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Crypto Research

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Executium 6meY2WdaIVg Unsplash

CRYPTO MARKET UPDATE THE MARKET REMAINS FIXATED ON THE SUPPLY OVERHANG FROM THE GERMAN GOVERNMENT AND THE MT. GOX ESTATE, AS THE GERMANS CHOSE AN ILLIQUID HOLIDAY WEEKEND TO ACCELERATE THE SALES OF THEIR 50,000 BTC SEIZED IN A CRIMINAL INVESTIGATION. Over the past five days, BTC is down about 7%, ETH about 10%, and SOL about 2%. The drawdowns over the weekend have cleared a considerable amount of leverage...

BCH 5.01% BTC 5.29% ETH 4.17% SOL 4.47%
Discussing the Hot Start to July and the Implications of the SEC Lawsuit on LDO

In today's video, we discuss the SEC lawsuit against ConsenSys, our revised ETH ETF timeline, some encouraging flows data, as well as some sentiment and flows data that we would like to see improve.

Invesco ditches its plan to launch a US bitcoin futures ETF any time soon, just before the first-ever makes its debut

CRYPTO MARKET UPDATE RATES HAVE PARED EARLY MORNING LOSSES AFTER MAY JOLTS DATA SHOWED 8.14 MILLION JOB OPENINGS VERSUS 7.91 MILLION EXPECTED. Equities are showing slight gains, with the SPY 1.11%  increasing to $546 and the QQQ 1.36%  gaining to $484, helped by Tesla’s better-than-expected Q2 deliveries, leading to TSLA surging over 9%. Crypto assets are mixed, with majors showing declines and the broader altcoin market rallying. BTC is trading below $61.8k,...

BTC 5.29% ETH 4.17% TSLA N/A% XLM 12.72% HOOD +4.93% QQQ +1.36% SPY +1.11%
Jievani Weerasinghe NHRM1u4GD A Unsplash

CRYPTO MARKET UPDATE BTC IS UP 5% SINCE MARKET CLOSE ON FRIDAY, HOVERING JUST ABOVE $63K, WHILE ETH IS LAGGING, CURRENTLY TRADING BELOW $3500. This ETH underperformance further supports the idea that market expectations for the ETH ETFs are relatively muted. Meanwhile SOL is nearly back to the level it traded at on Thursday following VanEck's application to list a SOL ETF, now trading around $148. While we have yet...

BTC 5.29% ENS 6.43% ETH 4.17% EURC 0.06% SOL 4.47% USDC 0.00%
Funding Rebounds to End Q2

WEEKLY RECAP In the final week of Q2, crypto funding bounced back, rising 64% from $78 million to $128 million, while deal count rose modestly from 18 to 20. The funding total was dominated by Infrastructure, which comprised 88% of the total and also made up 55% of the total deal count. CeFi broke its streak of two weeks with no deal flow with a singular Series A round completed...

Crypto 2021 Mid-Year Outlook

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, with BTC declining to $60.7k and ETH falling below $3,400. After surging upon news of VanEck filing for a Solana...

AVAX 11.14% BONK 5.58% BTC 5.29% ETH 4.17% SOL 4.47% WIF 4.94% COIN +4.15%
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.

ETH ETFs Could See $5B in First 5 Months (Core Strategy Rebalance)

LESSONS FROM OPEC We have witnessed a significant market panic partially related to formerly locked BTC hitting the order books. The major sources of supply include:Mt. Gox – 141,686 BTCUS Government – 8,100 BTCGerman Government – 50,000 BTC At current prices, this would equate to over $12 billion in supply. This threat, combined with an inhospitable macro backdrop (rising DXY, higher rate expectations, hawkish Fed), has brought BTC down to...

BTBT BTC 5.29% BTDR CLSK CORZ ETH 4.17% ETHE N/A% HNT 11.26% HOOD 9.52% HUT N/A% IMX 7.51% IREN LDO 13.04% MKR 7.14% OP 7.17% PENDLE 5.70% RON 0.00% SOL 4.47% STX -3.86% USDC 0.00% WGMI N/A% WULF COIN +4.15% MARA +4%
The 2 reasons bitcoin could surge by 170% to $168,000 by year-end as crypto-linked ETFs roll out

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, SOL outperformed, rallying to $148 on the news of VanEck filing an ETF application. Meanwhile, ETH is trading around $3,450,...

BTC 5.29% ETH 4.17% JUP 1.65% KAS 1.08% MKR 7.14% SOL 4.47% IWM +0.89%
Executium PCWOez71S1E Unsplash

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 strength today following news of popular web3 developer, OtherWorld announcing its choice to build an NFT platform on Avalanche. OtherWorld...

AVAX 11.14% BLAST 0.00% BTC 5.29% ETH 4.17% TRX 2.71%
Discussing the ETH ETF Setup

In today's video, we discuss the today's market recovery, analyze yesterday's sell-off, and explore what the market is overlooking in the lead-up to the ETH ETF launch.

Executium ClCAEiWideU Unsplash

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 is attempting to reclaim $62k, while ETH hovers just above $3400, and SOL tries to break through $140 again. Interestingly,...

BTC 5.29% ETH 4.17% SOL 4.47% QQQ +1.36% ^SPX
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