Category

Crypto

Smartkarma The Investment Intelligence Platform

Daily Brief Crypto: Jackson Hole Sinks Bitcoin and more

By | Crypto, Daily Briefs

In today’s briefing:

  • Jackson Hole Sinks Bitcoin


Jackson Hole Sinks Bitcoin

By Coinstack

  • Bitcoin reversed from $80,258 midweek (Aug 27), closing the week near $77K to $78K, per Coinglass, after Warsh’s hawkish Jackson Hole speech elevated September rate-hike odds.

  • Spot BTC ETFs snapped a nine-day $3.04B streak (Aug 17-27) with a $201.81M outflow on Aug 28; ETH inflow streak extended to ten days, bringing in roughly $1.52B.

  • SEC sent modernized crypto custody rules to the White House OMB, advancing clarity outside the stalled CLARITY Act.


💡 Before it’s here, it’s on Smartkarma

Sign Up for Free

The Smartkarma Preview Pass is your entry to the Independent Investment Research Network

  • ✓ Unlimited Research Summaries
  • ✓ Personalised Alerts
  • ✓ Custom Watchlists
  • ✓ Company Data and News
  • ✓ Events & Webinars



Smartkarma The Investment Intelligence Platform

Daily Brief Crypto: The State of Tokenized Stocks and more

By | Crypto, Daily Briefs

In today’s briefing:

  • The State of Tokenized Stocks


The State of Tokenized Stocks

By Delphi Digital

  • Centralized exchanges (CEXs) came to tokenized stocks well after the onchain issuers had introduced the category, but they arrived with wider catalogs and order books of their own.
  • Binance is the newest entrant and it scaled fastest in July, though most of that volume came from QQQB, a single token tracking the Nasdaq 100 ETF.
  • What it costs you to trade tokenized stocks (for the time being) depends entirely on where you buy and when.

💡 Before it’s here, it’s on Smartkarma

Sign Up for Free

The Smartkarma Preview Pass is your entry to the Independent Investment Research Network

  • ✓ Unlimited Research Summaries
  • ✓ Personalised Alerts
  • ✓ Custom Watchlists
  • ✓ Company Data and News
  • ✓ Events & Webinars



Smartkarma The Investment Intelligence Platform

Daily Brief Crypto: $1.92B Floods Into Bitcoin ETFs and more

By | Crypto, Daily Briefs

In today’s briefing:

  • $1.92B Floods Into Bitcoin ETFs


$1.92B Floods Into Bitcoin ETFs

By Coinstack

  • Bitcoin closed at $77,712 on Sunday, up 20.57% w/w, its best week since October 2025.

  • Spot BTC ETFs drew $1.92B (week ending Aug 21), the largest weekly inflow of 2026.

  • Trump hosted crypto CEOs at the White House Aug 19, urging CLARITY passage.


💡 Before it’s here, it’s on Smartkarma

Sign Up for Free

The Smartkarma Preview Pass is your entry to the Independent Investment Research Network

  • ✓ Unlimited Research Summaries
  • ✓ Personalised Alerts
  • ✓ Custom Watchlists
  • ✓ Company Data and News
  • ✓ Events & Webinars



Smartkarma The Investment Intelligence Platform

Daily Brief Crypto: Avalanche Is the Business Chain for Real-World Finance and more

By | Crypto, Daily Briefs

In today’s briefing:

  • Avalanche Is the Business Chain for Real-World Finance


Avalanche Is the Business Chain for Real-World Finance

By Delphi Digital

  • The story on Avalanche has moved past issuance.
  • Tokenized RWA value has grown from $740M to over $3B since October, with Progmat’s Japan migration complete, Galaxy proving out tokenized CLOs and onchain proxy voting, and Aave choosing the network for V4’s first deployment beyond Ethereum.
  • The report covers what gets built on top of those assets, from the credit operations stack coming onchain to the stablecoin payment rails aiming to reach half of South Korea’s card volume.

💡 Before it’s here, it’s on Smartkarma

Sign Up for Free

The Smartkarma Preview Pass is your entry to the Independent Investment Research Network

  • ✓ Unlimited Research Summaries
  • ✓ Personalised Alerts
  • ✓ Custom Watchlists
  • ✓ Company Data and News
  • ✓ Events & Webinars



Smartkarma The Investment Intelligence Platform

Daily Brief Crypto: Soft Inflation and more

By | Crypto, Daily Briefs

In today’s briefing:

  • Soft Inflation, Hard ETF Outflows


Soft Inflation, Hard ETF Outflows

By Coinstack

  • Bitcoin closed near $62.8K on Sunday, down roughly 3% w/w, its worst week in six.
  • Spot Bitcoin ETFs bled $389.7M between Aug 10 and 14, the largest weekly outflow in six weeks.
  • July CPI printed 0.1% MoM and 3.4% YoY, in line with consensus.

💡 Before it’s here, it’s on Smartkarma

Sign Up for Free

The Smartkarma Preview Pass is your entry to the Independent Investment Research Network

  • ✓ Unlimited Research Summaries
  • ✓ Personalised Alerts
  • ✓ Custom Watchlists
  • ✓ Company Data and News
  • ✓ Events & Webinars



Smartkarma The Investment Intelligence Platform

Daily Brief Crypto: The ETF Money Is Back and more

By | Crypto, Daily Briefs

In today’s briefing:

  • The ETF Money Is Back


The ETF Money Is Back

By Coinstack

  • Bitcoin closed near $64.9K on Sunday, up 2.1% w/w, its second consecutive weekly gain.

  • Spot Bitcoin ETFs pulled in $853.54M this week, their strongest since April.

  • Spot Ethereum ETFs added $244.94M, also a four-month high.


💡 Before it’s here, it’s on Smartkarma

Sign Up for Free

The Smartkarma Preview Pass is your entry to the Independent Investment Research Network

  • ✓ Unlimited Research Summaries
  • ✓ Personalised Alerts
  • ✓ Custom Watchlists
  • ✓ Company Data and News
  • ✓ Events & Webinars



Smartkarma The Investment Intelligence Platform

Daily Brief Crypto: Coldcard’s $114M Crisis and more

By | Crypto, Daily Briefs

In today’s briefing:

  • Coldcard’s $114M Crisis


Coldcard’s $114M Crisis

By Coinstack

  • Bitcoin closed July with a 7.5% monthly gain, its first since April, before slipping near $63.4K (close) on Sunday.

  • The FOMC held rates at 3.50%-3.75% on July 29, with Hammack, Kashkari, and Logan dissenting for a 25-bps hike.

  • Spot Bitcoin ETFs bled $265.37M on July 31, ending three weeks of positive prints.


💡 Before it’s here, it’s on Smartkarma

Sign Up for Free

The Smartkarma Preview Pass is your entry to the Independent Investment Research Network

  • ✓ Unlimited Research Summaries
  • ✓ Personalised Alerts
  • ✓ Custom Watchlists
  • ✓ Company Data and News
  • ✓ Events & Webinars



Smartkarma The Investment Intelligence Platform

Daily Brief Crypto: Bitcoin’s $66K Rally Meets Warsh and more

By | Crypto, Daily Briefs

In today’s briefing:

  • Bitcoin’s $66K Rally Meets Warsh


Bitcoin’s $66K Rally Meets Warsh

By Coinstack

  • Bitcoin closed above the $64,300 mark (July 26) after hitting a $66,910 Tuesday high, reversing into Fed week.

  • Spot Bitcoin ETFs logged $33.79M in weekly net inflows, while Ethereum ETFs recorded $103.90M (July 24). Bitcoin’s seven-session streak ended with a $240.08M outflow on Friday (SoSoValue).

  • Tesla held 11,509 BTC unchanged in Q2 and booked a $112M unrealized loss under fair value accounting.


💡 Before it’s here, it’s on Smartkarma

Sign Up for Free

The Smartkarma Preview Pass is your entry to the Independent Investment Research Network

  • ✓ Unlimited Research Summaries
  • ✓ Personalised Alerts
  • ✓ Custom Watchlists
  • ✓ Company Data and News
  • ✓ Events & Webinars



Smartkarma The Investment Intelligence Platform

Daily Brief Crypto: The Deadline Passed. Now What? and more

By | Crypto, Daily Briefs

In today’s briefing:

  • The Deadline Passed. Now What?


The Deadline Passed. Now What?

By Coinstack

  • 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.


💡 Before it’s here, it’s on Smartkarma

Sign Up for Free

The Smartkarma Preview Pass is your entry to the Independent Investment Research Network

  • ✓ Unlimited Research Summaries
  • ✓ Personalised Alerts
  • ✓ Custom Watchlists
  • ✓ Company Data and News
  • ✓ Events & Webinars



Smartkarma The Investment Intelligence Platform

Daily Brief Crypto: 8-Week Losing Streak. Over. and more

By | Crypto, Daily Briefs

In today’s briefing:

  • 8-Week Losing Streak. Over.


8-Week Losing Streak. Over.

By Coinstack

  • Bitcoin and Ethereum ETFs snapped their longest losing streak on record, pulling in a combined $281.8 million for the week after eight straight weeks (week ending July 12) that drained $8.26 billion.

  • Renewed US-Iran hostilities rattled markets midweek, with Bitcoin sliding to roughly $61,492 on July 8 after Trump declared the ceasefire over, before recovering to $64,400 (intraday high of $64,658.97 on July 10) by Friday on a short squeeze.

  • Strategy sold a record 3,588 BTC for $216 million, its largest disposal ever, to fund preferred stock dividends, a marked shift from years of never selling.


💡 Before it’s here, it’s on Smartkarma

Sign Up for Free

The Smartkarma Preview Pass is your entry to the Independent Investment Research Network

  • ✓ Unlimited Research Summaries
  • ✓ Personalised Alerts
  • ✓ Custom Watchlists
  • ✓ Company Data and News
  • ✓ Events & Webinars