Credit/Macro/Crypto Analyst, Former Credit/MA PM

Rose Choy

Crypto

<ul>
<li>The new Mastercard Binance debit card allows users to make purchases with selected cryptocurrencies in their Binance wallet and will first be rolled out in Argentina.</li>
<li>BNB, the Binance native token, will benefit from network effect as adoption for the crypto card grows.</li>
<li>Binance is expanding its payment strategy as a tool to drive user adoption and expand its ecosystem.</li>
</ul>


The new Mastercard Binance debit card allows users to make purchases with selected cryptocurrencies in their Binance wallet and will first be rolled out in Argentina.
BNB, the Binance native token, will benefit from network effect as adoption for the crypto card grows.
Binance is expanding its payment strategy as a tool to drive user adoption and expand its ecosystem.


Mastercard Partnership with Binance: BNB Will Benefit from Network Effect

Crypto Fundamental Investor/Analyst

Josh Du

NASDEX Ltd

We believe that the tokenization of all asset classes, including stocks, is inevitable as the world further increases adoption of crypto and blockchain technology.

NASDEX is designed to serve as a bridge between the crypto world and the equity world. We believe that the onchain adoption of the equity asset class will deliver increased accessibility with improved capabilities for both crypto and equity investors

<ul>
<li>We performed a unique bottoms-up analysis into the crypto space by deep-diving into <a href="https://www.smartkarma.com/entities/uniswap" target="_blank" data-smartkarma-citation="entities:35033:1" rel="noopener">Uniswap (UNI CURNCY)</a>, which is the largest crypto decentralized exchange in the world. </li>
<li>With daily traded volumes of USD2bn, Uniswap is highly profitable with significant growth. Our investment thesis is bullish on UNI with a price target of USD72, a 190% upside.  </li>
<li>Now that crypto is a USD3 trillion-dollar asset class with triple-digit growth, it's important for all investors to understand the bottom-up case for cryptocurrencies as well as the macro play</li>
</ul>


We performed a unique bottoms-up analysis into the crypto space by deep-diving into Uniswap (UNI CURNCY), which is the largest crypto decentralized exchange in the world. 
With daily traded volumes of USD2bn, Uniswap is highly profitable with significant growth. Our investment thesis is bullish on UNI with a price target of USD72, a 190% upside.  
Now that crypto is a USD3 trillion-dollar asset class with triple-digit growth, it's important for all investors to understand the bottom-up case for cryptocurrencies as well as the macro play


Uniswap (UNI) - A Deep-Dive into the USD15bn Mkt Cap Crypto Exchange and Growth Drivers (Part 1)

Podcast with masters of the real life money maze, The Money Maze Podcast

The Money Maze Podcast

Podcast with masters of the real life money maze

The world of finance has a huge impact on all of us. This show aims to explore and unravel some of the mysteries surrounding the investing business, via interviews with masters of the real life money maze. Expect tips for mastering capital allocation, making better business decisions, strategies for taking your career to the next level, and revelatory profiles of leading industry figures. Whether you're a current or aspiring investment professional, a regular investor, or a student exploring career options, we hope you gain some helpful insights and enjoy the shows. Thank you for listening!

<ul><li>Will Campion and the speaker met with Nick Carey from Blockchain.com in September 2021 to discuss blockchain and cryptocurrencies</li><li>Despite initial skepticism, the conversation was rich and wide-ranging, spanning two episodes on the Moneymakers podcast</li><li>Blockchain.com, founded in 2011 in York, serves both institutions and retail customers and has over 90 million wallet holders globally</li></ul><p><em>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.</em></p>

Will Campion and the speaker met with Nick Carey from Blockchain.com in September 2021 to discuss blockchain and cryptocurrenciesDespite initial skepticism, the conversation was rich and wide-ranging, spanning two episodes on the Moneymakers podcastBlockchain.com, founded in 2011 in York, serves both institutions and retail customers and has over 90 million wallet holders globallyThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Cryptocurrencies: Ill-Advised Speculation or an Alternative Asset Class?

Data-Driven Analysis of Cryptocurrency Markets, Kaiko

Kaiko

Data-Driven Analysis of Cryptocurrency Markets

Kaiko is the leading cryptocurrency market data provider for institutional investors and enterprises. We empower market participants with accurate, transparent, and actionable financial data to be leveraged for a range of market activities. Kaiko’s mission is to be the foundation of the new digital finance economy by serving as a single source for market information. Our mission is premised on the idea that high-quality data drives market efficiency and greater transparency throughout the industry. For each of our enterprise clients, we build custom data plans designed for a range of use cases.

<ul><li>Exceptionally low liquidity, macro factors, and a flurry of bad news were among the drivers of last week's flash crash, pushing BTC to its lowest level in months and spurring a wave of liquidations across derivative markets. </li><li>While BTC 2% market depth has stabilized over the past few months at around 5k BTC, it remains more than 50% below its pre-FTX highs.</li><li>As BTC prices began falling towards $25k around 8pm UTC on August 17, market depth dropped 50% to just 2k BTC.</li></ul>

Exceptionally low liquidity, macro factors, and a flurry of bad news were among the drivers of last week's flash crash, pushing BTC to its lowest level in months and spurring a wave of liquidations across derivative markets. While BTC 2% market depth has stabilized over the past few months at around 5k BTC, it remains more than 50% below its pre-FTX highs.As BTC prices began falling towards $25k around 8pm UTC on August 17, market depth dropped 50% to just 2k BTC.

<ul><li>Last week, there was a possible attempt to depeg Tether (USDT), the world's largest stablecoin.</li><li>The company has since claimed the destabilization was caused by manipulation ahead of a big documents release, which shed new light on the firm's banking relationships and commercial paper exposure. </li><li>While the facts remain blurry, the selling started a few days before USDT dipped to as low as $.995 on both centralized and decentralized exchanges, suggesting some holders may have had advanced warning of the release. </li></ul>

Last week, there was a possible attempt to depeg Tether (USDT), the world's largest stablecoin.The company has since claimed the destabilization was caused by manipulation ahead of a big documents release, which shed new light on the firm's banking relationships and commercial paper exposure. While the facts remain blurry, the selling started a few days before USDT dipped to as low as $.995 on both centralized and decentralized exchanges, suggesting some holders may have had advanced warning of the release. 

United States

BNB was launched in 3rd July 2017 as an ERC-20 Token that enabled holders to get discounted trading fees at Binance Exchange. BNB has evolved over time to also be the native token of its own blockchain. BNB can still be used to pay for discounted Binance services though it is also heavily used as payment for gas when confirming transactions on BNB Chain.

Binance Coin (XBIUSD CURNCY)

Mastercard Partnership with Binance: BNB Will Benefit from Network Effect

The newly launched Binance Mastercard prepaid card is a path for more mass adoption of crypto. BNB benefits from the network effect, as Binance...

Rose Choy

Uniswap (UNI) - A Deep-Dive into the USD15bn Mkt Cap Crypto Exchange and Growth Drivers (Part 1)

This is an introductory report on crypto for traditional institutional investors, where we perform a unique bottoms-up analysis into Uniswap, the...

Josh Du

Cryptocurrencies: Ill-Advised Speculation or an Alternative Asset Class?

Will Campion and Nick Carey from Blockchain.com discussed blockchain technology, cryptocurrency volatility, legal issues in the industry, and the...

The Money Maze Podcast

Top Trends of The Summer

While BTC 2% market depth has stabilized over the past few months at around 5k BTC, it remains more than 50% below its pre-FTX highs.

Kaiko

The Data Behind Tether's Depeg

The company has since claimed the destabilization was caused by manipulation ahead of a big documents release, which shed new light on the firm's...

Kaiko