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.
💡 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
