Crypto Research
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Equities are declining this Friday the 13th, amid University of Michigan consumer sentiment coming in lower than expected (63 act. vs 67 exp.), and 1YR and 5YR inflation expectations rising. The Nasdaq 100 is leading the decline, falling 0.72%, while the SPY has fallen 0.20%. In contrast, gold prices have risen sharply today in response to rising geopolitical fears and economic uncertainty. Despite its commodity-like features, BTC (+0.04%) has not...
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...
Equity markets are lower following a higher-than-anticipated rise in the US CPI. The S&P lost 0.8%, while the Nasdaq is down 0.5%. Consumer prices in September rose by 3.7% year-over-year, surpassing the predicted 3.6% increase, though core prices saw a 4.1% increase, in line with forecasts. DXY turned higher to climb above 106, while the 2Y yield gained 1.33% and both the 10Y and 30Y rose by over 3%. CME...
JP Morgan Launches Its Tokenized Collateral Network, Circle and Coins.ph Partner in the Philippines
U.S. equity indices are relatively flat today after shaking off hotter-than-expected PPI data (2.2% YoY actual vs. 1.6% expected), with the SPY declining 0.07% and the QQQ rising 0.23%. BTC (-2.72%) is on pace for its fourth consecutive negative day, falling to $26.7k. ETH is experiencing less of a decline, falling 0.76% to trade at $1,555. Immutable (IMX), a blockchain gaming platform, has announced a partnership with Amazon Web Services...
Following the uptick in TLT observed yesterday, interest rates are showing signs of easing, with the 10-year Treasury yield dropping to approximately 4.6% and the 30-year yield nearing 4.8%. This has been accompanied by a downward movement in the DXY, which has now fallen below 106. In equity markets, both the S&P 500 and the Nasdaq 100 are showing strength, each up about 1% for the day. Notably, the crypto...
Equities are flat as investors digest the Israel-Hamas conflict that erupted over the weekend. Oil prices gained 4.5% while Bond markets are closed for the holiday. Beyond the geopolitical uncertainty investors will be looking to releases on inflation data from PPI and CPI, in addition to FOMC minutes later this week. BTC is trading at $27.5k after retracing from $28k, where confluence of both the 200 day and weekly MAs...
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...
