Independent Research, Cryptocurrencies, Carbono Insights

Carbono Insights

Independent Research, Cryptocurrencies

Advisory Firm Specialized in Cryptocurrencies

Carbono is an advisory firm specialized in cryptocurrencies that helps clients navigate the economic and financial innovations derived from the rise of digital assets. Our investment fund, Abacus Carbono, is designed to be an on ramp for investors interested in cryptocurrencies and projects born under the crypto-economy principles.

Crypto

<ul><li>Phase 1 of bear markets is a piece of cake: it feels more like a healthy correction. </li><li>Phase 2 looks more is peak chaos and peak pain. It’s when hen things go South bad. </li><li>Phase 3 is when tedium kicks in, and people genuinely contemplate their lives’ decisions.</li></ul>

Phase 1 of bear markets is a piece of cake: it feels more like a healthy correction. Phase 2 looks more is peak chaos and peak pain. It’s when hen things go South bad. Phase 3 is when tedium kicks in, and people genuinely contemplate their lives’ decisions.

Articles from Caixin Global, Caixin Global

Caixin Global

Articles from Caixin Global

Caixin is a media group dedicated to providing financial and business news through periodicals, online content, mobile apps, conferences, books and TV/video programs. Caixin aims to blaze a trail that helps traditional media prosper in the new media age through integrated multimedia platforms.

News from Caixin

<ul><li>The class of cryptocurrencies known as stablecoins needs a regulatory framework and private sector participation to ensure stable development</li><li>Last month the value of the token issued by algorithmic stablecoin project Terra crashed, raising doubts about the future of such assets</li><li>Stablecoins are a kind of crypto-asset pegged to legal tenders such as the U.S. dollar. Bitcoins and other cryptocurrencies are not backed by governments or physical assets, and their value can swing wildly</li></ul>

The class of cryptocurrencies known as stablecoins needs a regulatory framework and private sector participation to ensure stable developmentLast month the value of the token issued by algorithmic stablecoin project Terra crashed, raising doubts about the future of such assetsStablecoins are a kind of crypto-asset pegged to legal tenders such as the U.S. dollar. Bitcoins and other cryptocurrencies are not backed by governments or physical assets, and their value can swing wildly

Stablecoins Need a Regulatory Framework, Circle Chief Says

<ul><li>We believe in certain inalienable truths from this industry that seem independent from any economic cycle</li><li><p>Crypto is highly efficient. Protocols running on distributed networks achieve things that would otherwise require massive investments in hardware and software services and teams.</p></li><li><p>Crypto is also one of the most attractive destinations for high-quality, high-drive talent. In the last years, the inflow of capital from VCs has made Web3 compete head to head with Web2</p></li></ul>

We believe in certain inalienable truths from this industry that seem independent from any economic cycleCrypto is highly efficient. Protocols running on distributed networks achieve things that would otherwise require massive investments in hardware and software services and teams.Crypto is also one of the most attractive destinations for high-quality, high-drive talent. In the last years, the inflow of capital from VCs has made Web3 compete head to head with Web2

Why Would A16z Launch a $4.5B Investment Fund Now?

China and US Equity Analyst

Roger Xie

Cross Asset Strategy

<ul>
<li>Stablecoin <a href="https://www.smartkarma.com/entities/terrausd" target="_blank" data-smartkarma-citation="entities:35209:1" rel="noopener">TerraUSD (UST CURNCY)</a> has de-pegged from USD; the implosion put pressure on <a href="https://www.smartkarma.com/entities/tether" target="_blank" data-smartkarma-citation="entities:35208:1" rel="noopener">Tether (USDT CURNCY).</a> This resembled the confidence crises that precede bank runs.</li>
<li>The incident happened under macro headwind such as tech stock sell-off, rising benchmark interest rates and TerraUSD specific algorithm design. </li>
<li>The bigger worry of de-pegging has investors to re-assess the reserve behind stablecoin in the crypto ecosystem; we expect the ripple impact will continue for some time before settling down.</li>
</ul>


Stablecoin TerraUSD (UST CURNCY) has de-pegged from USD; the implosion put pressure on Tether (USDT CURNCY). This resembled the confidence crises that precede bank runs.
The incident happened under macro headwind such as tech stock sell-off, rising benchmark interest rates and TerraUSD specific algorithm design. 
The bigger worry of de-pegging has investors to re-assess the reserve behind stablecoin in the crypto ecosystem; we expect the ripple impact will continue for some time before settling down.


Crypto: Perfect Storm on Stablecoin Infrastructure

Crypto Fundamental Investor/Analyst

Josh Du

<ul>
<li>Crypto complex down double digits over the past week as yields climb beyond 3% and major asset classes all trade lower with heightened correlation. NFTs also down significantly. </li>
<li>
<a href="https://www.smartkarma.com/entities/terrausd" target="_blank" data-smartkarma-citation="entities:35209:1" rel="noopener">TerraUSD (UST CURNCY)</a> has depegged from USD1 and is again potentially at risk for the dreaded death spiral coupled with <a href="https://www.smartkarma.com/entities/terra" target="_blank" data-smartkarma-citation="entities:34616:1" rel="noopener">Terra (LUNA CURNCY)</a> </li>
<li>As UST and LUNA have a combined market cap of around $40 billion, it could present systematic risk implications for crypto </li>
</ul>


Crypto complex down double digits over the past week as yields climb beyond 3% and major asset classes all trade lower with heightened correlation. NFTs also down significantly. 

TerraUSD (UST CURNCY) has depegged from USD1 and is again potentially at risk for the dreaded death spiral coupled with Terra (LUNA CURNCY) 
As UST and LUNA have a combined market cap of around $40 billion, it could present systematic risk implications for crypto 


Crypto Weekly - TerraUSD (UST)'s Depeg Leading to Crypto Capitulation?

United States

As of 27th May 2022, LUNA has been rebranded to LUNC (Terra Classic). Terra Classic is a decentralized financial payment network that is rebuilding traditional payment technology on the blockchain. It manages a basket of fiat pegged stablecoins that are algorithmically managed by the protocol via its LUNC Token. In addition, LUNC is used to pay for transaction fees, staking collateral and to vote. Terra Classic is the orginal technology behind Terra 2.0 (LUNA) which is a new crypto asset running on a new Blockchain. For more information see https://docs.terra.money/docs/migration/exchange-migration.html

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Terra (XLU CURNCY)

#30 Two other emperors have no clothes

Phase 1 of bear markets is a piece of cake: it feels more like a healthy correction. Like justice being served and dumb projects being exposed....

Carbono Insights

Stablecoins Need a Regulatory Framework, Circle Chief Says

The class of cryptocurrencies known as stablecoins needs a regulatory framework and private sector participation to ensure stable development

Caixin Global

Why Would A16z Launch a $4.5B Investment Fund Now?

We believe in certain inalienable truths from this industry that seem independent from any economic cycle. Crypto is highly efficient. Protocols...

Carbono Insights

Crypto: Perfect Storm on Stablecoin Infrastructure

The bigger worry of TerraUSD de-pegging has investors to re-assess the reserve behind stablecoin in the crypto ecosystem; we expect the ripple...

Roger Xie

Crypto Weekly - TerraUSD (UST)'s Depeg Leading to Crypto Capitulation?

Crypto down another double-digits. But besides macro risk, there are potential fundamental risks looming in the Terra stablecoin UST peg, which at...

Josh Du

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