Long-term Investors HODL as Potential Catalysts Approach
Key Takeaways
China FUD causes crypto markets to sell-off for the second week in a row. We take a deeper dive to understand the broader implications (or lack thereof) of the most recent regulatory crackdown announced by Beijing.Leverage and funding rates are trending lower, signaling uncertainty among short-term market participants.Despite recent volatility, HODLers continue to accumulate bitcoins, leading to an increasingly illiquid bitcoin supply.The Lightning Network allows Bitcoin to gain adoption as a global currency while saving consumers and merchants billions in annual costs.Seasonal trends are starting to look favorable for investors as October has been an overwhelmingly positive month for Bitcoin.We view the potential approval of a futures-based Bitcoin ETF and increased confidence surrounding a successful transition to ETH 2.0 to be near-term catalysts that clients should have on their radar.Bottom Line: BTC is trading below its 200-day moving average. For those with near-term liquidity needs, it may be suitable to wait until we re-test this level. However, we are steadfast in our view that any near-term selling is an opportunity to buy as we anticipate a risk-on environment through the end of the year to yield a run at all-time highs for both Bitcoin and Ethereum....Unlock this article by joining our Community!
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