Crypto Weekly (Sept. 18th, 2019)
Weekly recap...
- OKEx Korea delisting all privacy tokens shows regulators tightening grip around crypto
- Hedera mainnet launch on 9/16; project valued at ~$5.3B (total supply)
- Watch for Bitcoin Misery Index to fall closer to 50 for better risk/reward profile
Center Story
1. Regulators are slowly wrapping their tentacles around pockets of crypto
OKEx Korea delisting all privacy coins on October 10th due to violation of Financial Action Task Force's "Travel Rule"
OKEx Korea (not its global unit) is delisting privacy cryptocurrencies from its exchange. This action does nothing to directly impact the operations or development of the project itself, but does show their vulnerability to legislative scrutiny.
Privacy focused cryptocurrencies and those which could be serious competitors to fiat currencies will likely see a lot more red tape coming their way. Libra, for example, received a cold welcome on the Hill in D.C., and European lawmakers have not been kinde (German and France openly oppose its existence).
What else to know (source: The Block)..."In June, the FATF, the global money-laundering watchdog, issued its final crypto guidelines, retaining “travel rule,” which requires exchanges to collect and transfer customer information durin...Unlock this article by joining our Community!
An FSI Pro, or FSI Crypto subscription is required in order to access this content.
*Free trial available only on a monthly plan
Already a member?
We accept crypto via BitPay for yearly subscriptions.
Choose one of our yearly plans to save nearly 15%Webinars
We host over 12 LIVE webinars per year with our research team and high-profile special guests. Incredible value and market insights!
WEEKLY
COMING SOON
Fireside Chats
Weekly interviews with our research heads about market opportunities and important updates.
WEEKDAYS
Tom Lee's First Word
The best market research out there -- on a near-daily basis.
ON MARKET EVENTS
Tom Lee's Intraday Word
These are released periodically after crucial market developments.
DAILY
Daily Technical Strategy
Daily commentary on market trends and short term opportunities.
WEEKLY
Wall Street Whispers
Exclusive insights based on discussions with institutional clients.
WEEKLY
Quantitative Strategy
Quantitative market research utilizing industry-leading analytical methods.
WEEKLY
US Policy
Weekly update on developments in Washington DC and how they may impact Wall Street.
WEEKLY
Weekly Roadmap
Weekly summary of market events and updates on our key theses.
EARNINGS SEASON
Earnings Daily
A multi-faceted update of earnings developments.
UPDATED BI-WEEKLY
Signal From Noise
Highlights timely market themes and sectors with corresponding stocks, cutting through the day-to-day market “noise” for a distinct perspective.
UPDATED QUARTERLY
Granny Shots
Thematic investment stock picks that aim to outperform the S&P 500.
UPDATED MONTHLY
Brian’s Dunks
Single stock pics that are poised to outperform the index by leveraging sector outperformance and earning revisions strategies.
UPDATED MONTHLY
FSI Sector Allocation
A sector allocation strategy that is designed to outperform the S&P 500 while taking minimal risk.
UPDATED MONTHLY
Factor Strategy
List of ETFs based on quantitative models that should outperform the S&P 500 on a monthly basis.
UPDATED MONTHLY
Newton's Upticks
Technically derived, intermediate-term picks of attractive risk/reward opportunities from the S&P 500.
FSI Academy
Thematic investment stock picks that aim to outperform the S&P 500.
Community Questions
We gather your inquiries and answer them in the most scalable way. Hear directly from our research principals!
Community Interviews
Get questions answered directly by our research heads and guest speakers.
Get access to all the macro research on FS Insight
First Month Free!
Webinars
Ongoing webinars exploring crypto opportunities, in depth research, and exclusive research offerings from our team of analysts and leading cryptocurrency firms.
WEEKLY
Crypto Comments
Digestible videos expanding on important market events and metrics that are shaping cryptocurrency markets.
DAILY
Crypto Market Update
Stay on top of the crypto markets with macro commentary, technical analysis, and the most relevant news.
INTRA MONTH
Crypto First Word from Tom Lee
Hear directly from Tom Lee about important cryptocurrency developments.
WEEKLY
Crypto Technical Strategy
From Bitcoin, Ethereum and Solana to other coins, our Head of Technical Strategy highlights important price movement to help give you an edge.
WEEKLY
Crypto Strategy
A must-read summarizing our key thoughts about the crypto market, price action, and developing trends.
WEEKLY
Funding Fridays
Are you looking for investment opportunities in the crypto space? We explore early-stage crypto opportunities in this note about where the smart money is being invested!
WEEKLY
COMING SOON
Crypto Events
Never miss another conference, a high-impact software update, or an event that could be market-moving!
NTRA-MONTH
Deep Research Reports
Our consulting business delivers incredible deep research reports to highlight the economics and viability of exciting crypto projects.
WEEKLY
Crypto Strategy
Keep track of bitcoin sentiment to plan your digital assets strategy.
FSI Academy
Our main goal is to make you a better investor! This series will guide you through key financial concepts and topics in an understandable way.
Community Questions
We gather your inquiries and answer them in the most scalable way. Hear directly from our research principals!
Community Interviews
Get questions answered directly by our research heads and guest speakers.
Get access to all the Crypto research on FS Insight
First Month Free!
Webinars
We host over 12 LIVE webinars per year with our research team and high-profile special guests. Incredible value and market insights!
WEEKLY
COMING SOON
Fireside Chats
Weekly interviews with our research heads about market opportunities and important updates.
WEEKDAYS
Tom Lee's First Word
The best market research out there -- on a near-daily basis.
ON MARKET EVENTS
Tom Lee's Intraday Word
These are released periodically after crucial market developments.
DAILY
Daily Technical Strategy
Daily commentary on market trends and short term opportunities.
WEEKLY
Wall Street Whispers
Exclusive insights based on discussions with institutional clients.
WEEKLY
Quantitative Strategy
Quantitative market research utilizing industry-leading analytical methods.
WEEKLY
US Policy
Weekly update on developments in Washington DC and how they may impact Wall Street.
WEEKLY
Weekly Roadmap
Weekly summary of market events and updates on our key theses.
EARNINGS SEASON
Earnings Daily
A multi-faceted update of earnings developments.
UPDATED BI-WEEKLY
Signal From Noise
Highlights timely market themes and sectors with corresponding stocks, cutting through the day-to-day market “noise” for a distinct perspective.
UPDATED QUARTERLY
Granny Shots
Thematic investment stock picks that aim to outperform the S&P 500.
UPDATED MONTHLY
Brian’s Dunks
Single stock pics that are poised to outperform the index by leveraging sector outperformance and earning revisions strategies.
UPDATED MONTHLY
FSI Sector Allocation
A sector allocation strategy that is designed to outperform the S&P 500 while taking minimal risk.
UPDATED MONTHLY
Factor Strategy
List of ETFs based on quantitative models that should outperform the S&P 500 on a monthly basis.
UPDATED MONTHLY
Newton's Upticks
Technically derived, intermediate-term picks of attractive risk/reward opportunities from the S&P 500.
FSI Academy
Thematic investment stock picks that aim to outperform the S&P 500.
Community Questions
We gather your inquiries and answer them in the most scalable way. Hear directly from our research principals!
Community Interviews
Get questions answered directly by our research heads and guest speakers.
Get access to all the macro research on FS Insight
First Month Free!
Webinars
Ongoing webinars exploring crypto opportunities, in depth research, and exclusive research offerings from our team of analysts and leading cryptocurrency firms.
WEEKLY
Crypto Comments
Digestible videos expanding on important market events and metrics that are shaping cryptocurrency markets.
DAILY
Crypto Market Update
Stay on top of the crypto markets with macro commentary, technical analysis, and the most relevant news.
INTRA MONTH
Crypto First Word from Tom Lee
Hear directly from Tom Lee about important cryptocurrency developments.
WEEKLY
Crypto Technical Strategy
From Bitcoin, Ethereum and Solana to other coins, our Head of Technical Strategy highlights important price movement to help give you an edge.
WEEKLY
Crypto Strategy
A must-read summarizing our key thoughts about the crypto market, price action, and developing trends.
WEEKLY
Funding Fridays
Are you looking for investment opportunities in the crypto space? We explore early-stage crypto opportunities in this note about where the smart money is being invested!
WEEKLY
COMING SOON
Crypto Events
Never miss another conference, a high-impact software update, or an event that could be market-moving!
NTRA-MONTH
Deep Research Reports
Our consulting business delivers incredible deep research reports to highlight the economics and viability of exciting crypto projects.
WEEKLY
Crypto Strategy
Keep track of bitcoin sentiment to plan your digital assets strategy.
FSI Academy
Our main goal is to make you a better investor! This series will guide you through key financial concepts and topics in an understandable way.
Community Questions
We gather your inquiries and answer them in the most scalable way. Hear directly from our research principals!
Community Interviews
Get questions answered directly by our research heads and guest speakers.
Get access to all the Crypto research on FS Insight
First Month Free!
Articles Read 3/3
🎁 Unlock 2 extra articles by joining our Community!
You’ve reached your limit of 3 free monthly articles. Please enter your email to unlock 2 more articles.
Already have an account? Sign In bfb7c3-7eeeb8-077432-43b25c-dc5c51
Already have an account? Sign In bfb7c3-7eeeb8-077432-43b25c-dc5c51
Reports you haven't read
RATES SURGE ON HIGHER FOR LONGER As expected, Fed Chair Powell took to the podium yesterday and kept interest rates unchanged. Concurrently, he unveiled the Fed’s new dot plot, which forecasts one more rate hike for this year but two fewer cuts for the next year. This was perceived as more hawkish than anticipated by both traditional and crypto markets. The dot plot and Powell's rhetoric collectively signal a 'higher...
TACTICAL CAUTION Throughout this year, we've been navigating a complex interplay between overarching macro influences and crypto-specific events. Milestones such as BlackRock's ETF application, Ripple's legal win over the SEC, and Grayscale's similar success have been promising, yet they've occurred amidst a peak in global liquidity. This timing has effectively curtailed any long-lasting bullish momentum in the crypto markets. While we've been vocal proponents of maintaining risk exposure, the convergence...
THE US DOLLAR WRECKING BALL CONTINUES Last week, our near-term outlook remained uncertain, though we leaned toward the possibility that a positive catalyst, such as a victory for Grayscale, could coincide with easing liquidity conditions. This would mark a significant departure from the tightening conditions—indicated by the DXY—that followed the last two crypto-specific catalysts this year. The likelihood of interest rates reaching a peak, the dollar beginning to decline, and...
GRAYSCALE VICTORY As recently discussed, we’ve been awaiting either short-term relief in liquidity conditions—indicated by falling interest rates, a declining DXY, and increasing central bank liquidity—or the realization of crypto-specific catalysts for better price action. This week, we received encouraging news on both fronts. The courts have ruled that the SEC acted in an arbitrary and capricious manner when denying the spot Bitcoin ETF. _Source: Court Decision in Grayscale v...
