Crypto Research
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Crypto and Equities are up today, with the S&P gaining 0.30% while BTC was up 0.5% as investors assess weak job market data releases. Investors had reacted positively to poor economic data in anticipation that the Fed could pause ongoing rate hikes but attention is shifting to whether the Fed has induced a potential recession. Despite a short trading week for stocks, all eyes will be on the Labor Department's...
Equity indices and US Treasury yields are declining today following a weak ADP payrolls data release, potentially indicating the US economy is heading for a slowdown. The SPY -1.81% and QQQ -2.96% have fallen 0.48% and 1.20%, respectively, while the US02Y and US10Y are approaching new 2023 lows. Crypto markets are mixed today, with BTC (-0.54%) holding above $28k, and ETH -4.55% (+1.63%) breaking above $1900. MicroStrategy announced this morning that they have acquired an...
Twitter Changes Logo to DOGE, Interpol Red Notice Rumor Circulates, DeFi Hackers Return Funds
Traditional markets are sliding after U.S. job openings fell in February, dropping below 10m for the first time since 2021. ^SPX -1.81% and QQQ -2.96% are trading 0.7% and 0.4% lower than yesterday's close, while BTC and ETH -4.55% have gained 1% and 3%, respectively. Over the past day, DOGE surged by 26% after Elon Mush changed the Twitter logo to that of the memecoin. At this point, it is unclear whether the...
After a choppy weekend, BTC and ETH -4.55% are flat on the day, down 0.68% and up 0.06%, respectively. SPX is down 0.02% at the time of writing, and NDQ is down 0.92%. Most altcoins have underperformed BTC and ETHâSOL -6.40% is down 1.32%, OP is down 1.82%, and ATOM -10.97% is down 1.12%. Ethereum Layer 2, Arbitrum, was hit the hardest this weekend after the team backtracked on a governance proposal (which...
BOND VOLATILITY MOVING LOWER IS GOOD FOR LIQUIDITY Over the past few weeks, we have discussed how the ongoing banking crisis, the Fed's language shift and easing monetary policies from major central banks have led to increased net liquidity in the U.S. and higher global USD liquidity. _Source: Bloomberg, Fundstrat_ One risk that these absolute liquidity levels face is a negation by the Fed’s reverse repo facility. The Reverse Repo...
Markets continue pushing higher on slowing PCE data, pointing to signs of slowing economic momentum ahead of the banking crisis. Consumer PCE increased 0.2% in February (vs. January's 2%). After adjusting for inflation, however, spending actually fell 0.1% MoM in February. ^SPX -1.81% and QQQ -2.96% have opened higher on the news before trading 1.0% and 1.1% higher at the time of writing. Digital asset markets have followed suit, with BTC and...
Hong-Kong Continues Crypto Hub Agenda, OKX to Return $157 Million to FTX Bankruptcy Estate
Traditional markets are rallying today amid easing bank concerns and speculation that the Fed may be done raising interest rates. The ^SPX -1.81% has risen 0.25%, while the NDQ is up 0.52% at the time of writing. The Fedâs preferred inflation metric, the PCE index, will be released tomorrow morning and should fuel further speculation on whether or not any further rate hikes remain in 2023. Crypto markets are trailing equities,...
FIGURE: PEPE LEARNING ABOUT GHO AFTER BEING RUGGED BY UST Source: Fundstrat INTRODUCTION Founded by Stani Kuchelov, Aave (formerly LEND) is the largest DeFi lending market by TVL (~$8b across v2 and v3) and the fifth largest dApp overall. The protocol is currently live across five networks and 11 markets, hosting more than 30 assets across its platform. In July ‘22, Aave announced that they are launching their native stablecoin,...
Crypto and Equities are rising, with the S&P up 1.07% while BTC gained 3.82% over the last day. No news is good news as investors regain comfort that the financial sector has stabilized each day that passes without another crisis. Core PCE inflation is scheduled to be released this Friday. Known as the Fedâs preferred measure of inflation, it could either strengthen or weaken the marketâs conviction that the Fed...
