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 July with a 7.5% monthly gain, its first since April, before slipping near $63.4K (close) on Sunday.</li><li>The FOMC held rates at 3.50%-3.75% on July 29, with Hammack, Kashkari, and Logan dissenting for a 25-bps hike.</li><li>Spot Bitcoin ETFs bled $265.37M on July 31, ending three weeks of positive prints.</li></ul>

Bitcoin closed July with a 7.5% monthly gain, its first since April, before slipping near $63.4K (close) on Sunday.The FOMC held rates at 3.50%-3.75% on July 29, with Hammack, Kashkari, and Logan dissenting for a 25-bps hike.Spot Bitcoin ETFs bled $265.37M on July 31, ending three weeks of positive prints.

<ul><li>Bitcoin closed above the $64,300 mark (July 26) after hitting a $66,910 Tuesday high, reversing into Fed week.</li><li>Spot Bitcoin ETFs logged $33.79M in weekly net inflows, while Ethereum ETFs recorded $103.90M (July 24). Bitcoin’s seven-session streak ended with a $240.08M outflow on Friday (SoSoValue).</li><li>Tesla held 11,509 BTC unchanged in Q2 and booked a $112M unrealized loss under fair value accounting.</li></ul>

Bitcoin closed above the $64,300 mark (July 26) after hitting a $66,910 Tuesday high, reversing into Fed week.Spot Bitcoin ETFs logged $33.79M in weekly net inflows, while Ethereum ETFs recorded $103.90M (July 24). Bitcoin’s seven-session streak ended with a $240.08M outflow on Friday (SoSoValue).Tesla held 11,509 BTC unchanged in Q2 and booked a $112M unrealized loss under fair value accounting.

<ul><li>Bitcoin and Ethereum ETFs snapped their longest losing streak on record, pulling in a combined $281.8 million for the week after eight straight weeks (week ending July 12) that drained $8.26 billion.</li><li>Renewed US-Iran hostilities rattled markets midweek, with Bitcoin sliding to roughly $61,492 on July 8 after Trump declared the ceasefire over, before recovering to $64,400 (intraday high of $64,658.97 on July 10) by Friday on a short squeeze.</li><li>Strategy sold a record 3,588 BTC for $216 million, its largest disposal ever, to fund preferred stock dividends, a marked shift from years of never selling.</li></ul>

Bitcoin and Ethereum ETFs snapped their longest losing streak on record, pulling in a combined $281.8 million for the week after eight straight weeks (week ending July 12) that drained $8.26 billion.Renewed US-Iran hostilities rattled markets midweek, with Bitcoin sliding to roughly $61,492 on July 8 after Trump declared the ceasefire over, before recovering to $64,400 (intraday high of $64,658.97 on July 10) by Friday on a short squeeze.Strategy sold a record 3,588 BTC for $216 million, its largest disposal ever, to fund preferred stock dividends, a marked shift from years of never selling.

<ul><li>Bitcoin rebounded to roughly $62,600-$63,000, up 4.5% on the week, after touching a 21-month low near $58,000 on Wednesday.</li><li>June nonfarm payrolls printed just +57,000 versus 115,000 expected, closing the door on a near-term rate hike and reviving cut odds.</li><li>US spot Bitcoin ETFs snapped a 10-day, $2.73 billion outflow streak with a $221.7 million inflow, and Ethereum ETFs turned positive after nine straight outflows.</li></ul>

Bitcoin rebounded to roughly $62,600-$63,000, up 4.5% on the week, after touching a 21-month low near $58,000 on Wednesday.June nonfarm payrolls printed just +57,000 versus 115,000 expected, closing the door on a near-term rate hike and reviving cut odds.US spot Bitcoin ETFs snapped a 10-day, $2.73 billion outflow streak with a $221.7 million inflow, and Ethereum ETFs turned positive after nine straight outflows.

Institutional-Grade Analysis, In-depth Insights, Animoca Brands Research

Animoca Brands Research

Institutional-Grade Analysis, In-depth Insights

Animoca Brands Corporation Ltd. is a Hong Kong-based game software company and venture capital company

<ul><li>Evolving Treasury Landscape: Corporate treasuries face challenges from macroeconomic shifts, including high interest rate volatility, significant monetary expansion leading to inflation, and increasing geopolitical risks impacting cash flows and profitability.</li><li>Bitcoin as a Strategic Asset: Bitcoin has emerged as an alternative asset for these challenges, offering a scarce and increasingly institutionally viable asset for potential long-term value preservation and portfolio diversification, as demonstrated by MicroStrategy's pioneering strategy.</li><li>The "Financial Engineering" Playbook: MicroStrategy's approach goes beyond simple asset allocation, employing sophisticated financial engineering (e.g., convertible notes, equity issuances) to create value for shareholders by continuously acquiring more Bitcoin per share. </li></ul>

Evolving Treasury Landscape: Corporate treasuries face challenges from macroeconomic shifts, including high interest rate volatility, significant monetary expansion leading to inflation, and increasing geopolitical risks impacting cash flows and profitability.Bitcoin as a Strategic Asset: Bitcoin has emerged as an alternative asset for these challenges, offering a scarce and increasingly institutionally viable asset for potential long-term value preservation and portfolio diversification, as demonstrated by MicroStrategy's pioneering strategy.The "Financial Engineering" Playbook: MicroStrategy's approach goes beyond simple asset allocation, employing sophisticated financial engineering (e.g., convertible notes, equity issuances) to create value for shareholders by continuously acquiring more Bitcoin per share. 

Altcoin Strategic Reserves: Why Are Public Companies Buying Altcoins?

United States

Virtual currencies are decentralized, math-based digital assets in which transactions can be performed cryptographically without the need for a central issuing authority. The first specification and proof of concept of Bitcoin, the first widely used virtual currency, was published in 2009 based on a paper published pseudonymously by Satoshi Nakamoto.

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Coldcard's $114M Crisis

The FOMC held rates at 3.50%-3.75% on July 29, with Hammack, Kashkari, and Logan dissenting for a 25-bps hike.Spot Bitcoin ETFs bled $265.37M on...

Coinstack

Bitcoin's $66K Rally Meets Warsh

Spot Bitcoin ETFs logged $33.79M in weekly net inflows, while Ethereum ETFs recorded $103.90M (July 24). Bitcoin’s seven-session streak ended with...

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8-Week Losing Streak. Over.

Strategy sold a record 3,588 BTC for $216 million, its largest disposal ever, to fund preferred stock dividends, a marked shift from years of never...

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57K Jobs. Crypto's Comeback Week?

US spot Bitcoin ETFs snapped a 10-day, $2.73 billion outflow streak with a $221.7 million inflow, and Ethereum ETFs turned positive after nine...

Coinstack

Altcoin Strategic Reserves: Why Are Public Companies Buying Altcoins?

Corporate treasuries face challenges from macroeconomic shifts, including high interest rate volatility, significant monetary expansion leading to...

Animoca Brands Research

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