Category

Crypto

Jul 26
0

Daily Brief Crypto: Crypto Moves #36 – Give the Ethereum ETFs a Week and more

By | Crypto, Daily Briefs

In today’s briefing:

  • Crypto Moves #36 – Give the Ethereum ETFs a Week, Then It Is Up Only

Crypto Moves #36 – Give the Ethereum ETFs a Week, Then It Is Up Only

By Mads Eberhardt

  • The U.S.-based Ethereum spot ETFs were launched on Tuesday, concluding their second trading session yesterday.
  • Since the launch, Ethereum has declined slightly both in dollar terms and relative to Bitcoin.
  • Despite this situation, there is nothing to fear – in fact, quite the opposite, as we will demonstrate in today’s Crypto Moves.

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Jul 24
0

Daily Brief Crypto: Crypto Crisp: We Roll and more

By | Crypto, Daily Briefs

In today’s briefing:

  • Crypto Crisp: We Roll

Crypto Crisp: We Roll

By Mads Eberhardt

  • First, the crypto market has seen substantial gains in the past week, particularly Bitcoin, which is now trading at $67,000 for the first time since mid-June, having previously traded as low as $53,500.
  • Please do not make the mistake of thinking that we cannot go higher in the near future.
  • Let us reiterate the bullish outlook we have put forward in what feels like forever.

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Jul 20
0

Daily Brief Crypto: Crypto Liquidity Watch: The Current Crypto Versus Tech Correlation Is a Must Watch and more

By | Crypto, Daily Briefs

In today’s briefing:

  • Crypto Liquidity Watch: The Current Crypto Versus Tech Correlation Is a Must Watch

Crypto Liquidity Watch: The Current Crypto Versus Tech Correlation Is a Must Watch

By Andreas Steno

  • My great colleague, Mads Eberhardt, is off on a well-deserved mini-summer break, accordingly handing me the keys to the weekly crypto editorial.
  • As Mads is probably currently stuck with the same feeling I have when I hand the iPad to my almost 80-year-old dad, I’ll stick to connecting the dots between liquidity, the recent sell-off in crypto, and the current sell-off in technology.
  • Do current developments square, or can we find value trades here?

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Jul 17
0

Daily Brief Crypto: The Bulls Strike Back and more

By | Crypto, Daily Briefs

In today’s briefing:

  • The Bulls Strike Back

The Bulls Strike Back

By Delphi Digital

  • BTC reclaims multi-month range lows, hinting at potential bullish momentum despite recent sell pressure.
  • Spot ETF inflows surge, showing resilience even as BTC faced significant market cap erosion.
  • ETH spot ETF launch set for July 23, could spark renewed market interest and opportunities.

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Jul 16
0

Daily Brief Crypto: Crypto Crisp: No Fear and more

By | Crypto, Daily Briefs

In today’s briefing:

  • Crypto Crisp: No Fear, Prices Soar

Crypto Crisp: No Fear, Prices Soar

By Mads Eberhardt

  • The crypto market has recently diverged not only from the rapidly improving liquidity conditions in the broader economy but also from various positive crypto-specific factors such as declining exchange balances, regulatory clarity, reduced Bitcoin miners’ reserves, the historically positive post-Halving period, and the imminent launch of Ethereum spot ETFs.
  • This decoupling has been driven by the German government selling nearly 50,000 bitcoins over the past few weeks, most of which were sold last week, along with the start of repayments to Mt. Gox creditors.
  • The substantial rebound in crypto assets this weekend, as the German Bitcoin selling ended on Friday, highlights that the tumbling prices in recent weeks were merely due to the German government, Mt. Gox, and, not least, the unjustified fear of substantial selling pressure, as we argued in last week’s Crypto Crisp titled ‘Buy the Dip’.

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Jul 13
0

Daily Brief Crypto: Crypto Portfolio: Adding Ethereum Alpha with ETF Launch and Institutional Onchain Adoption and more

By | Crypto, Daily Briefs

In today’s briefing:

  • Crypto Portfolio: Adding Ethereum Alpha with ETF Launch and Institutional Onchain Adoption
  • The Dark Night Rises – Part 1

Crypto Portfolio: Adding Ethereum Alpha with ETF Launch and Institutional Onchain Adoption

By Mads Eberhardt

  • There is no Crypto Moves today.
  • Instead, today’s note marks our first trade for our Crypto Portfolio, along with the rationale behind this decision.
  • This trade aims to indirectly benefit from the imminent launch of U.S.-based Ethereum ETFs, without directly increasing our Ethereum exposure.

The Dark Night Rises – Part 1

By Delphi Digital

  • 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.

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Jul 10
0

Daily Brief Crypto: Crypto Crisp: Buy the Dip and more

By | Crypto, Daily Briefs

In today’s briefing:

  • Crypto Crisp: Buy the Dip
  • A Bad Break For Bulls… What’s Next?

Crypto Crisp: Buy the Dip

By Mads Eberhardt

  • Before we dive into this Monday’s edition of Crypto Crisp, we want to announce a format change.
  • Starting today, the ‘Charting Crypto’ section will only feature the most intriguing charts we have discovered over the past week.
  • Instead of showcasing four to five recurring charts that may not always be interesting, we will focus solely on the most noteworthy ones.

A Bad Break For Bulls… What’s Next?

By Delphi Digital

  • BTC hits multi-month range lows amid heavy liquidations and bearish market structure.
  • Altcoins experience significant losses, with many sectors down 20%-50% in recent weeks.
  • ETH and SOL spot ETFs signal growing institutional interest despite current market struggles.

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Jul 05
0

Daily Brief Crypto: Crypto Moves #35 – Keep Altcoins at an Arm’s Length From Your Portfolio and more

By | Crypto, Daily Briefs

In today’s briefing:

  • Crypto Moves #35 – Keep Altcoins at an Arm’s Length From Your Portfolio

Crypto Moves #35 – Keep Altcoins at an Arm’s Length From Your Portfolio

By Mads Eberhardt

  • On March 7 of this year, we dedicated an entire edition of Crypto Moves to discussing our belief that this crypto bull market is the least speculative one yet.
  • This edition, Crypto Moves #18, was aptly named: “The Least Speculative Bull Market,” and included the following summary:“The crypto market is getting less speculative by the minute.
  • There is no need to chase the next big thing by risking funds on obscure altcoins or memecoins.

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Jul 02
0

Daily Brief Crypto: Crypto Crisp: A Trump Win Is A Win For Crypto and more

By | Crypto, Daily Briefs

In today’s briefing:

  • Crypto Crisp: A Trump Win Is A Win For Crypto

Crypto Crisp: A Trump Win Is A Win For Crypto

By Mads Eberhardt

  • As we step into July, anticipation surrounds the distribution of 141,686 bitcoins from the defunct Mt. Gox exchange to its creditors, most of whom are former clients.
  • Despite the looming release of these bitcoins, which have been locked away for over a decade, the crypto market saw an uptick over the weekend.
  • This rise occurred even after the German government transferred an additional $94 million worth of bitcoins to exchanges this morning.

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Jun 28
0

Daily Brief Crypto: Crypto Moves #34 – The U.S. Ethereum Spot ETFs Are Not Priced In and more

By | Crypto, Daily Briefs

In today’s briefing:

  • Crypto Moves #34 – The U.S. Ethereum Spot ETFs Are Not Priced In

Crypto Moves #34 – The U.S. Ethereum Spot ETFs Are Not Priced In

By Mads Eberhardt

  • Just over a month ago, on May 23, the U.S. Securities and Exchange Commission (SEC) approved U.S.-based Ethereum spot ETFs.
  • However, these ETFs have not yet launched because the SEC still needs to approve the necessary S-1 filings, in addition to the already approved 19b-4 filings from May 23.
  • This final approval is largely a formality, suggesting that a launch is imminent.

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