Crypto Research
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WHAT IS PEAPODS FINANCE? Peapods is a decentralized, permissionless, and trustless on-chain index investing and volatility farming protocol. Peapods permits the creation of fully customizable index tokens called “pods” which can be created with any ERC20 token and enables users to capitalize on the inexhaustible volatility of crypto markets, unlocking yield opportunities for any liquid asset. PROTOCOL DYNAMICS Part of our Peapods investment thesis is predicated on their protocol design,...
U.S. equities are showing moderate declines after JOLTS surprised to the upside with 9.03 million job openings vs. 8.75 million expected. The SPY and QQQ have declined by 0.14% and 0.63%, respectively. All eyes will be on tomorrowâs FOMC meeting and QRA announcement, which should give near-term direction to rates and the DXY. Crypto markets are showing strength, with BTC rising 0.36% to $43.5k and ETH gaining 2.46% to exceed...
This week is shaping up to be a significant one on the macro front, with the JOLTS report on Tuesday, the FOMC meeting and Treasury Quarterly Refunding Announcement (QRA) on Wednesday, PMIs on Thursday, and jobs data on Friday. Despite a downward trend in rates today, possibly hinting at the Fed's tone this week, DXY is climbing, largely due to a weakening Euro. In the equities market, major indices are...
WEEKLY RECAP Total funding fell 29% week-over-week from $221 million to $158 million, while deal count rose about 14% from 22 to 25. This week marks the third consecutive week with triple-digit total funding and over 20 deals, potentially signaling increasing appetite in the private market. Infrastructure and CeFi were the leading categories, raising $76 million and $50 million, respectively. CeFi deals struggled in 2023 but have been a strong...
THE GBTC PROBLEM We have been watching spot BTC ETF flows closely since their launch two weeks ago, and while overall net flows remain decidedly positive, the market seems hung up on GBTC outflows. As a reminder, the outflows we care the most about are those from entities that are not rotating into other spot BTC ETFs. This is comprised of some speculative capital that played the run-up into ETF...
Telefonica to add Helium Mobile Hotspots in Mexico, Polygon to Launch Aggregation Layer
U.S. equities continue to trade upwards as the economy remains robust while inflation trends lower. Q4 GDP came in at 3.3% vs. 2.0% expected, while weekly jobless claims rose to 214k vs. 200k expected. The SPY and QQQ are both trading approximately 0.2% higher on the day, slightly below all-time highs made yesterday. Crypto markets continue to slide, with BTC (-0.43%) trading near $39.9k and ETH (-0.73%) trading around $2,200...
Stocks are rising following China's decision to lower the reserve requirements for banks, coupled with strong early earnings from technology firms like Netflix and ASML. Meanwhile, the cryptocurrency market has stabilized somewhat, recovering slightly from its recent decline. BTC has reclaimed $40k gaining 2%, while ETH gained 1% to reach $2.2k. Bitcoin's recent drop below the $40k mark appears to have been sparked by news that Mt. Gox is confirming...
U.S. equity indices are flat on the day as the DXY (+0.39%) and U.S. Treasury yields are rising. The next important macroeconomic data point is the PCE Index, which will be released on Friday morning. Crypto markets are continuing to struggle, with BTC (-1.10%) and ETH (-4.71%) extending this weekâs declines. After surging following the Bitcoin ETF approval, ETHBTC (-3.61%) has given back some of its gains, contributing to the...