Crypto Research
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FLOWS BEGET MORE FLOWS We have recently discussed the potential return of crypto being correlated with equities due to the new category of market participants entering the fold. However, price action this week suggests that inflows into the BTC ETFs may be throwing water onto that theory. It seems apparent that, at least in the near-term, that the ETF flows narrative is gaining steam, and it is likely that the...
Marathon Announces Strong Earnings and Bitcoin L2, Gemini Comes to Settlement Agreement
The January PCE report this morning was largely in line with expectations, alleviating fears of a reacceleration of inflation. U.S. equities responded positively to the data, with SPY gaining 0.17% and the QQQ rising 0.42%. Crypto markets are mixed, with BTC declining 0.78% to $62k and ETH rising 1.45%. Yesterday marked the largest day of net inflows into Bitcoin ETFs since the launch, totaling $673 million and bringing cumulative AUM...
Bitcoin Surges Above $62k, Ark Invest & 21Shares Integrate Chainlink Proof of Reserves
Bitcoin (BTC) continues its stellar week, rising 9.02% to surpass the $62k mark and bring it within 11% of its all-time high. ETH has gained 5.43% today, exceeding $3,400, a level not seen since April 2022. Meme coins are outperforming today, with PEPE, DOGE, and WIF gaining 21.63%, 19.07%, and 23.25%, respectively. The strong moves across various names have squeezed shorts, with over $209 million in short liquidations in the...
Bitcoin ETFs Set Volume Record, Aero Provides Reminder of Potential Goldmine On COIN Balance Sheet
Bitcoin surged higher yesterday evening during Asian market hours, climbing from $54.8k to reach $57k. This increase followed a day of impressive inflows into spot BTC ETFs. ETH has taken a backseat for the time being, currently trading slightly above $3.2k. STX -1.63% is performing well, up over 6%, but other recent market leaders are lagging. It appears that flows have shifted towards more speculative corners of the market, with memecoins...
KEY SLIDES FROM THIS REPORT MAJOR MARKET DISCONNECT (SLIDE 3) REALFI: A DATA-DRIVEN PRIVATE CREDIT MARKETPLACE (SLIDE 4) DEMAND FOR CREDIT IN EMERGING MARKETS (SLIDE 9) CHALLENGES FOR IMPACT INVESTORS (SLIDE 11) REALFI AT THE INTERSECTION OF CREDIT, IMPACT, & EM (SLIDE 13)
BTC Breaking Out of Range, Coinbase Premium Suggests a Strong Bid from ETFs to Start the Week
Leading cryptoassets are experiencing a significant breakout this morning, with BTC finally surpassing the $53k mark after roughly two weeks of consolidation between $50k and $52.5k. Despite a pullback in ETHBTC this morning, ETH has continued its upward trajectory, reaching new YTD highs above $3.1k. STX -1.63% is also witnessing a notable rise, climbing nearly 10% today, aligning with its pattern of performing as high beta relative to BTC. Among other...
WEEKLY RECAP Crypto funding surged 72% to $234 million from $136 million, while deal count rose 14% to 25 deals. Infrastructure was the clear winner this week, largely due to Eigen Labs' $100 million fundraising round led by Andreessen Horowitz (DotW). The $100 million round is tied for the largest deal in 2024. For three consecutive weeks, funding and deal counts have primarily been concentrated in Infrastructure and DeFi deals,...
Equities are relatively flat in Fridayâs trading after yesterdayâs sharp surge. The SPY has gained 0.16%, while the QQQ is down 0.09%. Crypto assets are underperforming compared to equities with BTC (-0.47%) briefly dropping below $50.7k and ETH (-1.20%) retreating to the low $2,900âs. Reddit filed for its S-1 yesterday, indicating that it had invested some of its excess treasury funds into Bitcoin, Ether, and Polygon. Following the disclosure, MATIC...
ETH GAINING RELATIVE MOMENTUM Given the success of Solana and Bitcoin's persistent dominance in this bull market, many have been quick to write off ETH. There is no doubt that ETH faces its own set of challenges, including a complex modular stack and potential cannibalization by Layer 2 solutions, which, while crucial to ETH's scaling roadmap, can sometimes fragment liquidity and users. Despite these issues, ETH continues to advance along...