Crypto

In today’s briefing:

The Bulls Strike Back

The Bulls Strike Back

BTC reclaims multi-month range lows, hinting at potential bullish momentum despite recent sell pressure.
Spot ETF inflows surge, showing resilience even as BTC faced significant market cap erosion.
ETH spot ETF launch set for July 23, could spark renewed market interest and opportunities.

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Jul 16

Daily Brief Crypto: Crypto Crisp: No Fear and more

In today’s briefing:

Crypto Crisp: No Fear, Prices Soar

Crypto Crisp: No Fear, Prices Soar

The crypto market has recently diverged not only from the rapidly improving liquidity conditions in the broader economy but also from various positive crypto-specific factors such as declining exchange balances, regulatory clarity, reduced Bitcoin miners’ reserves, the historically positive post-Halving period, and the imminent launch of Ethereum spot ETFs.
This decoupling has been driven by the German government selling nearly 50,000 bitcoins over the past few weeks, most of which were sold last week, along with the start of repayments to Mt. Gox creditors.
The substantial rebound in crypto assets this weekend, as the German Bitcoin selling ended on Friday, highlights that the tumbling prices in recent weeks were merely due to the German government, Mt. Gox, and, not least, the unjustified fear of substantial selling pressure, as we argued in last week’s Crypto Crisp titled ‘Buy the Dip’.

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Jul 13

Daily Brief Crypto: Crypto Portfolio: Adding Ethereum Alpha with ETF Launch and Institutional Onchain Adoption and more

In today’s briefing:

Crypto Portfolio: Adding Ethereum Alpha with ETF Launch and Institutional Onchain Adoption
The Dark Night Rises – Part 1

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 decision.
This trade aims to indirectly benefit from the imminent launch of U.S.-based Ethereum ETFs, without directly increasing our Ethereum exposure.

The Dark Night Rises – Part 1

Navigating a challenging macro environment with conflicting signals on Fed policy and inflation risks.
Global liquidity contractions impact BTC, but future easing could spark a market revival.
Crypto markets face headwinds, yet long-term growth potential and institutional adoption remain strong.

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Jul 10

Daily Brief Crypto: Crypto Crisp: Buy the Dip and more

In today’s briefing:

Crypto Crisp: Buy the Dip
A Bad Break For Bulls… What’s Next?

Crypto Crisp: Buy the Dip

Before we dive into this Monday’s edition of Crypto Crisp, we want to announce a format change.
Starting today, the ‘Charting Crypto’ section will only feature the most intriguing charts we have discovered over the past week.
Instead of showcasing four to five recurring charts that may not always be interesting, we will focus solely on the most noteworthy ones.

A Bad Break For Bulls… What’s Next?

BTC hits multi-month range lows amid heavy liquidations and bearish market structure.
Altcoins experience significant losses, with many sectors down 20%-50% in recent weeks.
ETH and SOL spot ETFs signal growing institutional interest despite current market struggles.

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Jul 05

Daily Brief Crypto: Crypto Moves #35 – Keep Altcoins at an Arm’s Length From Your Portfolio and more

In today’s briefing:

Crypto Moves #35 – Keep Altcoins at an Arm’s Length From Your Portfolio

Crypto Moves #35 – Keep Altcoins at an Arm’s Length From Your Portfolio

On March 7 of this year, we dedicated an entire edition of Crypto Moves to discussing our belief that this crypto bull market is the least speculative one yet.
This edition, Crypto Moves #18, was aptly named: “The Least Speculative Bull Market,” and included the following summary:“The crypto market is getting less speculative by the minute.
There is no need to chase the next big thing by risking funds on obscure altcoins or memecoins.

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Jul 02

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

In today’s briefing:

Crypto Crisp: A Trump Win Is A Win For Crypto

Crypto Crisp: A Trump Win Is A Win For Crypto

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

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

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

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

Daily Brief Crypto: Strong Summer Start Turns Sour and more

In today’s briefing:

Strong Summer Start Turns Sour

Strong Summer Start Turns Sour

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

Daily Brief Crypto: Liquidity Headwinds Play Catch Up and more

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

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

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

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

In today’s briefing:

Crypto Moves #33 – Dazzling Positivity on the Horizon

Crypto Moves #33 – Dazzling Positivity on the Horizon