Crypto Investing and Decentralized Finance, Coinstack

Coinstack

Crypto Investing and Decentralized Finance

Coinstack is published weekly by Ryan Allis. He was previously CEO and Co-founder of iContact and led the company from 300 employees, 70,000 customers, and $50M in annual sales and an exit for $169M. Ryan was an angel investor in SpaceX, LendingClub, Change.org, Kuli Kuli, and Catalant. Today, Ryan advises companies and governments on blockchain-related projects and is the Chairman of Hive.org, a global community of 3,500 purpose-driven leaders from 130 countries making a positive impact in the world. Ryan holds an MBA from Harvard Business School where he was Co-President of the Harvard Social Enterprise Club and a fellow of the Harvard Graduate School Leadership Institute.

Crypto

<ul>
<li>
Bitcoin closed near $84,449 (CoinGecko, Sept 27 close), hitting an eight-month high above $86,500 on Monday.
</li>
<li>
BTC ETFs turned positive for 2026 after $2.8B in inflows (Sep 18 - Sep 25) erased a $5.8B YTD deficit. Net inflows are now +800M for the year.
</li>
<li>
BitMEX permanently shut down on Sept 23 after twelve years. The exchange that invented crypto perpetual futures closed its books.
</li>
</ul>



Bitcoin closed near $84,449 (CoinGecko, Sept 27 close), hitting an eight-month high above $86,500 on Monday.


BTC ETFs turned positive for 2026 after $2.8B in inflows (Sep 18 - Sep 25) erased a $5.8B YTD deficit. Net inflows are now +800M for the year.


BitMEX permanently shut down on Sept 23 after twelve years. The exchange that invented crypto perpetual futures closed its books.



<ul><li>Bitcoin climbed back to $80,350 (BTC close per Coinglass), after touching $76K midweek. All four majors closed green (as of Sunday, Sep 6).</li><li>21 major banks committed to a joint USD stablecoin on Sept 1, including BofA, Citi, Goldman, Deutsche, UBS, and Wells Fargo. Target: H1 2027.</li><li>August NFP blowout: 162K jobs vs 56K expected (Reuters). Unemployment 4.1%. Sept Fed hike odds jumped to nearly 59%.</li></ul>

Bitcoin climbed back to $80,350 (BTC close per Coinglass), after touching $76K midweek. All four majors closed green (as of Sunday, Sep 6).21 major banks committed to a joint USD stablecoin on Sept 1, including BofA, Citi, Goldman, Deutsche, UBS, and Wells Fargo. Target: H1 2027.August NFP blowout: 162K jobs vs 56K expected (Reuters). Unemployment 4.1%. Sept Fed hike odds jumped to nearly 59%.

Cross-Asset Liquidity Strategist, CrossBorder Capital

Michael J. Howell

Cross-Asset Liquidity Strategist

Implementing Research Using Alt Data & AI

CrossBorder Capital

CrossBorder Capital is a London-based independent investment advisory firm. Founded in 1996, it exploits a gap in the investment arena by focusing on Central bank liquidity. 

It specialises in the monitoring and analysis of global liquidity flows - an important determinant of asset prices, from currencies through to bonds, equities and real estate.

CrossBorder Capital implements its investment strategy and currently manages over US$ 350m.


Cross Asset Strategy

<ul>
<li>High street inflation could fall in 2024 and real interest rates stay high, but the gold price and BitCoin (BTC$) may still break higher
</li>
<li>Gold has a 1.5-1.6 times sensitivity factor to the growth in Global Liquidity. BitCoin is a whopping 5 times this! It is 'exponential gold'
</li>
<li>Global Liquidity looks set to double in size over the next decade driven by soaring World debts. Alongside, the US dollar has been eclipsed as the marginal World reserve asset</li>
</ul>


High street inflation could fall in 2024 and real interest rates stay high, but the gold price and BitCoin (BTC$) may still break higher

Gold has a 1.5-1.6 times sensitivity factor to the growth in Global Liquidity. BitCoin is a whopping 5 times this! It is 'exponential gold'

Global Liquidity looks set to double in size over the next decade driven by soaring World debts. Alongside, the US dollar has been eclipsed as the marginal World reserve asset


Global Liquidity On The Rise: Is This Gold’s (And BitCoin’s) Breakout Moment?

Specialising in Fintech - Research and Development, Kiitot

Tatja Karkkainen

Specialising in Fintech - Research and Development

Kiitot

Tatja specialises in digital assets and machine learning. She has authored a number of academic papers relating to network effects, financial inclusion, crypto futures and FOMO. Her interest lies especially in predicting long term value. She has had a long and successful track record in institutional investor relationship management, IT and alternative investments. PhD in (Finance) Fintech, MA in Politics, BA in International Relations and Politics. CAIA, IMC, Series 3.

<ul>
<li>Render is one of the earliest real-use utility tokens with a functioning marketplace for GPU compute, and adoption is expanding beyond crypto-native users.</li>
<li>Its migration to Solana and support for AI/ML workloads positions Render to benefit from rising demand for decentralised GPU resources, although competition from hyperscalers remains a structural risk.</li>
<li>As increasing real-world usage and transparent tokenomics provide upside optionality, but liquidity and regulatory uncertainties warrant conservative sizing.</li>
</ul>


Render is one of the earliest real-use utility tokens with a functioning marketplace for GPU compute, and adoption is expanding beyond crypto-native users.
Its migration to Solana and support for AI/ML workloads positions Render to benefit from rising demand for decentralised GPU resources, although competition from hyperscalers remains a structural risk.
As increasing real-world usage and transparent tokenomics provide upside optionality, but liquidity and regulatory uncertainties warrant conservative sizing.


Render: A Utility Token Powering AI and the Establishing Digital Compute Economy

Crypto Research and Data, Delphi Digital

Delphi Digital

Crypto Research and Data

Institutional-Grade Crypto Research & Data

Delphi Digital seeks to produce unbiased, actionable content for our clients on critical themes affecting digital assets and distributed ledger technology. Our team is committed to providing investors and institutions with key insights through a diverse suite of products including individual project analysis, bespoke research, and tailored consulting services.

<ul>
<li>Navigating a challenging macro environment with conflicting signals on Fed policy and inflation risks.</li>
<li>Global liquidity contractions impact BTC, but future easing could spark a market revival.</li>
<li>Crypto markets face headwinds, yet long-term growth potential and institutional adoption remain strong.</li>
</ul>


Navigating a challenging macro environment with conflicting signals on Fed policy and inflation risks.
Global liquidity contractions impact BTC, but future easing could spark a market revival.
Crypto markets face headwinds, yet long-term growth potential and institutional adoption remain strong.


United States

Bitcoin Pro is a powerful trading system based on artificial intelligence (AI) technologies. The robot trades bitcoin volatility by betting on BTC prices relative to other currencies.

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Bitcoin Pro (BTCP CURNCY)

BTC ETFs Flip Positive for 2026

BTC ETFs turned positive for 2026 after $2.8B in inflows (Sep 18 - Sep 25) erased a $5.8B YTD deficit. Net inflows are now +800M for the year.

Coinstack

21 Banks. One Stablecoin.

21 major banks committed to a joint USD stablecoin on Sept 1, including BofA, Citi, Goldman, Deutsche, UBS, and Wells Fargo. Target: H1 2027.

Coinstack

Global Liquidity On The Rise: Is This Gold’s (And BitCoin’s) Breakout Moment?

Gold and BitCoin are monetary inflation hedges NOT high street inflation hedges. Rebounding Global Liquidity is fuelling a breakout of these...

Michael J. Howell

Render: A Utility Token Powering AI and the Establishing Digital Compute Economy

Render, a utility token for GPU compute with migration to Solana and support for AI/ML workloads. Upside potential, but competition and regulatory...

Tatja Karkkainen

The Dark Night Rises - Part 1

Crypto markets face challenges from macroeconomic uncertainty and liquidity contractions, but long-term growth and institutional adoption...

Delphi Digital

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

BTC ETFs Flip Positive for 2026

BTC ETFs turned positive for 2026 after $2.8B in inflows (Sep 18 - Sep 25) erased a $5.8B YTD deficit. Net inflows are now +800M for the year.

Coinstack

21 Banks. One Stablecoin.

21 major banks committed to a joint USD stablecoin on Sept 1, including BofA, Citi, Goldman, Deutsche, UBS, and Wells Fargo. Target: H1 2027.

Coinstack

Global Liquidity On The Rise: Is This Gold’s (And BitCoin’s) Breakout Moment?

Gold and BitCoin are monetary inflation hedges NOT high street inflation hedges. Rebounding Global Liquidity is fuelling a breakout of these...

Michael J. Howell

Render: A Utility Token Powering AI and the Establishing Digital Compute Economy

​Render, a utility token for GPU compute with migration to Solana and support for AI/ML workloads. Upside potential, but competition and regulatory...

Tatja Karkkainen

The Dark Night Rises - Part 1

​Crypto markets face challenges from macroeconomic uncertainty and liquidity contractions, but long-term growth and institutional adoption...

Delphi Digital

Render, a utility token for GPU compute with migration to Solana and support for AI/ML workloads. Upside potential, but competition and regulatory...

Crypto markets face challenges from macroeconomic uncertainty and liquidity contractions, but long-term growth and institutional adoption...