Crypto Research
- Market Update
- Comments
- 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 COMING TO MARKET. It was a somewhat rare occurrence to have such a significant selloff in #BTC but an overall positive day for altcoins. #BTC...
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
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
Market Update
Coins Continue Rolling Over, RIOT Buys More BITF
CRYPTO MARKET UPDATE ECONOMIC DATA CONTINUES TO SOFTEN, WITH TODAY'S CONSUMER SENTIMENT SURVEY COMING IN AT 65.6, BELOW THE CONSENSUS MARKET FORECAST OF 72. One-year...
Crypto Strategy
Raising Some Cash (Core Strategy Rebalance)
We wrote on Thursday about how the reaction to recent macro data has been quite underwhelming. Crypto broadly rallied in response to a cool CPI...
Market Update
Microstrategy Proposes $500 Million Convertible Note Offering, Terraform Labs Dissolving after $4.47 Billion Settlement
CRYPTO MARKET UPDATE THIS MORNING’S PPI DATA CONTINUES THE RECENT STREAK OF SOFTER INFLATIONARY DATA, WITH THE MAY MOM READING COMING IN AT -0.2% VERSUS...
Crypto Strategy
Favorable Setup Persists, but the Lack of Follow-Through Requires Closer Scrutiny
OVERALL, IT WAS A GOOD CPI/FOMC DAY As any market observer knows by now, CPI came in remarkably cool yesterday. May CPI data was soft...
