In today’s briefing:
- Index Rebalance & ETF Flow Recap: HSCEI, HSCI, KRX New Deal, NIFTY50, NEXT50, CNXBANK
- A Comprehensive Analysis of Zetachain (Executive Summary)
- Year Ahead for DeFi 2024 (Executive Summary)
Index Rebalance & ETF Flow Recap: HSCEI, HSCI, KRX New Deal, NIFTY50, NEXT50, CNXBANK
- Posco DX (022100 KS) continues to drop following its section transfer from the KOSDAQ market to the KOSPI market. Short interest in the stock nearly halved in December.
- There were big net inflows to China ETFs with creations in CSI 300 Index ETFs and redemptions in ETFs tracking the CSI 500 Index and CSI 1000 Index.
- Creations continued in the iShares Emerging Markets ex China (EMXC US) ETF with units outstanding reaching a new high.
A Comprehensive Analysis of Zetachain (Executive Summary)
- Zetachain is building a bridge into a smart contract platform in a bid to create a platform for omnichain smart contracts.
- Omnichain smart contracts enable applications to live on multiple chains but still be connected and share liquidity.
- There is opportunity for Zetachain to seize across DeFi, NFTs, and Ordinals. Whether this will happen comes down to strategy execution and ecosystem building.
Year Ahead for DeFi 2024 (Executive Summary)
- EigenLayer emerges as a protocol reshaping the staking paradigm. Going beyond Ethereum’s security, EigenLayer greatly extends the utility of staked ETH.
- UniswapX and other intent based apps will break DEXs out of their growth plateau.
- Scalability advancements through rollapps and UX improvements from next-gen wallets will make DeFi more viable for end users.
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