Daily Market Brief 241029
Rising GOP Trifecta Odds Could Pave Way for Crypto Bill Passage
Daily Market Brief
Daily Market Brief
Daily Market Brief 241028
Microsoft to Become The Next Microstrategy?
Daily Market Brief
Daily Market Brief 241025
Trader Enthusiasm Drives Faster Election Signals
Trade Ideas
Three Reasons Why Parabolic Run Lies Ahead
Our thesis rests on three main factors: 1) global liquidity, 2) regulatory friendliness, 3) low expectations.
Daily Market Brief
Daily Market Brief 241024
Stripe Makes Historic $1.1B Stablecoin Platform Acquisition
Daily Market Brief
Daily Market Brief 241023
PTJ Foresees Minsky Moment, Bullish on Gold, BTC, and Commodities
Weekly Hot Take
Structured Products: From Holding to Earning
"Never Just Hold Your Bitcoin!"
Daily Market Brief
Daily Market Brief 241022
Rebutting Polymarket Myths
Daily Market Brief
Daily Market Brief 241021
Bullish Institutional BTC News: ETF NAV and Options
Daily Market Brief
Daily Market Brief 241018
Improving Expected Value of US Election
Daily Market Brief
Daily Market Brief 241017
What Matters in Crypto According to a16z
Daily Market Brief
Daily Market Brief 241016
Grayscale’s GDLC ETF Filing To Open Doors For Altcoin ETFs?
Daily Market Brief
Daily Market Brief 241015
Harris Campaign Fumbles Crypto Narrative
Daily Market Brief
Daily Market Brief 241014
MSTR Valued at 2.5x BTC: Is It A Bubble?
Daily Market Brief
Daily Market Brief 241011
“Labor Market Matters More” Thesis
Daily Market Brief
Daily Market Brief 241010
Why Satoshi Mystery Matters
Weekly Hot Take
Token 2049/Breakpoint: Cautious Optimism Amidst the Chaos
Takeaways from Token2049 in Singapore: Cautious optimism amongst investors, excessive money spending in primary markets, and Solana's resurgence.
Daily Market Brief
Daily Market Brief 241009
Crypto.com Joins the Fight, Arguing Cryptos Aren’t Securities
Daily Market Brief
Daily Market Brief 241008
FTX Repayment Approval Sparks Retail Hype, But Is It Justified?
Trade Ideas
What is the BTC Options Market Implying About Election Day?
The report analyses the "election premium" in Bitcoin's implied volatility for the November 2024 U.S. presidential election.
Daily Market Brief
Daily Market Brief 241007
Trump’s Rally, Memecoin Surge, and Satoshi Speculation
Daily Market Brief
Daily Market Brief 241004
SWIFT’s Live Trials To Mark Another Key Crypto Adoption Milestone
Weekly Hot Take
IBIT Options: Growth Potential & Price Impact
Concerns that ETF options will drive the BTC price down by enabling the 'indefinite selling of BTC exposure' are misguided, as selling paper BTC exposure is not the same as selling BTC itself.
Daily Market Brief
Daily Market Brief 241003
Crypto ETF: Can XRP Fare Better Than SOL?
Daily Market Brief
Daily Market Brief 241002
Is Bitcoin Risk-on or Risk-off Asset?