Category

Crypto

Jul 02
0

Daily Brief Crypto: Crypto Crisp: A Trump Win Is A Win For Crypto and more

By | Crypto, Daily Briefs

In today’s briefing:

  • Crypto Crisp: A Trump Win Is A Win For Crypto

Crypto Crisp: A Trump Win Is A Win For Crypto

By Mads Eberhardt

  • As we step into July, anticipation surrounds the distribution of 141,686 bitcoins from the defunct Mt. Gox exchange to its creditors, most of whom are former clients.
  • Despite the looming release of these bitcoins, which have been locked away for over a decade, the crypto market saw an uptick over the weekend.
  • This rise occurred even after the German government transferred an additional $94 million worth of bitcoins to exchanges this morning.

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Jun 28
0

Daily Brief Crypto: Crypto Moves #34 – The U.S. Ethereum Spot ETFs Are Not Priced In and more

By | Crypto, Daily Briefs

In today’s briefing:

  • Crypto Moves #34 – The U.S. Ethereum Spot ETFs Are Not Priced In

Crypto Moves #34 – The U.S. Ethereum Spot ETFs Are Not Priced In

By Mads Eberhardt

  • 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 have not yet launched because the SEC still needs to approve the necessary S-1 filings, in addition to the already approved 19b-4 filings from May 23.
  • This final approval is largely a formality, suggesting that a launch is imminent.

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Jun 26
0

Daily Brief Crypto: Strong Summer Start Turns Sour and more

By | Crypto, Daily Briefs

In today’s briefing:

  • Strong Summer Start Turns Sour

Strong Summer Start Turns Sour

By Delphi Digital

  • BTC fights to hold multi-month range lows amidst aggressive liquidations and market volatility.
  • Altcoin market faces significant losses, with some sectors down 30%+ from yearly highs.
  • Upcoming ETH spot ETF launch offers potential bullish catalyst despite current market weakness.

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Jun 25
0

Daily Brief Crypto: Liquidity Headwinds Play Catch Up and more

By | Crypto, Daily Briefs

In today’s briefing:

  • Liquidity Headwinds Play Catch Up
  • Crypto Crisp: There it was, the height of Mt. Gox fear

Liquidity Headwinds Play Catch Up

By Delphi Digital

  • BTC faces headwinds as global liquidity contracts, impacting recent price action.
  • Spot BTC ETFs initially fueled highs, but inflows and volumes are now declining.
  • Crypto markets need a major catalyst to counteract waning liquidity support.

Crypto Crisp: There it was, the height of Mt. Gox fear

By Mads Eberhardt

  • It was only a matter of time. Today, Mt. Gox confirmed that it will begin distributing its Bitcoin and Bitcoin Cash holdings to creditors, primarily former clients, starting in July.
  • The announcement did not specify the exact date or the timeline for the repayments.
  • The crypto market reacted poorly to this news, with Bitcoin dropping nearly 4% since the announcement this morning.

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Jun 22
0

Daily Brief Crypto: Crypto Moves #33 – Dazzling Positivity on the Horizon and more

By | Crypto, Daily Briefs

In today’s briefing:

  • Crypto Moves #33 – Dazzling Positivity on the Horizon

Crypto Moves #33 – Dazzling Positivity on the Horizon

By Mads Eberhardt

  • Today’s edition of Crypto Moves builds on this week’s Crypto Crisp, where we advocated a bullish outlook on the crypto market.
  • I have examined all of our charts to find every reason to maintain a long position in the current crypto market. Let us dive in.
  • From this week onwards, we anticipate a significant increase in liquidity over the next few months. This liquidity forecast model has been highly accurate in recent months.

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Jun 18
0

Daily Brief Crypto: Crypto Crisp: Imminent Surge in Liquidity and more

By | Crypto, Daily Briefs

In today’s briefing:

  • Crypto Crisp: Imminent Surge in Liquidity

Crypto Crisp: Imminent Surge in Liquidity

By Mads Eberhardt

  • Last Wednesday, the U.S. Consumer Price Index (CPI) for May was released, showing soft inflation.
  • However, during the U.S. Federal Reserve’s (FED) subsequent FOMC meeting on the same day, the Fed was more hawkish than expected, indicating only a 25 basis points interest rate cut this year.
  • This led to declines across the crypto market.

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Jun 14
0

Daily Brief Crypto: Crypto Moves #32 – Exploring the U.S.-based Bitcoin ETFs Basis Trade and more

By | Crypto, Daily Briefs

In today’s briefing:

  • Crypto Moves #32 – Exploring the U.S.-based Bitcoin ETFs Basis Trade

Crypto Moves #32 – Exploring the U.S.-based Bitcoin ETFs Basis Trade

By Mads Eberhardt

  • On Monday’s Crypto Crisp, we briefly discussed the Bitcoin basis trade, a strategy in futures markets that exploits the difference between an asset’s spot price and its futures price, known as the ‘basis.’
  • Since this strategy involves taking both long and short positions of similar size, it is considered market-neutral, meaning it does not by default impact the asset’s price.
  • Given its market-neutral nature, one might wonder why the Bitcoin basis trade is worth discussing.

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Jun 12
0

Daily Brief Crypto: ETF Flows Shine As BTC Flirts With Range Highs and more

By | Crypto, Daily Briefs

In today’s briefing:

  • ETF Flows Shine As BTC Flirts With Range Highs

ETF Flows Shine As BTC Flirts With Range Highs

By Delphi Digital

  • BTC Spot ETFs see record inflows, signaling strong market interest despite flat prices.
  • Market structure remains bullish as BTC consolidates near all-time highs, indicating potential breakout.
  • Altcoins suffer double-digit drawdowns amid BTC’s resilience, highlighting market dispersion.

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Jun 11
0

Daily Brief Crypto: Crypto Crisp: How Much of the Bitcoin ETF Inflow Comes from Basis Trading? and more

By | Crypto, Daily Briefs

In today’s briefing:

  • Crypto Crisp: How Much of the Bitcoin ETF Inflow Comes from Basis Trading?

Crypto Crisp: How Much of the Bitcoin ETF Inflow Comes from Basis Trading?

By Mads Eberhardt

  • Here is to another week in crypto, following an exceptionally strong performance for U.S.-based Bitcoin spot ETFs last week.
  • Over the five trading sessions, these Bitcoin spot ETFs saw total net inflows of $1.829 billion.
  • Last Tuesday was particularly notable, with the ETFs experiencing their second-best day since their launch on January 11, bringing in a net inflow of $887 million.

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Jun 08
0

Daily Brief Crypto: Crypto Moves #31 – Do Not Fear Mt. Gox Repayments and more

By | Crypto, Daily Briefs

In today’s briefing:

  • Crypto Moves #31 – Do Not Fear Mt. Gox Repayments

Crypto Moves #31 – Do Not Fear Mt. Gox Repayments

By Mads Eberhardt

  • It should come as no surprise that 2022 was rife with contagion in the crypto industry.
  • Numerous crypto companies went bankrupt, many due to fraud.
  • Now, the majority of these bankruptcy cases are nearing their conclusion, and some have already been completed, allowing creditors – primarily clients with assets stuck in these firms – to receive the remaining assets.

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