Crypto Research
1,746 Results
Coinbase Announces Increase to USDC Rewards Program and the French Arm of Binance Under Investigation
At the time of writing, crypto markets have continued to lag behind other asset classes today - with BTC and ETH down 0.34% and 0.17%, respectively. Traditional markets continue to move higher, with SPX up 0.18% and NDQ up 0.08%. Gold has also risen 0.10%. The majority of altcoins continue to underperform Bitcoin and Ethereum. OP is down 1.44%, SOL -5.67% is down 0.95%, and LINK -0.95% is down 1.83%. Chainlink's price...
Crypto markets have fallen sharply, with BTC down 3.8% while ETH is down 5.7% over the last day. Equities are rebounding today after the Fed sent mixed signals for the interest rate outlook, keeping rates unchanged for the first time since they began hiking while signaling the possibility of future hikes. The S&P continues to push 1.06% higher, and the Nasdaq is up 1.05%. Crypto initially followed equities lower yesterday,...
COINS FACE ADDITIONAL TURBULENCE Last week, we seized the opportunity to "buy the fear" in response to the SEC lawsuits targeting major crypto platforms Coinbase and Binance. In our Core Strategy, we decreased our allocation to stablecoins to 10% and lowered our allocation to alts from 17.5% to 7.5%. This turned out to be fortunate timing on our part, as altcoins continued to face significant losses over the weekend. Moreover,...
Todayâs busy news day kicked off earlier this morning with the release of the latest Producer Price Index. Data came in below expectations at MoM and YoY, likely cementing a pause in interest rate hikes at todayâs FOMC meeting. Traditional indices are up slightly in anticipation of the 2:00 PM decision, with the SPY 0.60% (+0.27%) and QQQ 0.53% (+0.31%) at 2023 highs. BTC (+0.29%) and ETH (+0.15%) are rising in a...
Equities are continuing their tear on the back of today's CPI release. The ^SPX 0.60% and QQQ 0.53% are both trading approximately 80 bps higher. Interestingly, materials and energy are leading the market, suggesting a broadening of the emergent bull market. Crypto continues to track more closely with gold than equities, with BTC and ETH flat over the last 24 hours. Altcoins received an early bid after the release of the highly...
CFTC Wins Lawsuit Against Ooki DAO, Solana Foundation and Polygon Labs Argues Against Securities Classification
Equity markets edged higher ahead of a key week where investors await key inflation data and the Federal Reserve's interest rate decision. May's CPI data comes out tomorrow, while the next FOMC meeting is on Wednesday. ^SPX 0.60% and QQQ 0.53% are trading 0.2% and 0.5% higher than Friday's close, while NDAQ 2.19% is down ~11% after announcing a $10.5b acquisition of Adenza, a software provider for banks and brokerages in a cash-and-stock deal....
WHAT IS MEV? MEV or Maximal Extractable Value (MEV) is a topic of crypto that has had a massive uptick in activity and debate in recent years. It occurs when the block producers in a blockchain (miners or validators) extract value by reordering, including, or excluding transactions within a block, often at the expense of users. In other words, block producers can determine the order in which transactions are processed...
Binance.US Announces Suspension of USD Deposits and Vitalik and Polygon Co-Founder Donate to COVID Research
Crypto markets are up slightly on the day, BTC has risen 0.54%, and ETH has risen 0.15%. Interestingly, the ETH Dominance metric, a metric that measures Etheruem's market cap compared to the rest of the crypto market, has reached its highest levels since the Merge last year and at the peak of the 2021 bull market, indicating that Ethereum is extremely relatively strong to the rest of the market. Altcoins...
Today, we're witnessing a return of familiar correlations as Bitcoin, gold, and equities all stage a mini rally. Today's major macro news was the leap in jobless claims to 261k, a level not reached since October 2021 and notably above consensus. Advocates of continued rate hikes frequently point to the consistent strength of the labor market. However, this new data could signal the onset of a softening jobs market beginning...
INVESTMENT THESIS Given the rise in U.S. treasury yields (5.00% - 5.25% at the time of writing) and the suction of liquidity that ensued from risk assets, perhaps the most useful metric to gauge product-market fit at this stage of the bear market is Total Value Locked (TVL). Essentially, the consideration that is front and center in the minds of savvy investors is, ‘Would this investment or strategy yield better...
Explore the latest market dynamics surrounding liquidity, short-term bills, and capital flow and their potential effect on asset prices. Stay informed about the latest treasury issuances and hear expert analysis on the crypto market and our forward outlook. Don't miss this insightful video for investors! _*Recorded on June 5, 2023_