Crypto Chat: What's the latest in crypto and are you still bullish as we approach 2H2022?
*Recorded May 2, 2022
Sean Farrell, Head of Digital Asset Strategy, provides insights on the current state of the crypto market, along with headwinds and tailwinds to watch as we approach the second half of 2022.
Reports you haven't read
In this week's Crypto Comments video, we discuss a few reasons why we believe the market is far from overheated, an update on our STX recommendation, and a new tactical trade idea. Click HERE for our full Crypto Strategy note. https://vimeo. com/892463245/01a987f153? share=copy
In this week's Crypto Comments video, we discuss developments in spot BTC ETF applications, FTX's recent case motion to sell trust assets, declining staking yields on Ethereum, and a new addition to our Core Strategy. Click HERE for our full Crypto Strategy note. https://vimeo. com/890138874/4a18923bc6? share=copy
In this week's Crypto Comments video, we discuss recent U.S Treasury actions surprising the bond market, continuing bullish capital flows, and the reasons we believe on-chain activity could see a resurgence in the near term. Click HERE for our full Crypto Strategy note. https://vimeo. com/880722276/708dce5267? share=copy
Today's video discusses the significant rally in Grayscale's Trust products, GBTC, EHTE, and spot BTC -0.49% , 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...