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><p>Bitcoin ended the week near $64,250 (July 19) as softer June CPI failed to override Fed Chair Warsh’s hawkish tone.</p></li><li><p>Spot Bitcoin ETFs closed the week with $75.67 million (July 17) in net inflows despite Monday’s $424.66 million (July 13) drawdown.</p></li><li><p>The GENIUS Act stablecoin rulemaking deadline passed on July 18 with agencies still finalizing final texts.</p></li></ul>

Bitcoin ended the week near $64,250 (July 19) as softer June CPI failed to override Fed Chair Warsh’s hawkish tone.Spot Bitcoin ETFs closed the week with $75.67 million (July 17) in net inflows despite Monday’s $424.66 million (July 13) drawdown.The GENIUS Act stablecoin rulemaking deadline passed on July 18 with agencies still finalizing final texts.

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?

<ul><li>Uptober turned ugly. September’s institutional bid reversed in two trading days.</li><li>BTC ETFs shed $487.07M on October 7 (per SoSoValue), the largest outflow since June 25.</li><li>ETH ETFs extended a nine-day streak (Sep 29 to Oct 9). Fed meeting is two weeks away, and the macro fog is thicker, not thinner.</li></ul>

Uptober turned ugly. September’s institutional bid reversed in two trading days.BTC ETFs shed $487.07M on October 7 (per SoSoValue), the largest outflow since June 25.ETH ETFs extended a nine-day streak (Sep 29 to Oct 9). Fed meeting is two weeks away, and the macro fog is thicker, not thinner.

<ul><li><p>Bitcoin touched a two-month high of $77,401 on April 17 after Iran reopened the Strait of Hormuz, then eased back to $74,570 by Monday.</p></li><li><p>Ether outpaced Bitcoin mid-week, rising about 8% over 24 hours versus Bitcoin’s 5% as capital rotated into ETH ETFs.</p></li><li><p>Spot Ether ETFs pulled in $187 million for the week ending April 10, their strongest weekly inflow of 2026, snapping three consecutive weeks of outflows.</p></li></ul>

Bitcoin touched a two-month high of $77,401 on April 17 after Iran reopened the Strait of Hormuz, then eased back to $74,570 by Monday.Ether outpaced Bitcoin mid-week, rising about 8% over 24 hours versus Bitcoin’s 5% as capital rotated into ETH ETFs.Spot Ether ETFs pulled in $187 million for the week ending April 10, their strongest weekly inflow of 2026, snapping three consecutive weeks of outflows.

Digital Asset Management Firm, Etherbridge

Etherbridge

Digital Asset Management Firm

Etherbridge is a digital asset management firm investing in the value of information and trust

<div data-attrs='{"url":"https://etherbridge.substack.com/subscribe?","text":"Subscribe","language":"en"}' data-component-name="SubscribeWidgetToDOM"><div><form class="subscription-widget-subscribe"><div><ul><li>There is no textbook on this stuff, you won’t find the answer in Ben Graham’s Securities Analysis or Frank Fabozzi’s Fixed Income Handbook. ETH is a truly novel asset.</li><li>It is the native money of the Ethereum network, and it is unique because it possesses qualities of both a commodity and a capital asset, something I am yet to identify elsewhere.</li><li>As a commodity, ETH is consumed every time a transaction is processed, a loan is issued, or an exchange is settled. </li></ul></div></form></div></div>

There is no textbook on this stuff, you won’t find the answer in Ben Graham’s Securities Analysis or Frank Fabozzi’s Fixed Income Handbook. ETH is a truly novel asset.It is the native money of the Ethereum network, and it is unique because it possesses qualities of both a commodity and a capital asset, something I am yet to identify elsewhere.As a commodity, ETH is consumed every time a transaction is processed, a loan is issued, or an exchange is settled. 

United States

Ethereum is an open-source, public, blockchain-based distributed computing platform featuring smart contract (scripting) functionality. It provides a decentralized Turing-complete virtual machine, the Ethereum Virtual Machine (EVM), which can execute scripts using an international network of public nodes. Ethereum also provides a cryptocurrency token called "ether", which can be transferred between accounts and used to compensate participant nodes for computations performed. "Gas", an internal transaction pricing mechanism, is used to mitigate spam and allocate resources on the network.

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Ethereum (XETUSD CURNCY)

The Deadline Passed. Now What?

Spot Bitcoin ETFs closed the week with $75.67 million (July 17) in net inflows despite Monday’s $424.66 million (July 13) drawdown.

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

ETFs Bleed in Uptober

Uptober turned ugly. September’s institutional bid reversed in two trading days. BTC ETFs shed $487.07M on October 7 (per SoSoValue), the largest...

Coinstack

The Great ETH Rotation Begins...

Bitcoin touched a two-month high of $77,401 on April 17 after Iran reopened the Strait of Hormuz, then eased back to $74,570 by Monday.

Coinstack

What Is ETH Worth?

There is no textbook on this stuff, you won’t find the answer in Ben Graham’s Securities Analysis or Frank Fabozzi’s Fixed Income Handbook. ETH is...

Etherbridge

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