Category

Crypto

May 22
0

Daily Brief Crypto: Attention Is All You Need and more

By | Crypto, Daily Briefs

In today’s briefing:

  • Attention Is All You Need
  • A Bullish Beat Down For BTC Bears

Attention Is All You Need

By Delphi Digital

  • Meme Coins Reflect Disillusionment: Emerging from distrust in traditional finance, meme coins leverage cultural relevance for adoption.
  • Attention Drives Crypto Value: Memes and narratives shape crypto value, emphasizing the importance of attention.
  • AI Disrupts Attention Economy: AI threatens traditional distribution channels, making crypto a potential solution.

A Bullish Beat Down For BTC Bears

By Delphi Digital

  • ETH ETF Approval Odds Soar: Bloomberg increases ETH spot ETF approval odds from 25% to 75%, shaking up the crypto market.
  • BTC ETF Inflows Rebound: BTC ETF inflows revive, marking the first consecutive positive flow days in over a month, signaling bullish potential.
  • Bullish BTC Momentum: BTC holds above $65K, showing bullish market structure with potential for retesting $71K-$72K amidst improving ETF flows.

💡 Before it’s here, it’s on Smartkarma

Sign Up for Free

The Smartkarma Preview Pass is your entry to the Independent Investment Research Network

  • ✓ Unlimited Research Summaries
  • ✓ Personalised Alerts
  • ✓ Custom Watchlists
  • ✓ Company Data and News
  • ✓ Events & Webinars
Sign Up for Free


May 21
0

Daily Brief Crypto: Crypto Crisp: Crypto vs. Macro and more

By | Crypto, Daily Briefs

In today’s briefing:

  • Crypto Crisp: Crypto vs. Macro

Crypto Crisp: Crypto vs. Macro

By Mads Eberhardt

  • It comes as no surprise that we have been bearish on the crypto market in recent weeks.
  • However, the market seems indifferent to our stance.
  • The softer-than-expected US Consumer Price Index (CPI) report last Wednesday boosted risk-on assets, particularly cryptocurrencies, while the prospect of improved liquidity conditions in the economy is also set to benefit the crypto market.

💡 Before it’s here, it’s on Smartkarma

Sign Up for Free

The Smartkarma Preview Pass is your entry to the Independent Investment Research Network

  • ✓ Unlimited Research Summaries
  • ✓ Personalised Alerts
  • ✓ Custom Watchlists
  • ✓ Company Data and News
  • ✓ Events & Webinars
Sign Up for Free


May 17
0

Daily Brief Crypto: Crypto Moves #28 – U.S. Election Puts Crypto on the Map and more

By | Crypto, Daily Briefs

In today’s briefing:

  • Crypto Moves #28 – U.S. Election Puts Crypto on the Map

Crypto Moves #28 – U.S. Election Puts Crypto on the Map

By Mads Eberhardt

  • Today, we need to address two critical topics, both connected to the U.S. regulatory landscape and, unsurprisingly, to crypto.
  • Firstly, let us discuss the pending decision by the U.S. Securities and Exchange Commission (SEC) regarding an Ethereum spot Exchange-Traded Fund (ETF).
  • The SEC is poised to approve or reject the VanEck Ethereum ETF application by May 23.

💡 Before it’s here, it’s on Smartkarma

Sign Up for Free

The Smartkarma Preview Pass is your entry to the Independent Investment Research Network

  • ✓ Unlimited Research Summaries
  • ✓ Personalised Alerts
  • ✓ Custom Watchlists
  • ✓ Company Data and News
  • ✓ Events & Webinars
Sign Up for Free


May 14
0

Daily Brief Crypto: Crypto Crisp: Your Move and more

By | Crypto, Daily Briefs

In today’s briefing:

  • Crypto Crisp: Your Move, Gary Gensler

Crypto Crisp: Your Move, Gary Gensler

By Mads Eberhardt

  • We have entered the week before the U.S. Securities and Exchange Commission (SEC) must decide on VanEck’s Ethereum spot ETF application, with a decision due next Thursday, May 23.
  • It is expected that the outcome for this application will set a precedent for all the other Ethereum ETF applications.
  • This issue of Crypto Crisp focuses extensively on the Ethereum spot ETF.

💡 Before it’s here, it’s on Smartkarma

Sign Up for Free

The Smartkarma Preview Pass is your entry to the Independent Investment Research Network

  • ✓ Unlimited Research Summaries
  • ✓ Personalised Alerts
  • ✓ Custom Watchlists
  • ✓ Company Data and News
  • ✓ Events & Webinars
Sign Up for Free


May 10
0

Daily Brief Crypto: Crypto Moves #27 – Rollups Leave Ethereum in the Dust and more

By | Crypto, Daily Briefs

In today’s briefing:

  • Crypto Moves #27 – Rollups Leave Ethereum in the Dust

Crypto Moves #27 – Rollups Leave Ethereum in the Dust

By Mads Eberhardt

  • On March 13, nearly two months ago, Ethereum implemented its most significant upgrade in the past 20 months, marking a notable development since the Ethereum Merge on September 15, 2022.
  • Known as Dencun or Cancun-Deneb, this upgrade introduced the highly anticipated Proto-Danksharding feature, designed to significantly improve the scalability of Ethereum’s Layer 2 solutions, also known as rollups.
  • This enhancement has allowed rollups to drastically reduce transaction costs by approximately five to 10 times, while also stabilizing their cost fluctuations.

💡 Before it’s here, it’s on Smartkarma

Sign Up for Free

The Smartkarma Preview Pass is your entry to the Independent Investment Research Network

  • ✓ Unlimited Research Summaries
  • ✓ Personalised Alerts
  • ✓ Custom Watchlists
  • ✓ Company Data and News
  • ✓ Events & Webinars
Sign Up for Free


May 08
0

Daily Brief Crypto: Bitcoin Battles ETF Outflows and more

By | Crypto, Daily Briefs

In today’s briefing:

  • Bitcoin Battles ETF Outflows

Bitcoin Battles ETF Outflows

By Delphi Digital

  • BTC Spot ETFs Unlock Institutional Capital: Explore the impact of Bitcoin Spot ETFs, opening doors to institutional investment.
  • Market Insights Drive BTC Performance: Understand BTC’s resilience and trajectory through market dynamics and performance analysis.
  • Token Unlocks Shape Market Dynamics: Stay ahead of market shifts by monitoring upcoming token unlocks.

💡 Before it’s here, it’s on Smartkarma

Sign Up for Free

The Smartkarma Preview Pass is your entry to the Independent Investment Research Network

  • ✓ Unlimited Research Summaries
  • ✓ Personalised Alerts
  • ✓ Custom Watchlists
  • ✓ Company Data and News
  • ✓ Events & Webinars
Sign Up for Free


May 07
0

Daily Brief Crypto: Crypto Crisp: Is That All and more

By | Crypto, Daily Briefs

In today’s briefing:

  • Crypto Crisp: Is That All, Hong Kong?

Crypto Crisp: Is That All, Hong Kong?

By Mads Eberhardt

  • Unfortunately, it is not only Monday, but we have also found ourselves on the wrong side of the crypto market over the weekend.
  • In Thursday’s Crypto Moves #26, we expressed a bearish outlook on the market for the short term.
  • Contrary to our expectations, the overall industry did not adhere to our forecast.

💡 Before it’s here, it’s on Smartkarma

Sign Up for Free

The Smartkarma Preview Pass is your entry to the Independent Investment Research Network

  • ✓ Unlimited Research Summaries
  • ✓ Personalised Alerts
  • ✓ Custom Watchlists
  • ✓ Company Data and News
  • ✓ Events & Webinars
Sign Up for Free


May 03
0

Daily Brief Crypto: Crypto Moves #26 – What Goes Up Must Come Down and more

By | Crypto, Daily Briefs

In today’s briefing:

  • Crypto Moves #26 – What Goes Up Must Come Down

Crypto Moves #26 – What Goes Up Must Come Down

By Mads Eberhardt

  • The crypto market has experienced a second-to-none year so far.
  • Now, as summer begins, it may be a good time to unwind with a Gin & Tonic and enjoy the sunshine, given that the crypto market is unlikely to offer much excitement in the near future.
  • According to the latest issue of ‘Crypto Crisp‘ published on Monday, we have adopted a bearish outlook for the short-term prospects of the crypto market.

💡 Before it’s here, it’s on Smartkarma

Sign Up for Free

The Smartkarma Preview Pass is your entry to the Independent Investment Research Network

  • ✓ Unlimited Research Summaries
  • ✓ Personalised Alerts
  • ✓ Custom Watchlists
  • ✓ Company Data and News
  • ✓ Events & Webinars
Sign Up for Free


Apr 30
0

Daily Brief Crypto: Crypto Crisp: Stripe Returns to Crypto and more

By | Crypto, Daily Briefs

In today’s briefing:

  • Crypto Crisp: Stripe Returns to Crypto

Crypto Crisp: Stripe Returns to Crypto

By Mads Eberhardt

  • It is no surprise that we have maintained a bullish stance in crypto over the past month, given the uptick in US dollar liquidity and the easing tensions between Israel and Iran.
  • Despite these factors, the market adopted a predominantly pessimistic view, highlighted by a negative futures funding rate.
  • This suggested to us that the market was misaligned with the outside environment.

💡 Before it’s here, it’s on Smartkarma

Sign Up for Free

The Smartkarma Preview Pass is your entry to the Independent Investment Research Network

  • ✓ Unlimited Research Summaries
  • ✓ Personalised Alerts
  • ✓ Custom Watchlists
  • ✓ Company Data and News
  • ✓ Events & Webinars
Sign Up for Free


Apr 27
0

Daily Brief Crypto: Crypto Moves #25 – Ethereum Restaking: Potential is Not Risk-Free and more

By | Crypto, Daily Briefs

In today’s briefing:

  • Crypto Moves #25 – Ethereum Restaking: Potential is Not Risk-Free

Crypto Moves #25 – Ethereum Restaking: Potential is Not Risk-Free

By Mads Eberhardt

  • Every day, 32.5 million Ether, valued at more than $100 billion, are used as collateral to verify transactions, propose blocks, and protect the Ethereum blockchain from external attacks by acting as validators.
  • These Ethereum validators consequently hold substantial influence over the network.
  • To manage this influence wielded by Ethereum stakers, the network has the capability to slash validators.

💡 Before it’s here, it’s on Smartkarma

Sign Up for Free

The Smartkarma Preview Pass is your entry to the Independent Investment Research Network

  • ✓ Unlimited Research Summaries
  • ✓ Personalised Alerts
  • ✓ Custom Watchlists
  • ✓ Company Data and News
  • ✓ Events & Webinars
Sign Up for Free