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

Crypto

<ul><li>2025 is off to a tough start. Our call on boring or scary price action seems to be holding up.</li><li>Bitcoin remains boring and is range-bound between $106k and $91k.</li><li>Altcoins have been scary, with the average sector down 25%+. Sector Performance for Jan 2025.</li></ul>

2025 is off to a tough start. Our call on boring or scary price action seems to be holding up.Bitcoin remains boring and is range-bound between $106k and $91k.Altcoins have been scary, with the average sector down 25%+. Sector Performance for Jan 2025.

The More Things Change, The More They Stay The Same

High Conviction Concentrated Growth Investing, Fallacy Alarm

Fallacy Alarm

High Conviction Concentrated Growth Investing

High conviction concentrated growth investing. Blends single stock, macro and thematic research into powerful long and short ideas. I am convinced that a robust and comprehensive investment process requires macro and micro considerations. And it requires a deep understanding what you are looking for and what you are invested in. Digitization has changed the dynamics both how businesses operate and how investors compete for returns. Ideas can scale much faster and fail much faster than before. The biggest value creation happens before it can be spotted in financial statements. As a result, my approach can be best summarized as high conviction, high concentration growth investing, embedded into a macro framework built on the realization that our current demographic set-up, monetary paradigm and innovation cycle will likely deliver a strong decade for nominal and real returns of productive assets.

<ul><li>Donald Trump’s election and the subsequent bull run to 100k has emboldened Bitcoiners. Many of them are now calling for the US government to build what they call a Strategic Bitcoin Reserve.</li><li>This idea has been floating around for a while. Robert Kennedy Jr. gave it a big boost in July when he promised to make the Treasury buy a quarter of all Bitcoin in circulation was he elected as president.</li><li>Since the election, various crypto celebrities have chimed in and politicians at the state and the federal level have come up with policy proposals to push this agenda.</li></ul>

Donald Trump’s election and the subsequent bull run to 100k has emboldened Bitcoiners. Many of them are now calling for the US government to build what they call a Strategic Bitcoin Reserve.This idea has been floating around for a while. Robert Kennedy Jr. gave it a big boost in July when he promised to make the Treasury buy a quarter of all Bitcoin in circulation was he elected as president.Since the election, various crypto celebrities have chimed in and politicians at the state and the federal level have come up with policy proposals to push this agenda.

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>Market depth is a widely used measure of liquidity, commonly calculated across the order books of cryptocurrency pairs on centralized exchanges (CEXes).</li><li>It provides the amount of bids and asks at varying distances from the mid-price, encompassing a range from -0.1% to 10%.</li><li>This chart shows cumulative ETH-USDT bid and ask volumes at various levels on the ten largest CEXes.</li></ul>

Market depth is a widely used measure of liquidity, commonly calculated across the order books of cryptocurrency pairs on centralized exchanges (CEXes).It provides the amount of bids and asks at varying distances from the mid-price, encompassing a range from -0.1% to 10%.This chart shows cumulative ETH-USDT bid and ask volumes at various levels on the ten largest CEXes.

Comparing Liquidity on Uniswap and Binance

<ul><li>There are many different ways to analyse and understand crypto markets.</li><li>On-chain analysis can be used to both understand a network's fundamental health and provide some unique insights for potential investment opportunities over different time horizons. </li><li>On-chain data in 2022 provided an interesting picture and offered a deeper understanding of the bear market that we sat through and hope for the future. </li></ul>

There are many different ways to analyse and understand crypto markets.On-chain analysis can be used to both understand a network's fundamental health and provide some unique insights for potential investment opportunities over different time horizons. On-chain data in 2022 provided an interesting picture and offered a deeper understanding of the bear market that we sat through and hope for the future. 

<ul style="list-style-type: none;"><li id="98cd" style="list-style-type: disc;" data-selectable-paragraph="">Price Movements: BTC staged a strong comeback early Monday morning, trading above $22k for the first time in 10 days. ETH is up 30% over the last week.</li><li id="e22d" style="list-style-type: disc;" data-selectable-paragraph="">Market Liquidity: BTC-EUR trade volume fell relative to BTC-USD as the Euro reached parity with the Dollar.</li><li id="8027" style="list-style-type: disc;" data-selectable-paragraph="">Derivatives: BTC open interest climbed and funding rates flipped positive as market sentiment improved.</li></ul>

Price Movements: BTC staged a strong comeback early Monday morning, trading above $22k for the first time in 10 days. ETH is up 30% over the last week.Market Liquidity: BTC-EUR trade volume fell relative to BTC-USD as the Euro reached parity with the Dollar.Derivatives: BTC open interest climbed and funding rates flipped positive as market sentiment improved.

Crypto Markets Recover Despite 9.1% Inflation.

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 More Things Change, The More They Stay The Same

2025 is off to a tough start. Our call on boring or scary price action seems to be holding up. Bitcoin remains boring and is range-bound between...

Etherbridge

Strategic Bitcoin Reserve?

Donald Trump’s election and the subsequent bull run to 100k has emboldened Bitcoiners. Many of them are now calling for the US government to build...

Fallacy Alarm

Comparing Liquidity on Uniswap and Binance

Market depth is a widely used measure of liquidity, commonly calculated across the order books of cryptocurrency pairs on centralized exchanges...

Kaiko

2022 On-Chain

On-chain data in 2022 provided an interesting picture and offered a deeper understanding of the bear market that we sat through and hope for the...

Etherbridge

Crypto Markets Recover Despite 9.1% Inflation.

Price Movements: BTC staged a strong comeback early Monday morning, trading above $22k for the first time in 10 days. ETH is up 30% over the last...

Kaiko

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