Global Multi-Asset Investment Strategist, True Insights

Jeroen Blokland

Global Multi-Asset Investment Strategist

Build Well-Diversified Multi-Asset Portfolios

True Insights

Our research helps investors build well-diversified multi-asset portfolios and profit from market developments. In addition, our unique and proven Macro – Sentiment – Valuation (MSV) investment framework ensures a consistent flow of new investment opportunities. Together with our market views, these opportunities will be reflected in our live ETF-based Global Multi-Asset Portfolios.

Cross Asset Strategy

<ul>
<li>Unlike many suggest, the downgrade of the US credit rating by Fitch, resulting in the US losing its Triple-A status, will have significant impact on markets.</li>
<li>The disappointing ISM Manufacturing Index comes with massive downside for Equities in all regions.</li>
<li>While the Big Tech earnings dream get to live another day, the risks of a further and more significant slowdown in company earnings remain abundant.</li>
</ul>


Unlike many suggest, the downgrade of the US credit rating by Fitch, resulting in the US losing its Triple-A status, will have significant impact on markets.
The disappointing ISM Manufacturing Index comes with massive downside for Equities in all regions.
While the Big Tech earnings dream get to live another day, the risks of a further and more significant slowdown in company earnings remain abundant.


The Weekly Market Monitor (31) – Bye, Bye, Triple-A

Data-Driven Analysis of Cryptocurrency Markets, Kaiko

Kaiko

Data-Driven Analysis of Cryptocurrency Markets

Kaiko is the leading cryptocurrency market data provider for institutional investors and enterprises. We empower market participants with accurate, transparent, and actionable financial data to be leveraged for a range of market activities. Kaiko’s mission is to be the foundation of the new digital finance economy by serving as a single source for market information. Our mission is premised on the idea that high-quality data drives market efficiency and greater transparency throughout the industry. For each of our enterprise clients, we build custom data plans designed for a range of use cases.

Crypto

<ul>
<li>Worldcoin’s launch was one of the most unique and controversial in recent years.</li>
<li>Much of the controversy stems from the understandable skittishness with Worldcoin’s goal (creating a global identity network) and sci-fi-like methods of achieving this goal (eye scans).</li>
<li>This has been nicely summarized by the MIT Technology Review. </li>
</ul>


Worldcoin’s launch was one of the most unique and controversial in recent years.
Much of the controversy stems from the understandable skittishness with Worldcoin’s goal (creating a global identity network) and sci-fi-like methods of achieving this goal (eye scans).
This has been nicely summarized by the MIT Technology Review. 


<ul><li>BTC volume dominance has slipped 8% since the start of July following the Ripple ruling, which instantly caused altcoin markets to rally.</li><li>BTC dominance across the top 25 centralized exchanges is currently at its lowest level since April, at 27%.</li><li>Offshore exchanges have experienced a more extreme drop in BTC trading activity, partially due to a spike in South Korean altcoin volume.</li></ul>

BTC volume dominance has slipped 8% since the start of July following the Ripple ruling, which instantly caused altcoin markets to rally.BTC dominance across the top 25 centralized exchanges is currently at its lowest level since April, at 27%.Offshore exchanges have experienced a more extreme drop in BTC trading activity, partially due to a spike in South Korean altcoin volume.

<ul><li>Last week, bankrupt crypto lender Celsius gained court approval to convert its altcoin holdings into more liquid BTC and ETH as part of its restructuring plan.</li><li>The company has reportedly moved some of its holdings to market maker Wintermute and stablecoin issuer Paxos.</li><li>As of end-March, Celsius held more than $2B in BTC, ETH and stETH and a mixed bag of liquid and illiquid altcoins, including $240mn of its own CEL token.</li></ul>

Last week, bankrupt crypto lender Celsius gained court approval to convert its altcoin holdings into more liquid BTC and ETH as part of its restructuring plan.The company has reportedly moved some of its holdings to market maker Wintermute and stablecoin issuer Paxos.As of end-March, Celsius held more than $2B in BTC, ETH and stETH and a mixed bag of liquid and illiquid altcoins, including $240mn of its own CEL token.

Celsius Liquidations Could Pressure Altcoin Markets

Digital Asset Management Firm, Etherbridge

Etherbridge

Digital Asset Management Firm

Etherbridge is a digital asset management firm investing in the value of information and trust

<ul><li>The bitcoin halving is officially insight, expected to occur in late April 2024.</li><li>Unlike bitcoins competitors for money like the US dollar or British pound, its monetary policy is programmatic, simple, immutable and transparent to its holders.</li><li>The upcoming halving will reduce the block subsidy to 3.125 BTC a block, trimming bitcoins issuance rate to 0.9%.</li></ul>

The bitcoin halving is officially insight, expected to occur in late April 2024.Unlike bitcoins competitors for money like the US dollar or British pound, its monetary policy is programmatic, simple, immutable and transparent to its holders.The upcoming halving will reduce the block subsidy to 3.125 BTC a block, trimming bitcoins issuance rate to 0.9%.

United States

Virtual currencies are decentralized, math-based digital assets in which transactions can be performed cryptographically without the need for a central issuing authority. The first specification and proof of concept of Bitcoin, the first widely used virtual currency, was published in 2009 based on a paper published pseudonymously by Satoshi Nakamoto.

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Bitcoin (XBTUSD CURNCY)

The Weekly Market Monitor (31) – Bye, Bye, Triple-A

The US has lost the Triple A-rating, which, unlike many suggest, will have major implications. If not in the short run, then definitely in the long...

Jeroen Blokland

Breaking Down Worldcoin's Launch

Much of the controversy stems from the understandable skittishness with Worldcoin’s goal (creating a global identity network) and sci-fi-like...

Kaiko

Altcoin Dominance Hits 4-Month High

BTC volume dominance has slipped 8% since the start of July following the Ripple ruling, which instantly caused altcoin markets to rally.

Kaiko

Celsius Liquidations Could Pressure Altcoin Markets

Last week, bankrupt crypto lender Celsius gained court approval to convert its altcoin holdings into more liquid BTC and ETH as part of its...

Kaiko

Bitcoin Gets The Nod

Unlike bitcoins competitors for money like the US dollar or British pound, its monetary policy is programmatic, simple, immutable and transparent...

Etherbridge

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