Nyheter om Cryptoassets
Let us introduce you to 21share’s newest flex: the 21shares Flexible Crypto Index ETP (ticker: FLEX).
FLEX takes the power of index investing and applies it to cryptoassets, offering diversified exposure, reduced conc…
Dogecoin has outperformed other major cryptoassets over the past decade, while also exhibiting a low correlation to crypto and traditional assets. This creates a compelling argument for a portfolio allocation. We tested…
21Shares are excited to announce that they have added staking to 21Shares Ethereum Core ETP (ETHC) which will now be renamed the 21Shares Ethereum Core Staking ETP.
With the introduction of staking and the low Total E…
A historic moment: the world’s first presidential race to have a unanimous recognition of the crypto industry. After years of regulatory headwinds and restrictions that isolated crypto service providers from traditional…
Stablecoins have swiftly become the backbone of the crypto world, driving 50% of all on-chain activity. Bridging the gap between volatile cryptoassets and fiat, they provide stability and a trusted medium for transaction…
• A more aggressive rate cut would likely alarm markets, signaling recession risks.
• Crypto regulation is advancing, with U.S.
• August was not a great month. Although all eyes are on September rate cuts, we’ll probably see more positive flows in October.
• A rate cut generally bodes well for risk-on assets like crypto, although some factors…
• Last week, cryptoassets were supported by clear signals for a pivot in Fed monetary policy following dovish remarks by Fed chairman Powell at the recent central bank symposium in Jackson Hole.
• Our in-house “Crypto…
• Cryptoassets were mired in consolidation mode as some mixed news negatively influenced market sentiment.
• Our in-house “Cryptoasset Sentiment Index” signals a bearish sentiment at the moment.
• The latest develo…
• Cryptoassets were weighed down by increasing US macro risks and a disappointing debut of the Ethereum spot ETFs. However, there was significant performance dispersion across cryptoassets as Bitcoin was buoyed by major…
• Global crypto asset adoption rates are significantly higher than previously estimated.
• The data generally suggest that both the US and Europe may be at the cusp of mass retail adoption – a situation often referred…
• Bitcoin has shown above-average returns following major geopolitical risk events in the past.
• Our findings support previous analyses that support the thesis that cryptoassets may act as a hedge against geopolitica…
• Last week, cryptoassets decoupled from traditional financial assets such as equities on account of the global IT infrastructure outage caused by the faulty CrowdStrike software update.
• Our in-house “Cryptoasset Se…
• Last week, cryptoassets outperformed significantly on account of increasing evidence of seller exhaustion and favourable tailwinds from US monetary policy and US political developments.
• Our in-house “Cryptoasset S…
This week, all eyes are on the upcoming CPI and PPI data, crucial for gauging US inflation trends. A higher-than-expected reading would signal persistent inflation, likely leading the U.S.
• Last week, cryptoassets continued to underperform on account ongoing profit-taking by large long-term holders
• Our in-house “Cryptoasset Sentiment Indicator” has declined sharply and signals bearish sentiment again…
• Last week, cryptoassets rebounded from oversold levels amid bearish sentiment and lopsided positioning
• Our in-house “Cryptoasset Sentiment Indicator” has rebounded sharply from its lows and signals a positive sent…
Your top-down guide to the most important macro themes for Bitcoin & Cryptoassets July 2024
Key Takeaways
• Performance: June saw significant negative impacts on Bitcoin and cryptoassets due to declining ETP flows,…
• Last week, cryptoassets underperformed again as global crypto ETP flows experienced the 2nd highest weekly net outflows on record
• Our in-house “Cryptoasset Sentiment Indicator” has decreased and signals a slightly…
• Last week, cryptoassets underperformed traditional assets as risks to global growth are increasing
• Our in-house “Cryptoasset Sentiment Indicator” continues to fluctuate around neutral levels of sentiment
• Glob…
• Last week, cryptoassets outperformed traditional assets due to a reacceleration in US spot Bitcoin ETF inflows
• Our in-house “Cryptoasset Sentiment Indicator” continues to fluctuate around neutral levels of sentime…
• Cryptoassets underperformed due to a general decline in risk appetite
• Our in-house “Cryptoasset Sentiment Indicator” has increased slightly and still signals neutral levels in sentiment
• Bitcoin whales’ transf…
Successfully navigate through Bitcoin & Cryptoasset Markets
• Cryptoassets rallye supported by the Ethereum ETF approval in the US and strong inflows into global crypto ETPs
• Our in-house “Cryptoasset Sentiment In…
• Cryptoassets rallye on increasing Ethereum ETF approval odds and futures short liquidations
• Our in-house “Cryptoasset Sentiment Indicator” has increased but still signals neutral levels in sentiment
• Ethereum…
• European Economy Booms while Regulators Consider Adopting Crypto
• Bitcoin’s Growing Fundamentals and Institutionalization
• Ethereum’s Next Leap Forward: A Glimpse at the Upcoming Upgrade
European Economy Boo…
• Cryptoassets rebound from losses sparked by geopolitical tensions amid Bitcoin Halving
• Our in-house “Cryptoasset Sentiment Indicator” has also rebounded from year-to-date lows
• Bitcoin Halving: In the past, mo…
• Cryptoassets continued to be under pressure amid record outflows from global crypto ETPs
• Our in-house “Cryptoasset Sentiment Indicator” had declined significantly before reversing some of the declines more recentl…
• We expect the Bitcoin Halving to occur on the 20th April at around 18:20 GMT assuming an average block time of around 10 minutes
• Bitcoin Halvings are best understood as supply shock – historical Halving events wer…
• Cryptoassets pull back after a strong rally as short-term BTC investors are taking profits
• Our in-house “Cryptoasset Sentiment Indicator” has declined significantly and currently signals neutral sentiment
• Mea…
Diaman Partners stands as a testament to innovation—over the past two decades, the company has undergone remarkable changes in the realms of technology and finance. CEO and Co-founder Daniele Bernardi captures the journe…
• Cryptoassets reach new all-time highs supported by ongoing high net inflows into US Bitcoin ETFs
• Our in-house “Cryptoasset Sentiment Indicator” has come off its highs but still signals bullish sentiment
• Price…
• Last week, cryptoassets slightly underperformed traditional assets like equities although performance dispersion was very wide among individual cryptoassets
• Our in-house “Cryptoasset Sentiment Index” has continued…
• Last week, cryptoassets outperformed traditional assets by a very wide margin as Bitcoin reclaimed 50k USD in price and 1 trn USD in market cap again
• Our in-house “Cryptoasset Sentiment Index” has also continued t…
• Bitcoin closes at highest price since December 2021 as cryptoassets recover strongly on the back of positive net inflows into US spot Bitcoin ETFs and rising futures open interest
• Our in-house “Cryptoasset Sentime…
• Cryptoassets continued to recover despite a more hawkish guidance by the Fed
• Our in-house “Cryptoasset Sentiment Index” has stabilized and remains slightly bearish
• Despite the supposedly strong non-farm payro…
• Market sentiment has stabilized as outflows from Grayscale’s Bitcoin Trust (GBTC) have slowed down
• Our in-house “Cryptoasset Sentiment Index” declined to levels that signal a short-term tactical bottom last week…
Cryptoasset valuations remains an emerging topic seeking consensus, especially as the asset class expands and matures. Robert Greer, author of ”What is an asset class anyway?” argues that assets that lack an objective me…
When one considers investing in a given asset class and subsequently a specific asset – two primary questions should be asked:
What is the investment thesis for this asset class?
What proportion of a portfolio sho…