Crypto Investing and Decentralized Finance, Coinstack

Coinstack

Crypto Investing and Decentralized Finance

Coinstack is published weekly by Ryan Allis. He was previously CEO and Co-founder of iContact and led the company from 300 employees, 70,000 customers, and $50M in annual sales and an exit for $169M. Ryan was an angel investor in SpaceX, LendingClub, Change.org, Kuli Kuli, and Catalant. Today, Ryan advises companies and governments on blockchain-related projects and is the Chairman of Hive.org, a global community of 3,500 purpose-driven leaders from 130 countries making a positive impact in the world. Ryan holds an MBA from Harvard Business School where he was Co-President of the Harvard Social Enterprise Club and a fellow of the Harvard Graduate School Leadership Institute.

Crypto

<ul><li>Three Arrows Capital Liquidation Ordered By Court - A court in the British Virgin Islands (BVI) has appointed financial advisory firm Teneo to handle the liquidation of troubled crypto hedge fund Three Arrows Capital (3AC).</li><li>Celsius Clashes With Own Lawyers Over Chapter 11 Bankruptcy - Celsius, dogged by a liquidity crisis for weeks, has been resisting guidance from its own lawyers to file for Chapter 11 bankruptcy.</li><li>Harmony's $100M Hack From Compromised Multi-Sig Scheme - On June 23 the Harmony development team announced that $100 million was siphoned from the Horizon bridge.</li></ul>

Three Arrows Capital Liquidation Ordered By Court - A court in the British Virgin Islands (BVI) has appointed financial advisory firm Teneo to handle the liquidation of troubled crypto hedge fund Three Arrows Capital (3AC).Celsius Clashes With Own Lawyers Over Chapter 11 Bankruptcy - Celsius, dogged by a liquidity crisis for weeks, has been resisting guidance from its own lawyers to file for Chapter 11 bankruptcy.Harmony's $100M Hack From Compromised Multi-Sig Scheme - On June 23 the Harmony development team announced that $100 million was siphoned from the Horizon bridge.

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>As our journey into Decentralised Finance (DeFi) protocols continues, we will look at the more exotic type of financial instruments available.</li><li>Over the past few weeks, we have covered many of the primary functions available, including exchanging with Uniswap, earning with Aave, yearn.finance and MakerDAO, staking with Lido and trading perpetual contracts with dYdX.</li><li>Last week we covered how one could trade option contracts with Hegic; these were very basic and consisted of buying put and call options.</li></ul>

As our journey into Decentralised Finance (DeFi) protocols continues, we will look at the more exotic type of financial instruments available.Over the past few weeks, we have covered many of the primary functions available, including exchanging with Uniswap, earning with Aave, yearn.finance and MakerDAO, staking with Lido and trading perpetual contracts with dYdX.Last week we covered how one could trade option contracts with Hegic; these were very basic and consisted of buying put and call options.

Macroeconomic and Investing, The Macro Compass

Alfonso Peccatiello (Alf)

Macroeconomic and Investing

The Macro Compass

Actionable investment ideas and unique global macro insights. From the desk of a former Head of $20 bn Investment Portfolio straight to your inbox.

Actionable Investment Ideas

Macroeconomics

<ul><li>Investing is all about probabilities: all you need to do is assess the chances markets are assigning to different scenarios today and anticipate how this probability distribution will move over time.</li><li>In other words, you don’t need to be necessarily right on what happens next but just be able to grasp how market consensus will move from here.</li><li>Ignoring this simple principle has been a very expensive exercise for European fixed income investors over the last few weeks: the-ECB-will-never-really-hike mantra is melting under the eyes of bond investors married to a dovish narrative which has been successful for a decade but offers a very bad risk-reward today.</li></ul>

Investing is all about probabilities: all you need to do is assess the chances markets are assigning to different scenarios today and anticipate how this probability distribution will move over time.In other words, you don’t need to be necessarily right on what happens next but just be able to grasp how market consensus will move from here.Ignoring this simple principle has been a very expensive exercise for European fixed income investors over the last few weeks: the-ECB-will-never-really-hike mantra is melting under the eyes of bond investors married to a dovish narrative which has been successful for a decade but offers a very bad risk-reward today.

The Biggest Macro Risk You Might Be Ignoring

<ul>
<li>Peer is building their social network on top of their own high throughput blockchain that is designed to be even faster than Solana and Avalanche.</li>
<li>The utility token driving the ecosystem and rewarding creators will be called the Peer Metaverse Coin, or PMC, which is expected to launch later this month in June 2022.</li>
<li>Peer has raised $14M to date and is led by CEO Tony Tran, COO Heath Abbate, and Chief Design Officer Kyle Hay.</li>
</ul>


Peer is building their social network on top of their own high throughput blockchain that is designed to be even faster than Solana and Avalanche.
The utility token driving the ecosystem and rewarding creators will be called the Peer Metaverse Coin, or PMC, which is expected to launch later this month in June 2022.
Peer has raised $14M to date and is led by CEO Tony Tran, COO Heath Abbate, and Chief Design Officer Kyle Hay.


SPAC Deep Dive, subSPAC

subSPAC

SPAC Deep Dive

Each week we’ll identify and break down for you SPACs that are capturing market share and making an impact.

Thematic (Sector/Industry)

<ul><li>With cryptocurrency prices skyrocketing over 10x since 2020, a host of mining companies, including PrimeBlock, Core Scientific, BitFuFu, Bitdeer, Griid, and Cipher Mining, have either announced or made their public market debuts through SPAC mergers.</li><li>Surging crypto prices, combined with a shortage of ASIC miners (cryptocurrency mining equipment), meant that investors chose to pursue publicly traded mining stocks as an alternative to pursuing the profitable opportunity.</li><li>However, several factors could dampen the interest in crypto mining companies going forward, including fears of extended crypto winter, heightened regulatory scrutiny regarding mining practices, and deteriorating sales &amp; margins.</li></ul>

With cryptocurrency prices skyrocketing over 10x since 2020, a host of mining companies, including PrimeBlock, Core Scientific, BitFuFu, Bitdeer, Griid, and Cipher Mining, have either announced or made their public market debuts through SPAC mergers.Surging crypto prices, combined with a shortage of ASIC miners (cryptocurrency mining equipment), meant that investors chose to pursue publicly traded mining stocks as an alternative to pursuing the profitable opportunity.However, several factors could dampen the interest in crypto mining companies going forward, including fears of extended crypto winter, heightened regulatory scrutiny regarding mining practices, and deteriorating sales &amp; margins.

United States

Bitcoin Pro is a powerful trading system based on artificial intelligence (AI) technologies. The robot trades bitcoin volatility by betting on BTC prices relative to other currencies.

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Bitcoin Pro (BTCP CURNCY)

Containing Contagion

3AC Liquidation Ordered, Celsius Lawyers Advising Bankruptcy, Harmony Suffers $100M Hack, CoinFlex With $47M Distressed Debt

Coinstack

Ribbon Finance

As our journey into Decentralised Finance (DeFi) protocols continues, we will look at the more exotic type of financial instruments...

Etherbridge

The Biggest Macro Risk You Might Be Ignoring

Investing is all about probabilities: all you need to do is assess the chances markets are assigning to different scenarios today and anticipate...

Alfonso Peccatiello (Alf)

Digital Gold Rush

The current environment parallels that of the bear market seen in digital assets in 2018. The Global Cryptocurrency Market Cap has fallen from...

subSPAC

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

Containing Contagion

3AC Liquidation Ordered, Celsius Lawyers Advising Bankruptcy, Harmony Suffers $100M Hack, CoinFlex With $47M Distressed Debt

Coinstack

Ribbon Finance

As our journey into Decentralised Finance (DeFi) protocols continues, we will look at the more exotic type of financial instruments...

Etherbridge

The Biggest Macro Risk You Might Be Ignoring

Investing is all about probabilities: all you need to do is assess the chances markets are assigning to different scenarios today and anticipate...

Alfonso Peccatiello (Alf)

Peer - The Web3 Social Network

Peer is building their social network on top of their own high throughput blockchain that is designed to be even faster than Solana and Avalanche.

Coinstack

Digital Gold Rush

The current environment parallels that of the bear market seen in digital assets in 2018. The Global Cryptocurrency Market Cap has fallen from...

subSPAC