Flight to Quality
Today's video discusses the significant rally in Grayscale's Trust products, $GBTC, $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 performance of some of the assets in our Core Strategy, with $SOL soaring 25% since being re-added at the end of September and $ETH lagging due to subdued on-chain activity.
For our latest Crypto Strategy note click here.
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 -3.05% , MKR 0.62% , PENDLE -4.24% , BTC 0.96% .
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, RPL, ARB 0.13% , SOL, UNI
Today's video discusses liquidity conditions, two potentially pivotal events, Optimism's outperformance, and what DXY is saying about where the market is headed next. For our latest Crypto Strategy note click here. https://vimeo. com/857730786/38b7b306bc? share=copy Tickers in this report: BTC, OP, ETH, RPL, ARB 0.13% , SOL
