Crypto

In today’s briefing:

Crypto Moves #46 – Better Bull Than Bear

Crypto Moves #46 – Better Bull Than Bear

For weeks, we have been anticipating October with optimism, given multiple positive factors for the crypto market.
Among these is the conclusion of the U.S. Dollar liquidity squeeze in September, which we expect to be followed by increasing liquidity from this month onward.
In Monday’s edition of Crypto Crisp, we outlined additional reasons for our bullish outlook on crypto throughout the fourth quarter.

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Oct 03

Daily Brief Crypto: Market Musings – Reawakening The Animal Spirits and more

In today’s briefing:

Market Musings – Reawakening The Animal Spirits

Market Musings – Reawakening The Animal Spirits

The report from Delphi Digital discusses significant macroeconomic changes, including the Federal Reserve’s move to lower interest rates and China’s liquidity injections, creating a positive environment for risk assets such as cryptocurrencies.
In the crypto markets, there is growing optimism as BTC shows signs of a trend reversal and altcoins stage rallies.
ETF inflows, particularly in BTC, are increasing after a slow summer.

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Oct 02

Daily Brief Crypto: Crypto Crisp: Up Is Soon The Only Way and more

In today’s briefing:

Crypto Crisp: Up Is Soon The Only Way
Reawakening The Animal Spirits

Crypto Crisp: Up Is Soon The Only Way

We have emphasized multiple times that we have been eagerly anticipating the fourth quarter of this year, driven by numerous factors that make us extremely bullish.
With September’s liquidity squeeze now behind us, we expect U.S. Dollar liquidity to rise significantly through the remainder of the year.
Additionally, there are several other strong tailwinds: robust seasonal trends, Chinese stimulus measures, the post-fourth Bitcoin halving phase—which historically delivers substantial returns—the possibility of positive focus on crypto during the U.S. presidential election, and a market that tends to thrive in a low-interest-rate environment, many of the reasons for which were discussed in Crypto Moves #42.

Reawakening The Animal Spirits

Global liquidity trifecta: US, China, and Japan’s policy shifts hint at a bullish environment for risk assets, including crypto.
BTC’s trend reversal? Early signs of a market shift suggest a potential breakout as investor sentiment changes.
Solana ecosystem is gaining momentum—real-world applications and a booming DeFi landscape are setting the stage for a strong 2024.

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Sep 28

Daily Brief Crypto: Crypto Moves #45 – Crypto’s Future in the 2024 U.S. Election and more

In today’s briefing:

Crypto Moves #45 – Crypto’s Future in the 2024 U.S. Election

Crypto Moves #45 – Crypto’s Future in the 2024 U.S. Election

The 2024 U.S. Presidential election is fast approaching, set for November 5.
On this day, voters will choose whether to elect current Vice President Kamala Harris, a Democrat, for her first full term, or return Republican Donald Trump to the White House.
In Crypto Moves #28, we highlighted how this year’s presidential election is more centered on the crypto industry than ever before.

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Sep 25

Daily Brief Crypto: Crypto Crisp: The Final Liquidity Crunch and more

In today’s briefing:

Crypto Crisp: The Final Liquidity Crunch, Then Up Only

Crypto Crisp: The Final Liquidity Crunch, Then Up Only

Following the U.S. Federal Reserve’s decision last Wednesday to lower the dollar interest rate by 50 basis points, the crypto market has responded positively.
Bitcoin has climbed 5.56%, while Ethereum has surged 15.25%.
The market conditions are increasingly aligning for a major upward move.

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Sep 21

Daily Brief Crypto: Crypto Moves #44 – Ethereum Will Shine Again and more

In today’s briefing:

Crypto Moves #44 – Ethereum Will Shine Again

Crypto Moves #44 – Ethereum Will Shine Again

Since the Ethereum merge on September 15, 2022, Ethereum has dropped 48% compared to Bitcoin.
This Sunday marked the two-year anniversary of the Ethereum merge, during which it switched from Proof-of-Work to Proof-of-Stake.
As part of this transition, Ethereum’s issuance of new Ether was sharply reduced from 4% to less than 1% annually.

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Sep 19

Daily Brief Crypto: Transaction Ordering Policies & Value Accrual in L2s: Timeboost and more

In today’s briefing:

Transaction Ordering Policies & Value Accrual in L2s: Timeboost, OP PGA, Fastlane, and OEV Network
ZetaChain: The Path Forward for Universal Apps

Transaction Ordering Policies & Value Accrual in L2s: Timeboost, OP PGA, Fastlane, and OEV Network

This report discusses the recent focus on transaction ordering policies and value accrual mechanisms in Layer 2 (L2) networks like Arbitrum, Optimism, and Polygon.
MEV extraction across L2 networks has become significant, with over $3.9 billion in atomic arbitrage and $400 million in sandwich attacks occurring on major L2 platforms.
The focus on value accrual highlights how different networks design transaction ordering mechanisms to balance user experience, efficiency, and the fair capture of MEV.

ZetaChain: The Path Forward for Universal Apps

ZetaChain simplifies Web3 by making blockchain interactions as easy as Web2, lowering barriers for non-technical users.
It enables omnichain smart contracts, expanding developer capabilities and use cases across multiple blockchains.
ZetaChain enhances DeFi with advanced cross-chain operations and supports non-smart contract chains like Bitcoin, broadening participation in decentralized finance.

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Sep 14

Daily Brief Crypto: Crypto Moves #43 – Trading Crypto on the First U.S. Rate Cut and more

In today’s briefing:

Crypto Moves #43 – Trading Crypto on the First U.S. Rate Cut

Crypto Moves #43 – Trading Crypto on the First U.S. Rate Cut

It is becoming increasingly clear that the first U.S. interest rate cut is just around the corner.
The next Federal Open Market Committee (FOMC) meeting, scheduled for September 18, will determine the Federal Reserve’s (FED) next move on U.S. Dollar interest rates.
The FED has strongly indicated its intent to reduce rates by at least 25 basis points, with a slim possibility of a 50 basis point cut, although this is highly unlikely following the release of a slightly higher-than-expected U.S. Consumer Price Index (CPI) yesterday.

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Sep 12

Daily Brief Crypto: A Tale of Two Markets and more

In today’s briefing:

A Tale of Two Markets

A Tale of Two Markets

TradFi shows resilience, while crypto struggles—BTC is down, and ETH underperforms US Treasuries.
Powell’s Pivot promises hope, but crypto markets await the real demand catalyst for recovery.
Despite market weakness, short-term opportunities exist—learn to navigate price action and volume dynamics.

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Sep 11

Daily Brief Crypto: Crypto Crisp: September and more

In today’s briefing:

Crypto Crisp: September, Please Go Away

Crypto Crisp: September, Please Go Away