Crypto Research
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In today's video, we discuss the possibility of the US adding BTC as a strategic reserve asset, key data that points to animal spirits returning to the crypto market, and why we added SMLR to our crypto equities basket this week. https://vimeo. com/987276586/a012b6880b? share=copy
Bitcoin Rallies on Strategic Reserve Rumors, Galaxy Acquires Additional Staking Assets
CRYPTO MARKET UPDATE U.S. EQUITIES ARE CONTINUING THIS WEEK’S SELL-OFF, WITH THE SPY -0.82% AND QQQ -1.86% BOTH DECLINING APPROXIMATELY 0.28%, WHILE THE DXY N/A% AND TREASURY YIELDS INCH UPWARDS. In contrast, BTC -0.62% is moving sharply higher, trading at $65.8k, with rumors circulating that former President Trump will unveil plans to add Bitcoin as a strategic reserve at next week’s Bitcoin conference. ETH -0.57% is trading at $3,450 ahead of potential S-1 approval after...
BTC AS A POSSIBLE STRATEGIC RESERVE Last week, we discussed the rising political tailwinds affecting crypto. Despite events earlier in the year that might have suggested a changed stance from the Democratic Party, the political divide over the issue has grown stronger. The GOP has become the party that is undoubtedly more favorable to the industry. The attempted assassination of former President Trump, juxtaposed against a Democratic Party seemingly in...
CRYPTO MARKET UPDATE THE CRYPTO MARKET MOVED HIGHER IN THE EARLY MORNING HOURS AND IS NOW CONSOLIDATING POST-US MARKET OPEN. BTC -0.62% once again challenged the $65k level and is currently sitting just below it, following the ninth consecutive day of net inflows for BTC -0.62% ETFs. ETH -0.57% is showing outsized strength, likely due to ETF issuers filing their final documents yesterday afternoon, with the ETF launch expected on Tuesday (more on...
CRYPTO MARKET UPDATE U.S. EQUITIES ARE MOVING SHARPLY LOWER AMID CHINA TRADE FEARS AFTER THE BIDEN ADMINISTRATION STATED IT'S CONSIDERING IMPOSING SEVERE RESTRICTIONS ON CHIPMAKERS IF CHINA CONTINUES RECEIVING ACCESS TO ADVANCED SEMICONDUCTOR TECHNOLOGY. The SPY -0.82% has dropped below $560 while the QQQ -1.86% is showing more pronounced losses, falling to $484. Crypto is relatively flat, with BTC -0.62% trading near $65k. Bitcoin ETF flows continue their positive streak, posting the eighth...
CRYPTO MARKET UPDATE AS EXPECTED, BTC -0.62% AND THE WIDER CRYPTO MARKET MOVED LOWER ON THE NEWS THAT THE MT. GOX TRUSTEE HAD TRANSFERRED BTC -0.62% OUT OF THE TRUSTEE WALLETS TO PARTNER EXCHANGES. However, the market has since rebounded, with BTC -0.62% pushing $65k after touching $62.5k in the early morning hours. ETH -0.57% has also rallied, though it is slightly lagging despite the upcoming launch of ETH -0.57% ETFs next Tuesday. ETF flows...
CRYPTO MARKET UPDATE CRYPTO ASSETS RALLIED OVER THE WEEKEND FOLLOWING AN ASSASSINATION ATTEMPT ON FORMER PRESIDENT TRUMP, GALVANIZING HIS POLITICAL CAMPAIGN AND, IN TURN, OPTIMISM AROUND HIS PRO-CRYPTO STANCES. BTC -0.62% has eclipsed $63k and ETH -0.57% is approaching $3,400. Small-cap assets are seeing some risk appetite return with ACX -2.38% , one of our Liquid Ventures constituents, making a new all-time high on the back of its Blast integration and consistent trend of...
CRYPTO MARKET UPDATE TODAY'S PRODUCER PRICE INDEX (PPI) CAME IN AT 0.2%, ABOVE THE CONSENSUS FORECAST OF 0.1%, INITIALLY SENDING RATES HIGHER, BUT THAT MOVE WAS QUICKLY FADED. Rates and the DXY moved more decisively lower following the release of the latest consumer sentiment survey, which came in at 66, below the market forecast of 68.5. In equity markets, we are seeing a continuation of the rotation trade, with IWM...
Gox Wallet Movements Still Present a Risk, But Macro & Politics Keeps Us Allocated Here (Core Strategy Rebalance)
DISCUSSING THE SUPPLY CONCERNS On balance, macro conditions have moved in our favor thus far in early Q3. We have received soft jobs numbers and softer ISM reports, and cooler inflation figures, which have sent rates and the DXY lower. Unfortunately, the mere reveal of imminent sales from the German BKA and the solidification of the Mt. Gox disbursement timeline were not enough to put a bottom in for bitcoin....
