Crypto Research
1,631 Results
Shifting Election Odds Erases “Trump Premium,” but it Remains Difficult to Be Bearish Amid Falling Rates and Dollar
In today's video, we discuss how yesterday's price action erased the "Trump Premium" and explore how we should consider the impact of election odds on prices moving forward. https://vimeo. com/993724478/f90d7896e8? share=copy
CRYPTO MARKET UPDATE RISK ASSETS ARE BROADLY LOWER TODAY, WITH THE SPY -1.81% AND QQQ -2.96% PARING SOME OF THE RAPID GAINS SEEN YESTERDAY FOLLOWING THE FOMC MEETING IN WHICH RATES WERE HELD STEADY, BUT DOVISH COMMENTS SPARKED OPTIMISM, LEADING TO MARKETS PRICING IN THREE RATE CUTS BY YEAR-END. The US10Y has dropped below 4% for the first time since February. Crypto is showing steeper losses, with BTC -0.43% sharply lower to $62.7k...
Shifting Election Odds Erases “Trump Premium,” but it Remains Difficult to Be Bearish Amid Falling Rates and Dollar
IDEAL FOMC OUTCOME This week's events have been a reminder that while macro factors can align favorably, idiosyncratic elements can sometimes complicate the picture. On Wednesday, the Federal Reserve decided to hold interest rates steady until September. Notably, the FOMC statement emphasized the Fed's dual mandate, a significant shift from previous communications. Fed Chair Jerome Powell expressed a dovish stance, indicating a potential openness to rate cuts in September, contingent...
CRYPTO MARKET UPDATE BTC -0.43% HAS BOUNCED BACK ABOVE $66K IN THE PAST 24 HOURS, LIKELY SUPPORTED BY A SINKING DXY AND A REBOUND IN EQUITIES. ETH -1.24% is slightly outperforming again, following a day of net ETF inflows—the first since the ETH ETFs launched—and is now trading just north of $3,300. Meanwhile, SOL -4.30% is lagging, dropping below $180. Notably, AAVE 9.85% , a constituent of our Liquid Ventures basket, has been the top...
CRYPTO MARKET UPDATE U.S. EQUITY INDICES ARE MOVING LOWER, WITH THE SPY -1.81% TRADING AT $540.95 AND THE QQQ -2.96% SHOWING MORE PRONOUNCED LOSSES, TRADING AT $457.75. Economic data this morning exceeded expectations, with job openings and consumer confidence both surpassing estimates, although rates are still showing modest declines. Crypto assets are mixed, with BTC -0.43% holding slightly above $66k and ETH -1.24% gaining slightly to $3,320, and ETHBTC increasing above 0.05. Yesterday marked...
CRYPTO MARKET UPDATE THE BIG NEWS THIS WEEKEND WAS THE SPEECH GIVEN BY FORMER PRESIDENT TRUMP AT THE BITCOIN CONFERENCE, WHERE HE OUTLINED HIS PLANS FOR INTEGRATING BITCOIN AS A STRATEGIC RESERVE ASSET. This announcement triggered significant volatility as traders placed highly leveraged bets in both directions. As the volatility settled, prices rallied from Sunday into Monday morning, with BTC -0.43% briefly rising above $70,000 on most exchanges for the first...
CRYPTO MARKET UPDATE AFTER ANOTHER DAY OF SIZEABLE OUTFLOWS FROM ETHE -4.09% , THE GRAYSCALE-ISSUED ETF NOW RETAINS JUST 85% OF THE AUM IT BEGAN WITH ON TUESDAY. However, crypto has rallied strongly since the US market closed yesterday, with BTC -0.43% briefly moving above the $68k level, ETH -1.24% rebounding sharply to $3,250, and SOL -4.30% revisiting $184. Among larger-cap tokens, SOL beta names including RNDR and JUP have outperformed over the past 24...
How the US Could Adopt BTC as a Strategic Reserve Asset, Look for ETH to Bottom Within Next Few Trading Days
POLITICAL PREDICTION MARKETS PROVIDE PARTIAL RATIONALE FOR PAUSE IN RALLY We see the recent pause in the July rally driven by two factors:General Degrossing Across All Asset Markets: The past couple of days have seen degrossing across all asset markets, including the crypto markets. This is less crypto-specific and more of a function of the market rotating out of strategies (like the long MAG 7) that worked in the first...
CRYPTO MARKET UPDATE CRYPTO WAS CERTAINLY LOOKING STRONG RELATIVE TO EQUITIES YESTERDAY UNTIL ASIAN MARKET HOURS COMMENCED. Shortly after the HK market opened, we saw increased sell pressure and approximately $100 million in liquidations across all crypto assets, bringing BTC -0.43% down to below $64,000, ETH -1.24% down to $3,150, and SOL -4.30% to just below $170. This contrast in price action during U.S. and Asia market hours has been consistent throughout July....
CRYPTO MARKET UPDATE RATES ARE BROADLY LOWER, WITH A NOTABLY STRONGER RALLY AT THE FRONT END OF THE CURVE AS THE MARKET APPEARS TO BE TAKING POTENTIAL RATE CUTS OVER THE NEXT COUPLE OF FOMC MEETINGS MORE SERIOUSLY. Despite significant weakness in equities today, the crypto market is looking relatively healthy, with BTC -0.43% and many altcoins in the green. BTC -0.43% briefly rallied above $67k but has since drifted back down...
