Category

Crypto

Apr 16
0

Daily Brief Crypto: Crypto Crisp: Hong Kong Rhymes With Bitcoin and Ethereum ETFs and more

By | Crypto, Daily Briefs

In today’s briefing:

  • Crypto Crisp: Hong Kong Rhymes With Bitcoin and Ethereum ETFs

Crypto Crisp: Hong Kong Rhymes With Bitcoin and Ethereum ETFs

By Mads Eberhardt

  • The weekend did not go as expected.
  • The attack on Israel by Iran, which occurred overnight between Saturday and Sunday, had a noticeable impact on the crypto market.
  • This led to Bitcoin and Ethereum dropping by 8% and 12% respectively by Sunday.

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Apr 12
0

Daily Brief Crypto: Crypto Moves #23 – The Bitcoin ETFs Run the World and more

By | Crypto, Daily Briefs

In today’s briefing:

  • Crypto Moves #23 – The Bitcoin ETFs Run the World

Crypto Moves #23 – The Bitcoin ETFs Run the World

By Mads Eberhardt

  • 2024 stands out as the landmark year for exchange-traded crypto products, especially those related to Bitcoin.
  • After years of existing somewhat separately from traditional finance, the crypto market is finally being recognized as a legitimate part of the broader financial landscape.
  • The United States set the stage in January by securing approval from the US Securities and Exchange Commission (SEC) for the first US-based Bitcoin spot ETFs. To any observer, it is unmistakably clear that the United States has triggered a wave of global approvals for exchange-traded crypto products.

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Apr 09
0

Daily Brief Crypto: Crypto Crisp: Bitcoin Leads the Market and more

By | Crypto, Daily Briefs

In today’s briefing:

  • Crypto Crisp: Bitcoin Leads the Market

Crypto Crisp: Bitcoin Leads the Market

By Mads Eberhardt

  • Greetings from a sunny Copenhagen, where it feels like summer is just around the corner, and the warm weather seems to be spreading to the crypto market as well.
  • Bitcoin has risen by approximately 4.5%, reaching $72,250, and Ethereum has seen an increase of nearly 4%, up to $3,620 during the same timeframe.
  • We would like to reiterate our optimistic outlook from last week, as highlighted in both Crypto Crisp and Crypto Moves #22.

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Apr 08
0

Daily Brief Crypto: Restaking and more

By | Crypto, Daily Briefs

In today’s briefing:

  • Restaking, the Biggest Opportunity and Risk in Ethereum

Restaking, the Biggest Opportunity and Risk in Ethereum

By Edward Wu

  • Crypto market is driven by narrative in the short term, and capital favors new narratives. Ethereum restaking is the brand new narrative and biggest investment opportunity in this cycle.
  • Restaking and Liquid Restaking will bring upward pressure to ETH, and tokens of Liquid Restaking protocols will benefit from the growing restaking market.
  • DeFi use cases related to Liquid Restaked Tokens introduce increased financial leverage to the Ethereum DeFi ecosystem, which also entails heightened risks.

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Apr 05
0

Daily Brief Crypto: Crypto Moves #22 – The 2024 Bitcoin Halving Will Be A ‘Buy the Rumor and more

By | Crypto, Daily Briefs

In today’s briefing:

  • Crypto Moves #22 – The 2024 Bitcoin Halving Will Be A ‘Buy the Rumor, Sell the News’ Event

Crypto Moves #22 – The 2024 Bitcoin Halving Will Be A ‘Buy the Rumor, Sell the News’ Event

By Mads Eberhardt

  • We are swiftly approaching the fourth Bitcoin halving, which is expected to take place at block number 840,000.
  • Currently, the network has reached a block height of approximately 837,700.
  • Bitcoin experiences a halving event every 210,000 blocks.

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Apr 03
0

Daily Brief Crypto: Crypto Crisp: Where’s the Volatility? and more

By | Crypto, Daily Briefs

In today’s briefing:

  • Crypto Crisp: Where’s the Volatility?

Crypto Crisp: Where’s the Volatility?

By Mads Eberhardt

  • As we predicted in the last few weeks’ Crypto Crisp, the crypto market has been relatively stable in recent weeks.
  • However, things are beginning to shift.
  • During a speech in San Francisco on Friday, Federal Reserve Chairman Jerome Powell mentioned that robust economic growth in the US allows Federal Reserve officials to take their time with interest rate cuts.

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Mar 27
0

Daily Brief Crypto: Crypto Crisp: Larry Fink vs. Gary Gensler and more

By | Crypto, Daily Briefs

In today’s briefing:

  • Crypto Crisp: Larry Fink vs. Gary Gensler

Crypto Crisp: Larry Fink vs. Gary Gensler

By Mads Eberhardt

  • We are witnessing an unexpected showdown in the crypto world.
  • On one side stands Larry Fink, co-founder and CEO of BlackRock, the world’s largest asset manager.
  • On the opposite side is Gary Gensler, the chair of the U.S. Securities and Exchange Commission (SEC).

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Mar 23
0

Daily Brief Crypto: Crypto Moves #20 – Ethereum Will Never Be the Same and more

By | Crypto, Daily Briefs

In today’s briefing:

  • Crypto Moves #20 – Ethereum Will Never Be the Same

Crypto Moves #20 – Ethereum Will Never Be the Same

By Mads Eberhardt

  • Last Wednesday, on March 13th, Ethereum launched its biggest upgrade in the past 18 months, marking a significant milestone since the Ethereum Merge on September 15, 2022.
  • Dubbed Dencun or Cancun-Deneb, this upgrade introduced the eagerly awaited Proto-Danksharding feature, aimed at dramatically enhancing the scalability of Ethereum’s Layer 2, also known as rollups, and slashing the costs associated with rollup transactions, while making them less volatile.
  • Proto-Danksharding brought to the table so-called ‘blobs’.

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Mar 19
0

Daily Brief Crypto: Crypto Crisp: Profit-Taking and more

By | Crypto, Daily Briefs

In today’s briefing:

  • Crypto Crisp: Profit-Taking

Crypto Crisp: Profit-Taking

By Mads Eberhardt

  • Recently, we have voiced our concerns about the excessive use of leverage in the crypto market.
  • Just last week, traders were facing annual rates of up to 150% to maintain long positions in Bitcoin on the perpetual market.
  • By the end of the week, it became evident that this approach was unsustainable, leading to a significant market correction and extensive liquidations in the futures market.

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Mar 16
0

Daily Brief Crypto: Crypto Moves #19 – Liquid Staking Protocols Are Ethereum’s Saver and more

By | Crypto, Daily Briefs

In today’s briefing:

  • Crypto Moves #19 – Liquid Staking Protocols Are Ethereum’s Saver

Crypto Moves #19 – Liquid Staking Protocols Are Ethereum’s Saver

By Mads Eberhardt

  • It has been exactly eighteen months since Ethereum made the big switch from Proof-of-Work to Proof-of-Stake, an event widely known as the Merge.
  • In simple terms, after the Merge, the responsibility for verifying transactions and proposing new blocks on the Ethereum network shifted from miners to holders, provided they choose to become stakers.
  • To maintain the blockchain as stakers, holders lock up their Ether in the network.

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