARKET UPDATE EQUITIES ARE MIXED THIS MORNING, WITH THE $SPY GAINING 0.30% AND THE $QQQ DECREASING 0.31%, WEIGHED DOWN BY A 5% DROP IN...
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Lido Looks Like a Good Risk/Reward (Core Strategy Rebalance)
In today's video, we discuss our tactical caution, the divergence between equities and crypto, and why we think that, despite our near-term views, now is...
Funding Fridays
Solana L2 a Bright Spot in Dim Funding Week
WEEKLY RECAP Private funding was suppressed as we enter the summer season, with total funding dropping 43% week-over-week to $66 million and deal count decreasing...
- Market Update
Coinbase and Stripe Partner Up, Animoca Brands Exploring Public Listing
CRYPTO MARKET UPDATE DESPITE MAY PCE DATA COMING IN LINE WITH EXPECTATIONS AT 0.0% MOM, U.S. TREASURY YIELDS ARE MOVING HIGHER ACROSS THE CURVE, AND THE DXY IS HOLDING STEADY AT $105.8. Equity indices are flat on the day in the final trading session of Q2. Crypto is showing weakness,...
Market Update
Coinbase Enables Pre-Launch Markets, HashKey Reveals Token Details
CRYPTO MARKET UPDATE U.S. EQUITIES ARE FLAT IN TODAY’S TRADING AHEAD OF TOMORROW’S MARKET CLOSURE IN RECOGNITION OF JUNETEENTH. This morning’s retail sales report showed...
Market Update
DXY Strength Weighs on Crypto, ETH ETF Expected Early July
CRYPTO MARKET UPDATE CRYPTO HAS RESUMED ITS RECENT WEAKENING TREND FOLLOWING A WEEKEND PUMP, WITH #BTC TESTING THE $65K LEVEL, #ETH TRADING AROUND $3500, AND...
Funding Fridays
Intents-Based Projects Becoming Hot Trend
WEEKLY RECAP This week’s $113 million in funding was less than half of last week’s $242 million, although the deal count showed a more modest...
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Raising Some Cash (Core Strategy Rebalance)
Today we discuss taking some risk off the table in light of crypto's continued muted response to disinflationary data and the lack of breadth within...
