Head of Research and Global Chief Strategist, Steno Research

Andreas Steno

Head of Research and Global Chief Strategist

Macro and Geopolitical Research House

Steno Research

Steno Research is a new macro and geopolitical research house. We are based out of Copenhagen, Denmark, but have an international team and a strong network of sources and partners around the world. The team is lead by Andreas Steno, previous global head of strategy at Nordea Bank, and Mikkel Rosenvold, former chief consultant in the Danish Ministry of Finance.

Macroeconomics

<ul>
<li>Happy Sunday, and welcome to my weekly editorial on everything macro and markets.</li>
<li>It’s been an incredibly eventful weekend in Trump-land, and those who expected him to save all the fireworks for the inauguration speech have already been left behind.</li>
<li>To recap, Trump has either officially or via leaks/sources hinted at the following:The launch of the official meme-Trump-coin, which has gone absolutely through the roof, taking SOL to new highs alongside it.</li>
</ul>


Happy Sunday, and welcome to my weekly editorial on everything macro and markets.
It’s been an incredibly eventful weekend in Trump-land, and those who expected him to save all the fireworks for the inauguration speech have already been left behind.
To recap, Trump has either officially or via leaks/sources hinted at the following:The launch of the official meme-Trump-coin, which has gone absolutely through the roof, taking SOL to new highs alongside it.


Steno Signals #181: Welcome to the golden age for risk taking (and scams)

Podcast with Crypto Gigabrains, The Delphi Podcast

The Delphi Podcast

Podcast with Crypto Gigabrains

Conversations with Crypto Gigabrains. Hosted by Tommy, Co-Founder and Founding Partner at Delphi Ventures

Crypto

<ul><li>Bitcoin, Ethereum, and Solana are all incorporating ZK technology in different ways for various purposes.</li><li>Muhammad discusses the development of FHE and its application in creating private ERC20 tokens for enhanced privacy and security.</li><li>Each ecosystem (Bitcoin, Ethereum, Solana) is using ZK technology differently to address specific challenges and enhance functionality for users.</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Bitcoin, Ethereum, and Solana are all incorporating ZK technology in different ways for various purposes.Muhammad discusses the development of FHE and its application in creating private ERC20 tokens for enhanced privacy and security.Each ecosystem (Bitcoin, Ethereum, Solana) is using ZK technology differently to address specific challenges and enhance functionality for users.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Senior Cryptocurrency Analyst, Steno Research

Mads Eberhardt

Senior Cryptocurrency Analyst

<ul><li>I have mentioned this before, and I am happy to emphasize it once again: the supply of block space far exceeds demand.</li><li>There is simply not enough activity, use cases, or applications to fill the available block space across all smart contract-capable blockchains.</li><li>This imbalance is why I firmly believe that adoption and network activity are the most critical factors for any blockchain seeking to compete with Ethereum, Solana, or the few other networks that have gained significant traction.</li></ul>

I have mentioned this before, and I am happy to emphasize it once again: the supply of block space far exceeds demand.There is simply not enough activity, use cases, or applications to fill the available block space across all smart contract-capable blockchains.This imbalance is why I firmly believe that adoption and network activity are the most critical factors for any blockchain seeking to compete with Ethereum, Solana, or the few other networks that have gained significant traction.

Crypto Moves #57 – The Most Vital Onchain Metrics for Adoption

<ul><li>Discussion on the performance and outlook of various assets, including Solana, Ethereum, and Bitcoin</li><li>Analysis of market trends and potential factors that could drive asset valuations in the future</li><li>Debate on the future dominance and valuation of different L1 networks such as Solana and Ethereum</li><li>Speculation on the potential for an L1 network to surpass the market cap of Bitcoin and gold</li><li>Mention of upcoming report release and the importance of becoming a subscriber for detailed insights</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Discussion on the performance and outlook of various assets, including Solana, Ethereum, and BitcoinAnalysis of market trends and potential factors that could drive asset valuations in the futureDebate on the future dominance and valuation of different L1 networks such as Solana and EthereumSpeculation on the potential for an L1 network to surpass the market cap of Bitcoin and goldMention of upcoming report release and the importance of becoming a subscriber for detailed insightsThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

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.

<ul><li>Welcome back to This Week in Crypto… everything you need to know in one scannable format. Here are the top 5 stories of the week…</li><li>Bitcoin hits new $75K high as Trump takes early election lead - Bitcoin hit a new all-time high of over $75,000 on Nov. 6, well above its previous $73,800 high in March as traders piled into crypto with pro-crypto candidate Donald Trump winning the U.S. Presidency for the second time.</li><li>Michigan becomes first state pension fund to invest in Ethereum ETFs with $11M stake: The State of Michigan Retirement System has become the first US state pension fund to invest in an Ethereum ETF, disclosing an $11 million stake in Grayscale’s Ethereum trusts in an SEC filing.</li></ul>

Welcome back to This Week in Crypto… everything you need to know in one scannable format. Here are the top 5 stories of the week…Bitcoin hits new $75K high as Trump takes early election lead - Bitcoin hit a new all-time high of over $75,000 on Nov. 6, well above its previous $73,800 high in March as traders piled into crypto with pro-crypto candidate Donald Trump winning the U.S. Presidency for the second time.Michigan becomes first state pension fund to invest in Ethereum ETFs with $11M stake: The State of Michigan Retirement System has become the first US state pension fund to invest in an Ethereum ETF, disclosing an $11 million stake in Grayscale’s Ethereum trusts in an SEC filing.

Trump Victory Leads to Bitcoin ATH as Bull Market Takes Shape

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Solana (SOL CURNCY)

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Happy Sunday, and welcome to my weekly editorial on everything macro and markets. It’s been an incredibly eventful weekend in Trump-land, and...

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Overall, the discussion centered around the performance and outlook of Delta and other assets, global liquidity trends, a bullish outlook on risk...

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Bitcoin hits new $75K high as Trump takes early election lead - Bitcoin hit a new all-time high of over $75,000 on Nov. 6, well above its previous...

Coinstack

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