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>The second week in a row of good vibes. The crypto market is basking in a period of optimism, fueled by the momentum generated from the influx of numerous ETF filings.</li><li>Bitcoin and Ethereum, the leading cryptocurrencies, have experienced sustained upward trends in their values.</li><li>As a result, the vision of an interconnected on-chain, off-chain financial system is rekindled, and the hopes of a seamless integration of traditional and digital economies emerge again, with record inflows of capital into crypto to feed this hypothesis.</li></ul>

The second week in a row of good vibes. The crypto market is basking in a period of optimism, fueled by the momentum generated from the influx of numerous ETF filings.Bitcoin and Ethereum, the leading cryptocurrencies, have experienced sustained upward trends in their values.As a result, the vision of an interconnected on-chain, off-chain financial system is rekindled, and the hopes of a seamless integration of traditional and digital economies emerge again, with record inflows of capital into crypto to feed this hypothesis.

CEO, ByteTree Asset Management

ByteTree Asset Management

Specialising in Bitcoin, Gold and Digital Assets

Investment Manager specialising in bitcoin, gold and digital assets

Thematic (Sector/Industry)

<ul><li>It is fair to say that our central bankers are out of practice when it comes to the hiking cycle.</li><li>Traditionally they took away the punchbowl just as the party was getting going.</li><li>This time they didn’t. In response to the pandemic, they printed money like never before in history, doubling their balance sheet in the process to a trillion pounds.</li></ul>

It is fair to say that our central bankers are out of practice when it comes to the hiking cycle.Traditionally they took away the punchbowl just as the party was getting going.This time they didn’t. In response to the pandemic, they printed money like never before in history, doubling their balance sheet in the process to a trillion pounds.

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.

<ul><li>Bitcoin briefly hit yearly highs over the weekend and is up 15% week-on-week.</li><li>What's driving this rapid surge in prices?</li><li>While news of a Blackrock ETF filing is certainly a bullish catalyst, let’s see what the data says. </li></ul>

Bitcoin briefly hit yearly highs over the weekend and is up 15% week-on-week.What's driving this rapid surge in prices?While news of a Blackrock ETF filing is certainly a bullish catalyst, let’s see what the data says. 

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>BlackRock is feeding Bitcoin animal spirits. The last time the SEC rejected a product offering from the ‘inventor’ of iShares was in 2014. BlackRock has a success ratio of 99.8%.</li>
<li>The SEC's main objection to approving a physical Bitcoin ETF has always been 'price manipulation.' Hence, BlackRock has entered a ‘surveillance-sharing’ agreement with Nasdaq</li>
<li>We updated our Bitcoin as a gold-like insurance premium scenario analysis to provide estimates about Bitcoin's future price.</li>
</ul>


BlackRock is feeding Bitcoin animal spirits. The last time the SEC rejected a product offering from the ‘inventor’ of iShares was in 2014. BlackRock has a success ratio of 99.8%.
The SEC's main objection to approving a physical Bitcoin ETF has always been 'price manipulation.' Hence, BlackRock has entered a ‘surveillance-sharing’ agreement with Nasdaq
We updated our Bitcoin as a gold-like insurance premium scenario analysis to provide estimates about Bitcoin's future price.


<ul>
<li>That Bank of England had to increase the pace of interest rate hikes so late in the tightening cycle is incontrovertible evidence that the central bank remains behind the curve. </li>
<li>Based on the historical relationship between consumer and producer prices, with a PPI of 1.0%, German headline inflation should be just below 2%</li>
<li>The NASDAQ Index and the US interest rates are diverging rapidly. This is not what is supposed to happen in a discounted cash flow model for growth stocks.</li>
</ul>


That Bank of England had to increase the pace of interest rate hikes so late in the tightening cycle is incontrovertible evidence that the central bank remains behind the curve. 
Based on the historical relationship between consumer and producer prices, with a PPI of 1.0%, German headline inflation should be just below 2%
The NASDAQ Index and the US interest rates are diverging rapidly. This is not what is supposed to happen in a discounted cash flow model for growth stocks.


The Weekly Market Monitor – Another Hawkish Twist

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)

#70 Superpowered superchains

The second week in a row of good vibes. The crypto market is basking in a period of optimism, fueled by the momentum generated from the influx of...

Carbono Insights

What Do High Rates Mean for Equites?

This time they didn’t. In response to the pandemic, they printed money like never before in history, doubling their balance sheet in the process to...

ByteTree Asset Management

What's Driving Bitcoin's Rally?

Bitcoin briefly hit yearly highs over the weekend and is up 15% week-on-week. What's driving this rapid surge in prices?

Kaiko

Everybody Wants Bitcoin!

The race for a US physical Bitcoin ETF is on now that BlackRock has filed with the SEC. Yet, the SEC's main objection to approval, the risk of...

Jeroen Blokland

The Weekly Market Monitor – Another Hawkish Twist

The Bank of England confirms central banks and more monetary tightening is coming. Will investors shy away from (very) expensive equities and look...

Jeroen Blokland

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