FSI Digital Assets
- Crypto Comments
- Crypto Strategy
Pressing Winners (Core Strategy Rebalance)
RATES DUE FOR A BOUNCE (MAYBE) As the crypto market continues to exhibit strength, and despite eradicating one of the market’s biggest unknowns in Binance just last week, it remains essential to be aware of near-term risks. Recently, the bond market has experienced a significant rally, and there's been a...
- Crypto Market Update
Uniswap Labs Partners with Talos, MicroStrategy Adds More Bitcoin
U.S. equities are cooling following a strong upward surprise in Chicago PMI data (55.8 act. vs. 45.4 exp), marking one of the largest beats in the data seriesâ history. The SPY has fallen 0.13%, while the QQQ has dropped 0.75%. Crypto markets are mixed, with $ETH (+0.49%) gaining on the day...
- Crypto Market Update
SEC Postpones BTC ETF Decision, Coinbase Users Implicated in CFTC Subpoena
Bullish news continues following an upward revision of the U.S. Q3 GDP to an annual rate of 5.2%, approximately 30 basis points higher than initially reported. Equities retraced early gains to trade flat at writing, while bonds continued to rally. Notably, the yield on the U.S. 10-year Treasury note has...
- Crypto Market Update
dYdX Chain Moves to Full Production Trading, Jito Announces Airdrop
U.S. stock indices are relatively flat today, with the SPY and QQQ both declining less than 0.10%, as the DXY (-0.38%) continues retreating, falling below $103. In contrast, crypto assets are rallying sharply, with $BTC (+2.37%) trading above $38k and $ETH (+1.78%) rising above $2,060. GBTC (+4.76%) has been one...
- Crypto Market Update
Flows Data Remains Positive, TRX Finding Technical Support
Equities, initially in the red, have rallied with the QQQ up by around 20 basis points and the SPX nearing breakeven. The DXY is trending downwards, aiming for its lowest close since August amid another day of lower rates, which is easing the burden on crypto-related equities like COIN, now...
- Crypto Funding Fridays
Blasting L2 & Infrastructure
WEEKLY RECAP After last week’s surge, funding and deal count fell to robust levels despite the short holiday week. Funding totaled $98 million in 13 deals announced, with the majority again raised by infrastructure. Companies tackling privacy, data, and wallet or L1 scalability improvements continue to get funded as investors...
- Crypto Market Update
BLUR Outperforms, MT. Gox Trustee to Initiate Repayments
The S&P 500 saw a 1% weekly increase, while the Nasdaq Composite experienced a 0.9% rise during the same period. This marks the fourth successive week of gains for major indexes, the longest streak since June for both the S&P 500 and Nasdaq. Treasury yields reached their lowest levels in...
- Crypto Market Update
Genesis Files Lawsuit Against Gemini, $100 Million Heco Chain Breach
Equities are continuing the November rally, with the Nasdaq and S&P gaining 0.6% and 0.5%, respectively. The yield on the U.S. 10-Year Treasury dropped below 4.4% for the first time in two months, in spite of the recent FOMC minutes suggesting that the policy will stay 'restrictive' until there is...
- Crypto Strategy
Binance Enforcement Provides Dip-Buying Opportunity as Global Liquidity Continues to Improve
BINANCE RISK MITIGATED One of the most significant idiosyncratic risks in the crypto market has been the uncertainty surrounding Binance and potential action from the Justice Department against the world's leading exchange. Earlier this year, we anticipated that any disciplinary actions would likely involve criminal charges against Changpeng Zhao (CZ)...
- Crypto Liquid Ventures
Q4'23 Portfolio Update
Throughout 2023, our research team has recommended seven venture-style investments, primarily focused on small-cap tokens. We have compiled brief updates on each of the projects in our portfolio to examine our initial investment theses and ensure they remain intact. Click HERE for the full report. EXECUTIVE SUMMARY
