Crypto Research
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MARKET UPDATE Markets are selling off in the first day of Q4, fueled by geopolitical fears as tensions rise in the mid-east. The SPY 0.41% and QQQ 0.19% have dropped 1.14% and 1.92%, respectively, while the VIX has surged over 17%. XAU and DXY are gaining as investors move towards safe-havens. Crypto assets have also sold off, with BTC briefly dropping below $62k and ETH below $2.5k. Among altcoins, SUI is showing...
CRYPTO MARKET UPDATE Crypto markets have broadly moved lower over the past 24 hours, though there are notable pockets of resilience. BTC is testing its 200-day moving average, just below $64,000, while ETH is showing relative strength, trading above $2,600. SOL has outpaced both majors, trading just above $156. Among the top 100, standout performers include BONK, BEAM, WIF, AR, and TAO. Meanwhile, US equity markets are rebounding from a...
WEEKLY RECAP In the last full week of September, crypto funding rose 40% from $167 million to $233 million despite the deal count falling by almost half from 29 to 15 deals. This week was a relatively unique week for funding, 97% of funding and 93% of deals falling within the Infrastructure and DeFi categories. CeFi and Web3 saw no deal flow, and Gaming had just one deal for $6...
MARKET UPDATE August PCE data came in slightly below expectations, with Core MoM PCE reading 0.1% vs. 0.2% expected, reaffirming that inflation is receding steadily. Debates over the size of the Fed’s next rate cut have already begun, with odds for 50bps increasing slightly after the PCE data, rising to 52.1% compared to 49.3% yesterday. Stocks are relatively flat to end the week, with the SPY 0.41% gaining 0.14% and the...
PBOC ONE-UPPING THE FED This week, China’s central bank initiated what we believe are the first steps in a broader effort to stimulate the economy, which is struggling to meet its annual growth target of around 5%. These new measures are aimed at reviving economic activity and restoring confidence, especially in the real estate and equity markets, both of which are facing significant challenges. The People’s Bank of China (PBOC)...
MARKET UPDATE The PBoC has announced a fresh package of economic stimulus, weighing a $142 billion injection into top domestic banks and pledging to stabilize the housing and stock markets. Domestically, durable goods data came in better than expected, and GDP met expectations, providing more confidence in the stability of the U.S. economy. Crypto is responding positively to both developments, as BTC has gained to $65.3k and ETH to $2,650,...
AI Miners Continue Outperformance, CB Premium Remains Muted Despite Flows Increasing
CRYPTO MARKET UPDATE The crypto market has been consolidating over the past 12 hours following Bitcoin’s first daily close above its 200-day moving average since last August. BTC is hovering just below $64K, while ETH is holding above $2,600, and SOL remains strong above $150. SEI, one of the high-performance L1s that rallied significantly in Q1, is leading the market today, following a similar path to SUI. Other notable outperformers...
In today’s video, we explore the implications of BTC ETF options approval and the impact of PBOC's monetary stimulus on the broader crypto ecosystem. We also explain why the outperformance of Chinese equities serves as a bullish signal for BNB. TICKERS IN THIS VIDEO: BTC
INTRODUCTION In an increasingly digital world, demand for wireless internet has never been higher. The wide use of handheld devices, the growth of “smart devices,” and the commercial importance of connectivity have left traditional carriers struggling to keep up with demand. Carriers have begun exploring zero to low-capex alternatives to provide services to their customers through the help of decentralized infrastructure networks (dePIN). XNET is a decentralized wireless network using...
MARKET UPDATE Equities are gaining following the People’s Bank of China announcing the largest stimulus package since the pandemic. China-related names are surging, with FXI 1.28% and KWEB 2.52% gaining more than 8%. The SPY 0.41% and QQQ 0.19% have gained 0.22% and 0.67%, respectively. Crypto is mixed, with altcoins outperforming the majors. BTC has declined modestly to $63k, and ETH is trading just above $2,600. TIA has been one of the top gainers...