Crypto Research
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THE BID WE’VE BEEN WAITING FOR Last week, we painted a picture of a market on the cusp of a potential rally. Our thesis hinged on a confluence of favorable factors: a local peak in rates, a possible global liquidity turnaround, and encouraging seasonality trends. However, the market remained largely inert, a phenomenon we attributed to the uncertainty surrounding the SEC's potential stance on Grayscale. The market had been in...
Today’s video discusses a mounting set of bullish indicators such as the possibility of near-term clarity on spot Bitcoin ETF approvals, a potential local peak in interest rates, and improving liquidity conditions, presenting an appealing case for a crypto rally. For our latest Crypto Strategy note click Here.
SEC DEADLINE LOOMS Back in August, a court sided with Grayscale, accusing the SEC of acting in an “arbitrary and capricious manner” when it denied their spot Bitcoin ETF application. Since then, the SEC's options have narrowed to the following:Appeal the court's decision within a 45-day window.Develop a new rationale for rejecting spot Bitcoin ETFs.Consider revoking existing approvals for futures-based ETFs as justification for denying spot ETFs.Conform to the judicial...
Following our recommendation on Thursday afternoon for a short-term tactical trade on AVAX, the asset experienced a promising rally to nearly $12, marking a robust 30% rebound from its recent lows. However, in the overnight hours, a critical development emerged: Stars Arena, the SocialFi app that catalyzed recent AVAX activity, appears to have been compromised. The price of AVAX has since returned to just above our initial entry point. It's...
Today’s video discusses Bitcoin's recent outperformance compared to traditional equities amid recent macro turmoil, with correlations suggesting a complete decoupling from key macro indicators. We also present two altcoins potentially set to capitalize on emerging trends in RWA and SocialFi. For our latest Crypto Strategy note click here.
WHAT HAPPENS WHEN BONDS HAVE A HIGH EMISSIONS SCHEDULE Traditional markets have undeniably faced a whirlwind of volatility over the past week. The bond market continued its recent trajectory with the long end of the yield curve soaring to new multi-decade highs. At one juncture, the 30-year yield even brushed against the 5% mark, a development that has rattled both bond and equity investors. Concurrently, the DXY index maintained its...
ETHTFS COMING TO A BROKERAGE ACCOUNT NEAR YOU Thursday marked a broad-based rebound in equities and crypto, with a modest bounce in the bond market tagging along. This crypto rally received an extra push from some noteworthy developments. Our flash insight on Thursday morning highlighted Bloomberg’s Eric Balchunas' commentary, suggesting a high likelihood that the SEC would greenlight ETH futures ETFs this week due to the imminent government shutdown, which...
INTRODUCTION One of the major complaints about crypto is that the user experience (UX) is unintuitive and clunky. Moving funds from bank accounts to non-custodial wallets is a cumbersome multi-step process. Once funds have arrived on-chain, trading on decentralized exchanges (DEX) has its issues with giving token approvals and manually trading tokens at the market price. On-chain limit orders or stop-losses have previously been nonexistent for DEX traders, making it...