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Tom Lee @ Blockchain Economy 2020 Istanbul Conference

Feb 21, 2020
Author
Tom Lee, CFA
Tom Lee, CFA AC

Reports you may have missed

Discussing the Hot Start to July and the Implications of the SEC Lawsuit on LDO

In today's video, we discuss the SEC lawsuit against ConsenSys, our revised ETH ETF timeline, some encouraging flows data, as well as some sentiment and flows data that we would like to see improve. https://vimeo. com/974544257/71ab339cd1? share=copy

ETH ETFs Could See $5B in First 5 Months

In today's video, we discuss what OPEC can teach us about the current crypto market, potential tailwinds from less miner selling, our view on aggregate demand for BTC, and why we think ETH ETF flows will surprise investors to the upside. https://vimeo. com/970242747/b1569d3e4a? share=copy

Discussing the ETH ETF Setup

In today's video, we discuss the today's market recovery, analyze yesterday's sell-off, and explore what the market is overlooking in the lead-up to the ETH ETF launch. https://vimeo. com/968326240/4bf02833a8? share=copy

Coinbase Premium Returns on Positive Move in Rate Expectations, and Why Bitcoin Mining and AI Might Be the Perfect Match

In today's video, we discuss our tactical caution, the divergence between equities and crypto, and why we think that, despite our near-term views, now is a good time to build a position in LDO. https://vimeo. com/964738218/0ef3052361? share=copy LDO -12.52% , MKR -3.90% , PENDLE -15.60% , BTC -2.76% .

BTC -2.76% LDO -12.52% MKR -3.90% PENDLE -15.60%