Crypto Portfolio: Adding Ethereum Alpha with ETF Launch and Institutional Onchain Adoption
There is no Crypto Moves today. Instead, today’s note marks our first trade for our Crypto Portfolio, along with the rationale behind this...
249 Views
Crypto Moves #34 – The U.S. Ethereum Spot ETFs Are Not Priced In
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...
253 Views
Crypto Moves #29 – What to Expect from the Ethereum Spot ETFs?
Indeed, this has been a remarkable week. In last week’s Crypto Moves #28, we noted that the tight race between President Biden and Trump in the...
275 Views
Investment Thesis Post-Ethereum 2.0 Merge
The bull case for ETH and Lido Finance, and accumulating long-term ETH position through Liquid Staking Derivatives with a discount
398 Views
Yield Comparisons Across ETH Based Protocols
Yields on some Ethereum based protocols look attractive. However, this reflects systematic liquidity concerns among trading crypto firms and could...
366 Views