Valuing Bitcoin - Bitcoin 2022 Conference
Host: Jan Van Eck. Brian Estes, Tom Lee, Mike Belshe
(BTC)
Reports you may have missed
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 3.58% , MKR 0.34% , PENDLE 6.02% , BTC 3.37% .
Today's video discusses the significant rally in Grayscale's Trust products, GBTC 4.88% , EHTE, and spot BTC, fueled by the SEC's decision not to appeal the Grayscale case. We note an increase in the aggregate market capitalization of the top 10 stablecoins and the third consecutive week of inflows into digital asset ETPs, which suggest that flows into the crypto economy might be improving. Finally, we dive into the factors affecting the...
Today's video discusses implications of Grayscale's landmark victory, the outlook for a Bitcoin spot ETF, DeFi sector regulation, and three major risks that could create tactical headwinds despite all the postitive catalysts. For our latest Crypto Strategy note click here. https://vimeo. com/859942814/328e8c2424? share=copy Tickers in this report: BTC, OP, ETH 4.75% , RPL, ARB 0.04% , SOL -1.73% , UNI
